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.

  1. Select Maintenance.
  2. Click the Processes tab.
  3. Click Employee Enrollment Updates.
  4. Click Delete Report.
  5. Select the plans or types for which to delete the transactions records.
  6. Specify the Purge through date and Purge Statusas required. Recommend leaving Purge Status = Processed. This will purge records that are no longer required.