Hi,
according to the automatic archive: You have to create a custom task for scheduler which will be run every year. If you will have any problems, please feel free to contact our support and we will send you a documentation about how to create scheduled tastks.

According to the search by year, month etc. - you can use the where condition to filter the search results.

Please let me know if I can by of any further assistance.

Best Regards,
Juraj Ondrus