PURGE ESS DATA

Use the Purge ESS Data screen to delete records from the life event and/or open enrollment benefits staging tables in ESS. Use this application after creating and downloading the Benefits Options information (created in the Activate Pending Benefit Elections screen). If you are purging open enrollment benefit information, purge after the open enrollment period ends.

Location

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options are also included in the saved parameter ID if there are any. You can change any of the associated selection defaults as necessary.

Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made in the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display in the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Taxable Entity

Option

Select a range of taxable entities. Valid options are:

Start

Enter, or use to select, the ID of the taxable entity whose employee data is purged. The description that is associated with the taxable entity ID defaults in the field to the right.

Through Effective Date

Option

This field always displays One.

Start

Enter the date to be used as a basis for deleting rows from the selected ESS tables. This field is required.

Options

Record Type

Open Enrollment

Select this check box to purge open benefits enrollment data for the specified ESS staging tables and taxable entity or taxable entities.

Life Event Enrollment

Select this check box to purge life event benefits data for the specified ESS staging tables and taxable entity or taxable entities.

ESS Table

Benefit Options

Select this check box to purge data from the ESS Benefit Options table for the selected record types and taxable entity or taxable entities.

ESS Employee Benefit Elections

Select this check box to purge data from the ESS Employee Benefit Elections table for the selected record types and taxable entity or taxable entities.

ESS Dependent Benefit Elections

Select this check box to purge data from the ESS Dependent Benefit Elections table for the selected record types and taxable entity or taxable entities.

Include

All Records

Select this option to delete all records from the selected tables in the ESS Table group box (ESS Employee Benefit Elections or ESS Dependent Benefit Elections). Use caution with this option; you do not want to purge records for the current open enrollment period.

Only Uploaded Records

Select this option to purge only records that have previously been uploaded in to Costpoint Benefits from the selected tables in the ESS Table group box.

Processing

If you did not select the All Taxable Entities check box and execute this utility, Costpoint displays the following warning message:

"Data for employees of [Taxable Entity] will be purged from the selected ESS table. Do you wish to continue?"

Click Yes to continue the process, or click No to discontinue.

If you selected the All Taxable Entities check box and execute this utility, Costpoint displays the following warning message:

"All data will be purged from the selected ESS table. Do you wish to continue?"

Click Yes to continue the process, or click No to discontinue.