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Correcting Performance Document Eligibility

Received Response
edited Aug 10, 2018 7:07PM in Performance Management 8 comments


How to mark workers that shouldn't be eligible for performance documents as Ineligible


As the title suggests, we have a number of workers who have been marked eligible for a performance document that either shouldn't have been made eligible or are no longer eligible for it. I know that we can determine document eligibility worker by worker to mark someone ineligible but when we have hundreds of workers to mark ineligible the one by one because less feasible.

Is there a way to either upload a list of workers to change their eligibility? Or a batch process that we can supply hire dates to, to ensure that the performance document is eligible to those with hire dates earlier than that date?

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