Removing Records from Performance Management

Remove employee absence, accident, customer feedback, or incident records using performance management.

If you undo timekeeping calculations for a period, you must remove absence records from hours-based performance management to make sure they no longer include old hours information. After timekeeping is recalculated, you can mark the records for performance management again to use the new timekeeping information.
  1. Open the Employee Profile screen and set the Context (F3).
  2. Select an employee.
  3. Select one of the following: Absences, Customer Feedback, or Incidents.
  4. Select a record.
  5. Select Performance Details: Performance Details
  6. Clear Is Charged in the Employee Transaction(s) area.
  7. Select OK.
    Performance Details Is Charged Example
    A warning message appears. Select Yes. The ribbon icon no longer appears in the Attribute column of the record and the record no longer shows on the Employee Profile - Performance Summary screen.
    The Employee Profile - Incidents screen with the Attributes entry circled in red.