Deactivate & Delete Performance Review Templates

As an admin, deactivate or delete a Performance Review template to restrict your organization from using the template. 

Last Updated: December 3, 2024

In this article:

• Overview
• Requirements
• Deactivate & Activate a Template
• Delete a Template

Overview

As an admin, deactivate or delete a Performance Review template to restrict your organization from using the template. 

Additional Resources:

• Create and Manage Performance Review Templates
• Admin-Created 1-on-1/Performance Review Templates

Requirements

• Available to full admin users

Deactivate & Activate a Template

Deactivate a template to temporarily restrict new instances or cycles from using the template. Deactivate a template to make any edits.

Deactivating an in-use template does not affect any ongoing sessions. Templates can be deactivated and reactivated at any time.

To deactivate/activate a Performance Review template:

1. Click and expand Administration in the left-hand navigation menu
2. Click Reviews; click Templates
3. Click on the template name to navigate to the template creator
4. Click Deactivate or Finalize & Activate

Delete a Template

Delete a template to permanently remove a template from Quantum Workplace. Deactivate a template instead to temporarily restrict a template's usage.

To delete a Performance Review template:

1. Click and expand Administration in the left-hand navigation menu
2. Click Reviews; click Templates
3. Click the template's corresponding Delete
4. Click Delete Template in the confirmation modal