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How to Close or Archive a Goal

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Talent Management>>Goals>>Goal Setup>>Financial Year

Goal Closure and Archiving Process

Once goals have been completed, they can be closed off and archived. However, before archiving, the next financial year must be created to ensure continuity. It's important to note that goals are not closed individually but are archived by financial year.

This process should also include conducting a final performance review, documenting outcomes, reflecting on lessons learned, and preparing for the next goal cycle by aligning with new organizational objectives. Clear communication and recognition of achievements further ensure a smooth transition to the next performance period.

Step 1. Create a New Financial Year

HR creates a new financial year for the Company before archiving/closing the financial year. Set this new goal year to the Planning stage.

Step 2. Close the Current Financial year

Status: Goals are set up by financial year. Therefore to close/archive goals, simply close the financial year in which the goals were pursued. Select Closed to close/archive the year and all its goals.

Step 3. View Archived Goals

User Self Service>>Manager>>Talent>>Goals>>Goals>>[Search Archived]

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