Purging employee records

This procedure covers how to delete both pay history and employee history. To purge employee records you must purge all of the following:

Employee pay history
Open manual payments
Adjustments
One-time deductions
Log history

After completing these steps, you must enter a termination date on the employee record of each employee you want to purge.

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To purge an employee, you must purge all of the employee's data including:

Employee history
Payroll history
Benefit history
Tip pay records
Time and Attendance history
Absence Management
COBRA and retiree invoices
Employee and employee comments

Caution:

Purging employee records permanently removes the employee from the Payroll. If you mistakenly purge an employee, you can re-enter the employee, but you CANNOT retrieve history on the employee.

Purge employee records

On Bank Account Reconciliation (PR85.1) , reconcile open payments by bank account and payment range for employees to be purged. Reconciling payments manually
On Bank Reconciliation (PR155), send all reconciled payments to history. Running the Bank Reconciliation Report
Run History Purge (PR300) to purge payroll history. Purging payroll history
Run Benefit Purge (BN430) to purge employee benefit enrollment history. For more information, see the Benefits Administration Users Guide.
On Time Entry (PR35.1), delete individual time records for employees to be purged. Entering time records for one employee by batch

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On Batch Time Control (PR37.1), delete any batch status time records or time record batches for employees to be purged. Deleting Batches
On Time Record Selection (PR38.1), bring future status time records to current for employees to be purge. Selecting time records from future to current status
On Time Record Entry (PR36.1), delete current, error, or processed time records individually. Selecting One Time Record

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On Error Processing (PR45.1), delete current, error, or processed time records by process level. Deleting processed time records
On One-Time Deduction (PR39.1), delete all future or current status one-time deductions for employees to be purged. Maintaining One-Time Deductions
On Manual Check (PR80.1), delete open manual payments for employees to be purged. Creating manual payments
Run Payment Detail Listing (PR260) to identify open adjustments for employees to be purged.
On Adjustment (PR82.1), delete open adjustments for employees to be purged. Manual processes: adjustments
Run Employee History Purge (PA125), to delete all personnel action history for employees to be purged. For more information, see the Infor Personnel Administration User Guide.
Run Employee Audit Purge (HR125) to delete all log history for employees to be purged. For more information, see the Infor Human Resources User Guide.

Note: Use Mass Action (PA52.3) to set up a mass action to enter a termination on the records of all employees to be purged. For more information, see the Infor Personnel Administration User Guide.
Type a date in the Termination Date field of Employee (HR11.1) for all employees to be purged. For more information, see the Infor Human Resources User Guide.
Run Employee Purge (PA115) to purge employee records. For more information, see the Infor Personnel Administration User Guide.

Related reports and inquiries


To	Use
Verify that employees have been purged	Employee (HR11.1)
List employees	Employee Listing (HR211)