Configuring archiving tasks

In multi-tenant (MT) environments, underlying archiving policies such as table mappings, retention rules, and hands-off logic are configured and maintained by administrators. To implement an archiving policy for your organization, schedule and configure an archiving task in the Job Scheduler.

  1. In WFM, navigate to Maintenance > System Administration > Job Scheduler.
  2. Select Archiving Task or create a new job task instance.
  3. In the Parameters tab, specify this information:
    Policy Name
    Select the applicable policy from the list. For example, EMPLOYEE_SCHEDULE_DATA or PAYROLL_DATA.
    Aging Date
    Select or specify the threshold date. Records older than this date are evaluated for archiving.
  4. Set the schedule parameters. For example, select Run Now or define a recurring run schedule.
  5. Click Submit or Save.
    Before running an archiving task, verify that the Pay Group Hands Off Date is correctly set for all affected pay groups. Archiving behavior is constrained by this date.