Archiving Campaigns

Archiving Campaigns

Keep your campaign dashboard clean and organized by archiving completed hiring campaigns.

When to Archive

Archive a campaign when:

• Position is filled: You've hired someone for the role
• Hiring is on hold: Role is temporarily paused
• Campaign is complete: You've finished evaluating all candidates
• No longer relevant: Requirements or role have significantly changed

Don't archive if: You might add more candidates soon or the role is still actively recruiting.

How to Archive

Archive a Single Campaign

1. Open the campaign
2. Click the three-dot menu (•••) in the top right
3. Select "Archive Campaign"
4. Confirm your choice

Bulk Archive Campaigns

From the campaigns dashboard:

1. Select multiple campaigns using checkboxes
2. Click "Bulk Actions"
3. Choose "Archive Selected"
4. Confirm

What Happens When You Archive

Data is preserved:

• All candidate information remains intact
• Assessment results are still accessible
• Team comments and notes are saved
• Export functionality still works

Changes to access:

• Campaign moves to "Archived" tab
• Doesn't appear in active campaigns list
• Can't add new candidates (without unarchiving)
• Team members retain read-only access

Viewing Archived Campaigns

1. Go to Campaigns dashboard
2. Click "Archived" tab at the top
3. Browse or search for archived campaigns
4. Click to view historical data

Unarchiving Campaigns

Need to reopen a position? Unarchive anytime:

1. Find the campaign in "Archived" tab
2. Open the campaign
3. Click "Unarchive"
4. Campaign returns to active status

Use case: Role opened up again, or you want to add more candidates for comparison.

Deleting vs Archiving

Archiving (Recommended)

• ✅ Keeps all historical data
• ✅ Can be restored anytime
• ✅ Useful for future reference
• ✅ Helps track hiring patterns over time

Deleting (Permanent)

• ⚠️ Permanently removes all data
• ⚠️ Cannot be undone
• ⚠️ Deletes all candidate assessments
• ⚠️ Removes team collaboration history

Recommendation: Archive instead of delete unless data privacy requires permanent removal.

Organizing Archived Campaigns

Search Archived Campaigns

Use search to find old campaigns:

• Search by job title
• Search by date range
• Search by hiring manager
• Filter by department

Export Before Archiving

Download campaign data for offline records:

1. Open campaign
2. Click "Export Data"
3. Choose format (CSV or PDF)
4. Save to your records
5. Then archive

Data Retention

Archived campaigns are retained according to your organization's data retention policy:

• Standard: Retained indefinitely
• Custom: Based on your organization settings

View your retention policy in Organization Settings > Data Management.

Next Steps

• Create new campaigns for current openings
• Manage active campaigns efficiently
• Review historical data for hiring insights

Best Practice

Monthly review: At the end of each month, review your campaigns and archive any completed or on-hold positions to keep your dashboard focused on active hiring.