Auto Archive

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Why Auto Archive?: Auto-archive automates your archival process, resulting in a healthier site and fewer overdue appraisals. With Auto Archive, Administrators can choose to have appraisals archived immediately after completion (of all approval steps, if applicable) or a certain number of days after the scheduled archive by date. Administrators can also choose whether to have goals, measurements, and weights automatically carried forward to the next appraisal, or to archive them with the current appraisal.

 

Step 1: To set up Auto Archive, start by selecting your Processes tab, and then click Edit next to Archive Appraisal

 

 

Step 2: Next, choose whether you would like appraisals to be archived a certain number of days after the (target) Archive Date, or if they should be archived once approval is completed*. You can also choose whether or not to carry forward all goals, measurements, and weights to the next appraisal cycle. Once finished, Save your changes.

 

Step 3: Once Auto Archive is set up, Managers will begin to see the corresponding text when they work through the appraisal process for their employees. If appraisals are to be archived immediately upon completion, Managers will see the following:

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If appraisals are to be archived a certain number of days after the (target) Archive Date, Managers will see the following:

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Step 4: If Auto Archive is disabled or you’ve chosen to archive appraisals a certain number of days days after the (target) Archive date, Managers can choose to archive the appraisal manually if completed.

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*Please note that if Sending for Approval is disabled, appraisals can only be automatically archived by choosing the ‘archived after a certain number of days’ option