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Delete a Performance Improvement Plan

Super admins, custom role owners and improvement plan owners can permanently delete drafted, active and closed improvement plans. Before y...

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Written by Adam Kroboth

Super admins, custom role owners and improvement plan owners can permanently delete drafted, active and closed improvement plans.

Before you start

  • Deleting a Performance Improvement Plan is permanent. Once deleted, you will not be able to access this improvement plan and it will not appear in exports.

  • Any associated tasks will be expired once a plan has been deleted.

Delete an Improvement Plan

As an Admin:

  1. Navigate to Admin > Performance > Improvement plans.

  2. Next to the Improvement Plan, select the ellipsis (...) > Delete.

  3. In the pop-up, confirm deletion by selecting Delete.

As a Plan Owner or Collaborator:

  1. Navigate to Performance > Improvement plans.

  2. Next to the Improvement Plan, select the ellipsis (...) > Delete.

  3. In the pop-up, confirm deletion by selecting Delete.

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