Enhanced Purge Process and Benefits Diagnostic Reports

The Benefits purge processes have been enhanced to purge self-reported life events of a person when you choose to purge their details. The self-reported life event data and the complete benefits data of the given person gets purged when you use these methods:

Method

Description

Use the HCM Data Loader Remove Person Information task.

Purges the self-reported life events and the other benefit data of all persons provided as input parameter.

Run the Delete Person Benefits Diagnostic Report in commit mode for a specific person.

Purges the self-reported life event data reported by the person along with other benefit data.

Run the Benefits batch process named Purge Backed-Out or Voided Life Event Data.

Purges the self-reported life event details of all the orphan records.

We’ve also enhanced the Benefits diagnostic reports to cover sections relevant to the pages redesigned in Redwood Toolset Visual Builder Studio.  For example, we’ve added the self-report life event details section  to the Person Benefits Diagnostic Report and added lookup details for the Redwood plan compare integration and HSA and FSA calculator integration to the Benefits Setup Diagnostic Report.

The purge process and diagnostic reports are updated to support the new Redwood-based functionalities. 

Here's the demo of these capabilities:

Steps to Enable

You don't need to do anything to enable this feature.