Purging Workforce Compensation Plan data in Oracle Fusion is a crucial task to maintain data integrity, remove outdated information, and comply with data retention policies. The purge process deletes specific compensation data that is no longer required, such as completed compensation cycles or outdated plans, without affecting active compensation cycles or other HR-related data.
Here’s a step-by-step guide on how to purge Workforce Compensation Plan data in Oracle Fusion:
1. Navigate to Workforce Compensation Work Area
- Go to Navigator > Compensation > Manage Compensation Plans.
- Alternatively, go to the Compensation Administration work area if available.
2. Select the Compensation Plan
- In the Manage Compensation Plans page, select the compensation plan for which you want to purge data.
- You can choose a completed or discontinued compensation plan that is no longer in use.
3. Open Plan and Check Data
- Open the compensation plan and review the data you wish to purge. Ensure that the data is no longer required for reporting, audit, or other purposes, as purging will permanently remove it.
4. Access the Purge Option
- Go to Actions > Purge Compensation Data or locate a similar option for purging within the plan’s actions menu.
- If you do not see this option, you may need to check your user permissions, as purging data requires administrator-level access.
5. Choose Data to Purge
- You can selectively purge certain types of data, or purge all compensation data related to the plan. Some of the key data types that can be purged include:
- Compensation worksheets: Data from manager worksheets, including merit increases, bonuses, stock options, etc.
- Plan data: General plan details, eligibility rules, components, budgets, and other plan-specific configurations.
- Approval records: Approval workflow records and submission history.
- Compensation change data: Information on employee compensation changes that occurred during the plan cycle.
Select the Scope:
- Purge for Completed Plan Cycles: Select this option if the plan cycle has ended and you want to purge all related data.
- Purge Specific Data: If you want to remove only specific parts of the data (e.g., budget, approval history), select the relevant options in the purge menu.
6. Review Purge Criteria
- You’ll be prompted to specify certain criteria for the purge:
- Date Ranges: Specify the date range for the data you want to purge. For example, you may want to purge data from plan cycles that were completed over 2 years ago.
- Employee Group: If the compensation plan involved certain employee groups (e.g., specific departments or locations), you can limit the purge to those groups.
Carefully review the criteria to ensure that only the data you want to remove will be purged.
7. Confirm the Purge Action
- After selecting the data and criteria, click on Next or Submit.
- You will see a confirmation screen summarizing the purge action. Review this carefully, as this process cannot be undone.
- Confirm that you understand the consequences, and click Confirm to proceed with the purge.
8. Run Purge Process
- Once confirmed, Oracle Fusion will execute the purge process. Depending on the amount of data being purged, this could take some time.
- You can monitor the purge progress in the Process Monitor under Scheduled Processes.
9. Review Purge Results
- After the purge is complete, you can view the Purge Results in the Process Monitor or Compensation Plan History.
- This will show which data has been successfully purged and verify that the process completed without errors.
10. Audit and Reporting (Optional)
- If your organization requires it, maintain a record of the purge process, including the details of what data was purged and when. This could be important for audit or compliance purposes.
- You may also need to run a final report to ensure all targeted data was successfully removed.
11. Data Archiving (Optional)
- Before purging data, you may want to archive the compensation plan data. Oracle Fusion allows you to generate and store reports of compensation cycles before purging, ensuring you have records available for future reference if needed.
Key Considerations:
- Data Permanence: Once purged, the data cannot be recovered. Ensure that no regulatory or business reporting needs require this data before purging.
- User Permissions: Only administrators with proper access can perform the purge action. Make sure that you have the necessary roles assigned in the system.
- Plan Cycle Completion: Ensure that the compensation cycle is fully completed and no active workflows or reviews are pending before initiating the purge process.
Example Use Case:
An organization completed their annual compensation review cycle for 2020, and the related compensation data is no longer needed for ongoing operations. To reduce data load and maintain system efficiency, the compensation administrator initiates a purge of all 2020 plan data, ensuring that no future reports or workflows will require this data.
By carefully following the above steps, you can ensure that unnecessary compensation plan data is safely and effectively purged, keeping your Oracle Fusion system streamlined and organized.