Goals Maintenance

Once a goal has been set to an employee, you might need to manage this if that goal's due date has reached or passed. 

Please Note - Any changes made as part of goal management will permanently impact your performance goals and should be used with care. If you archive records accidentally, you can manually restore them. However, if you delete them, this is permanent and cannot be recovered.

If you are doing to set this up in your environment, try applying this to a test goal that you can delete or archive.

This example below has a due date that has passed, so we will look at how to archive this using Goals maintenance.

To manage this, we have added a goal maintenance option in:

Administration > HR > Data Management > Goals Maintenance

In the Goals Maintenance page, you can archive or delete a set of goals based on these fields:

1. Action - This will allow you Archive or Delete one or more of your goals. For this example, we will choose Archive.
2. Goal Type -  This allows you to filter down further in terms of what you want to remove. For this example, we will choose Individual.
3. Goal category - The category of the goal which can be either All, KPI, or Development. For this example, we will choose Department.
4. Goal status - Depending on whether you want to Archive Current only or Delete Archived only. For this example, we will choose Current only.
5. Goal due date from - This will allow you to determine the date up until which the goals, based on the criteria above, will be archived/deleted. Please note that all entries that meet the above criteria up until this date will be impacted. In the example, we are only interested in goals that were set after 01/01/2020.
6. Goal due date to - This option is the only one that is not mandatory. In this example, we want to impact only the goals between the from and to dates we set above.

Now that you have all your options set, you can click on 'Submit'. Please take note of the warning before clicking on 'Ok'.

You should then see a banner informing you that the Goals maintenance was successful.

The goal will no longer be accessible by the Employee and will no longer be accessible in the Employee card goals view.

After clicking on the 'Archived' button, you can still view, return or delete the archived goal.