Perform - How and when to archive a review template

In this article, we'll explain how to archive a review template, and importantly, when to do it. A few things to know about archiving review templates:

• Draft and published templates can be archived
• Archived templates can be republished
• Archived templates cannot be deleted
• Archived templates are unavailable for assignment to employees
• Existing review assignments (assigned before the template was archived) will be unaffected

When to archive a review template

The key impact of archiving a review template is that managers can't assign it to their team anymore. So, if a template isn’t needed, it’s time to archive it. This keeps things clear and simple for managers - and Perform Administrators.

How to archive a review template

1. Select Template builder from the Perform Administration menu:
2. Find the review template to archive
3. Select Archive. The Review template will be immediately archived:

Get deeper learning in The Academy

View Create and publish a review template, and see how to add Average ratings and hidden questions in The Academy for best practice advice, and hints and tips from the Kallidus team for building review templates.

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