Purging historical appraisals

After documents are generated, you can purge historical appraisal PDF documents.

  1. Navigate to Performance > Appraisal PDF Maintenance > Purge Appraisal PDF Document.
  2. Define the Organizational Unit and Appraisal Form.
    Note: When specifying an appraisal period, specify the exact time frame for the form to generate properly.
  3. Click OK to purge the appraisal PDF document or click Schedule.
  4. If you select Schedule, define the criteria and then click OK to set up a time for the form to purge.
    Schedule
    Create an action name. Optionally, sign up notifications for specified email addresses.
    Scheduling details
    Define when to start purging documents and how often the purge should occur.
    Action failure configuration
    If an error occurs during the purge, define a strategy to rerun.