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 three tabs: Active Cycles, Cycle Templates 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. 

Revoke All User Access for Non-Admins Toggle

• Keep this toggle disabled if you want to retain users assigned to planning groups.
• Enable this toggle if you want to remove all users from their groups.

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