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Contents of the Purge Data Screen

Use the fields and options to configure the Purge Data Screen.

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, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
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 on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on 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 on 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

Field Description
Option

Select a range of taxable entities. Valid options are:

  • All: Select this option to purge data for all taxable entities in Deltek Costpoint.
  • One: Select this option to purge data for one taxable entity in Costpoint. Enter the taxable entity ID in the Start field.
Start

Enter, or click 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

Field Description
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

Field Description
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

Field Description
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

Field Description
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.