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Best practice for making old performance templates and sections inactive

edited May 22, 2025 1:44PM in Performance Management 5 comments

Summary:

We have been using Performance since 2018, and during that period we have accumulated various template sections and document templates which are no longer in use. I would like to make anything we no longer use inactive.

I can see that with performance template sections, they can only be ended dated, whereas performance templates can be end dated and made inactive. I just wondered what the best practice is?

Content (please ensure you mask any confidential information):

What is the best way to tidy up our performance templates so that it is easy for admin to see which are still current, and which are no longer in use?

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