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When an employee leaves the company, their records need to be updated within People Inc. (the user needs to change their status and record a leaving date). Leavers' records then disappear from the standard employee view. Their records however, still exist in the system (and need to be retained for a period of time). After 3 or 4 years there is likely to be build up of old employee records that are no longer needed.
The Delete Records wizard enables the user to select a number of employee records (or a number of applicant records) and delete them from their People Inc system. When this is done, all the associated information is also deleted (including any attachments, any actions, and historical records).
The wizard is designed to save time. For example, a company that has a reasonably high volume of recruitment will need to remove the details of a reasonably large number of unsuccessful applicants. Deleting these one-by-one would be far too time consuming and may introduce errors. The wizard enables the user to select all the records that need to be deleted, and remove them all with just a single click of the mouse.
Some People inc. users will have data migrated from a legacy system (for example Vizual Personnel Manger). During the data-migration we will have moved old (archived) records into the People Inc. databases. So some users may have records that are as much as 15-20 years old. These records are of course no longer needed. The Delete Records wizard will enable the user to select all of the records for employees who left before a particular date, and remove them from the system.
The Delete Records wizard has a number of features:
The wizard provides a number of benefits:
We are running a number of Webinars to showcase this wizard. These will take place on:
To book a place on the Webinar please contact P&A Software: firstname.lastname@example.org
A copy of the Delete Records wizard can be downloaded (and installed) free-of-charge. Please log in to the Resources area of our website to download a copy of this plug-in. Click here.
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