Why you can't edit the review
You can't edit a performance review template while any employee has that review in progress. PeopleHR greys out the settings as soon as someone opens the review on an employee's Performance tab.
đ Note: This article covers the performance module in PeopleHR, not Access Employee Performance in Access Evo.
Close or delete the open review
Click Access Button
, then click Employee.
Select the employee, then click Performance.
Select the open review.
đ Note: If the employee or manager hasn't added any information yet, you can delete the review.
If they have already added information, talk to the employee or manager first. They can choose to delete the review and start again, or to complete and close it.
Find employees with an open review
A query is a custom report you build from PeopleHR data. Build a query to find which employees have the review open.
Click Access Button
Click Queries, then click +.
Select Performance in the first column, then select these fields:
Performance Name
Performance Start Date
Employee Performance Status
Manager Performance Status
Click Next, then select the filters you need.
Click Next, then complete the name, description and category fields.
Click Next, then click Options.
Select Include leavers and Show history.
Click Save.
Admins don't appear in the query results, so check that you don't have the review in progress yourself. Admins can delete other users' performance reviews but not their own, so another admin needs to delete yours.
Edit the review template
After you delete or close the open review, edit the template.
Click Access Button
Click Settings, then click Performance.
Select the review template, then make your changes.
Click Save.