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Item Detail
2H 2025 Edit
Manage Data Retention and Purge Data at a More Granular Level
General Availability Info Only Automatically On Impact: Low AI Enriched
Description

Administrators can now set data retention periods and create purge requests based on more granular criteria.See More

Detailed Description

Administrators can now set data retention periods and create purge requests based on more granular criteria. When administrators configure retention policies for DRTM Performance Reviews in Admin Center Manage Data, they can now refine retention periods for Performance Reviews by specifying individual form templates. In addition to months and years, retention periods can be defined in days.

Impact Assessment

This feature has limited impact but should be reviewed to confirm alignment with business processes in Performance Management implementations. Administrators can now set data retention periods and create purge requests based on more granular criteria. When administrators configure retention policies for DRTM Performance Reviews in Admin Center Manage Data, they can now refine retention periods for Performance Reviews by specifying individual form templates. Implementation teams should verify that existing configurations remain valid and test core business scenarios after the upgrade to confirm correct behavior.

Test Recommendations
• Verify the feature is enabled and accessible from the expected navigation path or configuration area in a test environment. • Test the end-to-end scenario with representative test data covering both happy paths and error conditions. • Validate correct behavior across all relevant user roles and permission configurations (admin, manager, employee). • Test edge cases: empty or missing values, boundary conditions, concurrent users, and large data sets. • Confirm that existing integrations, workflows, and downstream processes are not affected by the change. • Validate report and dashboard output accuracy against source data and prior runs.
Product: Performance & Goals
Modules: Performance Management Security and Compliance
Feature: Data Retention Time Management; Form Assessment; Form Templates
Reference: PLA-51778
Version: 2H 2025
Valid as Of: Nov 14, 2025
Latest Revision: Oct 03, 2025
Affected Areas:
Performance & Goals Performance Management Platform & Administration Security & Authentication Security and Compliance Time Management