Manually Archive an Employee Review

If a review needs to be completed outside of the normal review schedule, administrators can manually archive it. Archiving a review finalizes the review cycle and moves the review into the employee's review history.

Note: Manually archiving a review should only be performed when you are certain the review is complete and no further updates are required.

Before You Begin

Before archiving a review:

• Verify the review has been completed.
• Confirm any required approvals have been obtained.
• Ensure all ratings, comments, goals, and other review content are finalized.

Archive a Review

1. Navigate to the employee's review.
2. Open the review you want to archive.
3. Select the option to Archive the review.
4. Confirm the action when prompted.

The review is archived and removed from the list of active reviews.

After Archiving

Once a review has been archived:

• The review becomes part of the employee's review history.
• The review is no longer editable.
• If a Future Review exists, it becomes the employee's active review.

Summary

Manually archiving a review allows administrators to close a review outside of the standard review process. Before archiving, ensure the review is complete and all required approvals and updates have been finalized.