Purging employee appraisals

You can use employee appraisal purge to purge inactive or outdated employee appraisals and to purge only the documents attached to appraisals.

Note: Purge actions are permanent, and the data cannot be recovered.
  1. Select Purge Actions Administrator > Feature Purge > Employee Appraisal.
  2. To initiate a purge with the parameters specified in an existing Employee Appraisal Purge process, select it and continue with step 8.
  3. To create a new Employee Appraisal purge process, click Create Employee Appraisal Purge, and specify this information:
    Name
    Specify the purge process name. Optionally, specify a description.
    Purge Group
    Select a purge group, or click Create to create a new one. When creating a new one, specify the Custom Group name and Conditions for the custom group. Click the Builder button to access fields to use for the conditions (country, specific candidate, a date).
    Years
    Optionally, specify the years for purging records older than the time frame specified.
    Appraisal Form
    Select an appriasal form.
    Employee ID
    Specify the employee ID.
    Goal Status
    Select the status.
    Note: At least one parameter must be defined.
    Purge Option
    Specify whether Employee Appraisal or Appraisal PDF Documents Only are purged.
  4. Click Save.
  5. Clear the Display Selection Criteria check box to compress the selection criteria section to provide more space for the Preview Records section.
  6. Click Preview Records to generate the list to verify the records to be purged. This also enables the Purge Records button.
    Note: If you change any selection criteria, the Purge Records button is disabled. Preview must be performed again after changing parameters.
  7. Delete any employee appraisal records from the Preview list that you do not want to purge.
  8. Click Purge Records.
  9. Specify the scheduling details for the purge action or click OK to run the action immediately.
  10. Click Yes on the Confirmation Required message.