Enable Archiving Goals

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 archive historical individual or organization goals, minimizing clutter in the user interface and improving goal management.

You can:

Archive goals and restore previously archived goals for yourself and employees in your organization.

Archive an individual goal using the

Archive Goal

related action on a goal card.

Archive individual goals for a specified worker using the

Archive Goals

task.

Archive organizational goals using the

Archive Organizational Goals

task.

Mass archive individual goals based on a goal template rule (administrators) using the

Mass Archive Goals

task.

Archiving a goal removes it from:

Reports.

Tasks.

Employee review template configuration settings.

Prompts.

You can't archive or restore goals that are:

Awaiting approval.

Part of in-progress employee reviews, including goals that are saved for later.

Part of other in-progress events.

To enable workers self-service access to archive individual goals, add them to the Self-Service: Employee Goals
domain in the Performance Enablement functional area.

To enable workers to archive organization goals, add them to the Worker Data: Organization Goals
domain in the Performance Enablement functional area.

To enable administrators to mass archive individual goals, add them to the Set Up: Goals
domain in the Performance Enablement functional area.

Workers in the assigned domains can archive goals.

To mass archive individual goals, use the

Mass Archive Goals

task. See Mass Archive Individual Goals.

To report on archived goals, create a custom report with the

Archived Goals by Organization

report data source.

Use the

Configure Profile Group

task to add the

Archived Goals

report to the Performance tab of the worker profile.