Deleting processed update transaction records
Benefit enrollment update process records are created for tracking within the process. After they have been applied and you are comfortable with the change applied to the employees' benefits, we recommend the processing records be deleted. If records are not deleted, they can cause the process to slow because it has to review multiple records.
- Select .
- Select the Delete Report action.
- Select the plans or types for which to delete the transactions records.
- Change the Purge through date and Purge Statusas required. Recommend leaving Purge Status = Processed. This will purge records that are no longer required.