Mass Archive Individual Goals

Security: Set Up: Goals
domain in the Performance Enablement functional area.

Configure the Manage Goals
business process and security policy in the Performance Enablement functional area. See Steps: Configure Business Process Definitions.

Understand how to set up goal template rules.

You can mass archive all individual goals meeting a template rule in 1 operation. You can't archive goals for terminated workers, and the same restrictions for archiving goals also apply to mass archiving goals. Workday skips these goals during the mass archive operation and leaves them unarchived:

Goals saved for later and not yet submitted.

Goals that are part of an in-progress event. Examples: Goals included in-progress events using the Manage Goals
business process, or goals included in in-progress employee reviews.

To include the goals in the archive, complete or cancel the in-progress event.

Workday recommends you conduct advanced preparation and testing before starting the mass archive operation. For more information, see. Reference: Event-Specific Best Practices.

Access the

Mass Archive Goals

task.

Select one of these options:

Run Now

Run Once in the Future

Select an

Organization

and optionally select whether to include subordinate organizations.

Select a

Goal Template Rule

To run the task in the future:

Define the

Schedule

priority.

Set the

Start Date

Start Time

, and

Time Zone

for when to launch the mass archive action.

Workday launches the process for mass archiving the individual goals. The task runs as a background process that automatically completes the Manage Goals
business process, skipping all other steps.

To view the status of the mass archive process, access the

Process Monitor

report.

Steps: Configure Goal Templates