How can I recall (retract) a shared template?

You can recall or retract a shared template by using the Actions button on the Org dashboard in Performance Module. The steps to reproduce this is given below.

1. Go to Performance > Org Dashboard
2. Select Recall from the Actions Menu on top of the Status Column.

recall (retract) a shared template

3. Select the relevant Employees by checking the boxes next to the employee name

recall (retract) a shared template

4. Hit the RECALL button on the top of the page after you are done selecting the relevant employees.

recall (retract) a shared template

We also have more documentation available at http://engagedly.com/performance-review-system/ . This will give you a general overview of the entire performance review system.

Do get back to us if you have any further doubts.