How to Remove Employees from an Ongoing Performance Cycle in BrioHR

Introduction

In certain situations, HR or Admin users may need to remove an employee from a performance cycle that is already in progress. This may happen when:

An employee resigns during the cycle
An employee was mistakenly added to the appraisal cycle
A restructuring or reassignment occurs

BrioHR allows Admin or HR users to easily manage employee participation in both the current and upcoming performance cycles.

Learn More:

Step-by-Step Guide: Removing Employees From The Current Performance Cycle

Step 1 - Log In to BrioHR

Step 2 - Access the Employees Page in the Performance Management Module.

1. On the main navigation bar, go to HR Lounge > Performance Management.

2. From the Performance Dashboard, click Employees.

3. This section allows you to manage employees in the current cycle and prepare participants for the next cycle.

4. Use the search bar to find the employee you want to update.

Managing Employee Inclusion and Exclusion

A - How to Exclude Employees From the Current or Next Cycle

1. Go to the Current Cycle or Next Cycle Column

2. Click on the "-" (Remove) icon to exclude the employee from the selected cycle.

3. A pop-up confirmation message will appear. Click Yes to proceed.

4. The employee's status will update from INCLUDED to EXCLUDED.

2(b) How to Include Employees From the Current or Next Cycle

1. Go to the Current Cycle or Next Cycle Column.

2. Click on the "+" (Add) icon to include an employee in the selected cycle.

3. The employee's status will update from EXCLUDED to INCLUDED.

IMPORTANT NOTES:

If you remove an employee and later include them again, they must restart all tasks from the beginning of the cycle.
1. However, data such as Objectives and Appraisals will remain saved.
No notifications or pending action alerts are triggered when an employee is excluded; HR/Admin users solely manage this action.

Frequently Asked Questions (FAQs)

1. Can I remove an employee from a performance cycle after it has started?
Yes. HR Admin can remove employees at any point during the ongoing performance cycle.

2. Will previous appraisal data be deleted if I exclude an employee?
No. Objectives and Competency appraisals remain intact, but the employee will need to restart their tasks if re-included.

3. Can employees see if they have been removed from the cycle?
No. The notifications won't be sent. The action is internal to HR/Admin. From the employee's side, he cannot access his "My Goals" page anymore.

4. Can I exclude an employee from the next cycle only?
Yes. You can choose to exclude an employee from either the current or upcoming cycle.

5. What if the employee was removed by mistake?
Simply click the "+" (Add) icon to add them back. They will rejoin the cycle but must start their tasks.

Need Assistance?

If you have any questions or require assistance, please reach out to our support team via live chat or email us at support@briohr.com.