Purging employee records

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

employee pay history
encumbrance data
Benefits enrollment history
Personnel Administration history and data
Time Accrual history
open manual payments
adjustments
one-time deductions
log history

Then you must enter a termination date on the employee record of each employee to be purged.

Caution:

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

To purge employee records

On Bank Account Reconciliation (PR85), reconcile open payments by bank account and payment range for employees to be purged. For more information see your Payroll Users Guide.
On Bank Account Reconciliation (PR85), send all reconciled payments to history. For more information see your Infor Payroll User Guide.
Run History Purge (PR300) to purge payroll history. For more information see yourInfor Payroll User Guide.
Run Benefit Purge (BN430) to purge employee benefit enrollment history. For more information, see the Infor Benefits Administration User Guide.
Run Salary Encumbrance Update (PA182) to purge encumbrance information. For more information, see the Infor Personnel Administration User Guide.
Run Employee Plan Purge (TA310), purge employees from Time Management plans. For more information, see the Time Accrual User Guide.
On Time Entry (PR35.1) or Batch Time Control (PR37.1), delete any batch status time records or time record batches for employees to be purged. For more information see your Payroll Users Guide.
- Delete individual time records on PR35.1
- Delete batches on PR37.1
On Time Record Selection (PR38.1), bring future status time records to current for employees to be purge. For more information see your Payroll Users Guide.
On Time Record Entry (PR36.1) or Error Processing (PR45.1), delete time records for employees to be purged. For more information see your Payroll Users Guide.
- Delete current, error, or processed time records individually on PR36.1
- Delete current, error, or processed time records by process level on PR45.1
On One-Time Deduction (PR39.1), delete all future or current status one-time deductions for employees to be purged. For more information see your Payroll Users Guide.
On Manual Payment (PR80.1), delete open manual payments for employees to be purged. For more information see your Payroll Users Guide.
On Adjustment (PR82.1) delete open adjustments for employees to be purged.
Run Employee History Purge (PA125) to delete all personnel action history for employees to be purged.
Run HR125 to delete all log history for employees to be purged.

Note: Use 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 your Personnel Administration Users Guide.
Type a date in the Termination Date field of Employee (HR11.1) for all employees to be purged.
Run Employee Purge (PA115) to purge employee records.

Related reports and inquiries


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