Applicable Product:

• Talent Management: Performance

Applicable Release:

• V25.07+

Summary:
Organizations often create hundreds of delegations for each performance plan annually. Previously, deleting these delegations required administrators to manually access each plan. As of this release, three data processing scripts are available to bulk delete delegations, significantly improving efficiency.

 Available Bulk Deletion Methods

1. Delete all delegated participants by Entity ID using a Grid View (Recommended)
2. Delete delegations using the Performance Plan Reference Key
3. Delete delegations using the Performance Plan Reference Key and Process Type

Method 1: Delete Delegations by Grid View (Recommended)

Step 1: Create a Grid View in Delegation Reporting

1. Go to Reporting → Grid Reporting.
2. Select My Team → Delegated Employees.
3. Choose a base grid (e.g., By Employee).
4. Click Set Columns and ensure Entity ID is included (not shown by default).
5. Click Save View.
6. Go to Select View → Manage Views.
7. Copy the View ID for the grid you created.

Ensure the grid includes only the delegations you want to delete.

Step 2: Run the Script

1. Go to Site Configuration → Data Tools → Data File Processing.
2. Click Add.
3. Enter a Process Name and any optional fields.
4. In Processing Script, select DeleteDelegationbyGridView.
5. In Runtime Properties, enter the View ID.
6. Click Save.
7. Click Process Plan Update → Yes → OK.
8. Click Refresh to monitor progress.

Method 2: Delete Delegations by Performance Plan

Step 1: Capture the Performance Plan Reference Key

1. Go to Performance Administration → Performance Management → Performance Management Plans.
2. Click Edit on the desired plan.
3. On the Basics tab, copy or enter a value in the Reference Key field.

Step 2: Run the Script

1. Go to Site Configuration → Data Tools → Data File Processing.
2. Click Add.
3. Enter a Process Name and any optional fields.
4. In Processing Script, select DeleteAllDelegationsByPerformancePlan.
5. In Runtime Properties, enter the plan reference key and name.
6. Click Save.
7. Click Process Plan Update → Yes → OK.
8. Click Refresh to monitor progress.

Delete Delegations by Performance Plan and Process Type

Supported Process Types:

• GOAL_SETTING
• INTERIM_EVALUATION
• EVALUATION

Step 1: Capture the Reference Key

Follow the same steps as in Method 2 to obtain the plan reference key.

Step 2: Modify the Script

1. Go to Site Configuration → Data Tools → Data Processing Scripts.
2. Locate DeleteDelegationByProcessTypeAndPerformancePlan and click Edit.
3. Update the value for SystemEnum.PerformanceProcessTypes (e.g., GOAL_SETTING).
4. Click Save.

Step 3: Run the Script

1. Go to Site Configuration → Data Tools → Data File Processing.
2. Click Add.
3. Enter a Process Name and any optional fields.
4. In Processing Script, select DeleteDelegationByProcessTypeAndPerformancePlan.
5. In Runtime Properties, enter the plan reference key and name.
6. Click Save.
7. Click Process Plan Update → Yes → OK.
8. Click Refresh to monitor progress.