Archiving a Cycle in Pequity

Admin users have the ability to archive any Compensation Cycle at any time. Archiving a cycle will:

• Hide it from all non-admin users, even if they previously had access
• Make the cycle un-editable going forward

This action is useful for closing out completed cycles while preserving historical data for reference.

STEPS TO ARCHIVE A CYCLE:

1. Navigate to the compensation cycle you wish to archive
   
   
   
   
2. Click Settings
   
   
   
   
3. Select End Cycle
   
   
   
   
4. Click End and Archive Cycle to finalize
   
   
   

Other way on how to Archive a Comp Cycle

Follow these steps to manage your archived compensation cycles in Pequity:

1. Locate Comp Cycles

   • At the upper left of your screen, under the Comp Cycle title, you’ll see two tabs: Active Cycles and Archived Cycles.

2. Open Archived Cycles

• • Click on the Active Cycles tab to view a list of all cycles that are still active

        a. Choose the Cycle

• • Find the active cycle you want to manage.

  • Click the three dots (⋮) menu next to that cycle.

         b. Select an Action

• • Archive – Restores the cycle and moves it back into your Active Cycles list.

  • Delete – Permanently removes the cycle from Pequity. This action cannot be undone.

3. Final Prompt Check will be shown to confirm your changes. 

Once Archived, the Cycle will no longer be visible or editable for Non-Admin Users.