Purging Benefit Enrollments

Purge employee, COBRA participant, and retiree benefits and their deductions. It is recommended that you keep at least one year of benefit history.

You have three ways to purge benefits.

  • Purge all benefits, flex benefit records, employee deductions, and standard time records under a flex plan for a specified flex plan year.

  • Purge all non-flex benefit and deductions with a stop date that is equal to or earlier than a designated date.

  • Purge all non-flex benefit and deductions in effect on a particular date. It is strongly recommended that you use caution when using this option. This option is designed to purge test data and as a result will purge benefits even if payroll history exists.

Caution: 
Purging records permanently removes them from the Lawson database. You cannot retrieve purged information. It is strongly recommended that you back up data, following your organization's MIS procedures, before running any purge programs.

To purge benefit enrollments

  1. Access Benefit Purge (BN430).
  2. Use the following guidelines to enter field values:
    Purge Thru Date

    Type a date to purge non-flex benefits with a stop date equal to or earlier than this date.

    As of Date

    Type a date to purge non-flex benefits in effect on this date.

    Caution: 
    This option is designed to be used to purge test data only.
    Benefit Type

    Type an X to include benefit plans of this kind for purging. You must select at least one benefit type. If you are purging benefits under a flex plan, type an X in all Benefit Type fields.

    Benefit types are as follows.

    • HL = Health

    • DN = Dental

    • DI = Disability

    • EL = Employee Life

    • DL = Dependent Life

    • DC = Defined Contribution

    • DB = Defined Benefit

    • VA = Vacation buy or sell

    • RS = Spending Account

    • SB = Savings Bond

    • SP = Stock Purchase

    Plan

    If you are purging non-flex plans, select a plan that you want purged. If you leave all the Plan fields blank, the report includes all plans for the benefit types that you selected in the Benefit Type fields. If you are purging flex benefit plans, do not select any benefit plans. The report purges all benefit plans with this plan code from the benefit types selected in the Benefit Type fields.

    Individual Number

    Select an employee, retiree, or COBRA participant to purge the individual's benefit records. The value in the Report Option field determines if the report purges employee, retiree, or COBRA participant records.

    Termination Date

    Type a date to purge benefits for employees with termination dates equal to or earlier than this date.

    Report Option

    Select whether to purge benefit records for employees, retirees, COBRA participants, or all benefit records. This is a required field.

    Update

    Select the action you want to perform. This is a required field. If you select Report Only, the report lists, but does not purge the benefit information that you select for purging. If you select Update, the report purges and lists the benefit information that you select for purging.

    It is recommended that you select Report Only to view the report before selecting Update.

  3. Select the Add form function.
  4. Submit the report.