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Administrator Guide
Laatst bijgewerkt: 2023-09-08
Mass Archive Individual Goals

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.
  • Understand how to set up goal template rules.
You can mass archive all individual goals meeting a template rule in 1 operation. 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.
  1. Access the
    Mass Archive Goals
     task.
  2. Select one of these options:
    • Run Now
      .
    • Run Once in the Future
      .
  3. Select an
    Organization
     and optionally select whether to include subordinate organizations.
  4. Select a
    Goal Template Rule
    .
  5. To run the task in the future:
    1. Define the
      Schedule
       priority.
    2. 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.