Step 1: Select Performance Workflow (Bulk Close)

In this step, you select the appraisals to close and the action to take for incomplete appraisals.

To select performance workflow:

  1. For the For All Workflows option, take one of the following actions:
    • Click Yes if you want to close the appraisals for all workflows.

    • Click From Specific Workflow to enable the Select Workflows field that list the workflows that you can select that you want to bulk close.

  2. For incomplete appraisals, click Do Nothing to instruct Deltek Talent Management to take no action when it encounters an incomplete appraisal. Click Cancel to delete the appraisal.
  3. Click Next to proceed to the next step in the wizard.