Delete Participants from a Business Unit

You can delete participants that have been imported and have initial assignments.

However, you can't delete participants that have participated in incentive activities:

• Transactions

• Credits

• Earnings

• Payments

• Disputes

• Active plan approval

• Rules

• Estimated compensation deals

• Identified as a payee for another participant

1. Create a source file using the ICParticipantDetailsImportTemplate.xlsm template available in Support document 2785163.1. A source file must be all or nothing (all rows must indicate delete). In other words, don't mix regular participant updates and the participants that you want to delete in the same source file. Enter this information:

   1. Business unit

   2. Participant identifier or the participant name plus one additional identifier such as person number or email

   3. Participant effective start date

   4. The value DELETE_PARTICIPANT in the column Delete or Mask Participant.

2. Upload the file to the content repository ic/incentiveCompensationParticipant/import account folder using the Tools, File Import and Export work area.

3. Submit Import and Update Participant Details or the Run All Participant Process using the Incentive Compensation, Participant Assignments work area.

4. Verify the process ends without warnings.