9.2 Deleting Employee Balances

Purpose:  Use this document as a reference for deleting employee balances in ctcLink.

Audience:  Payroll Specialists.

Delete Employee Balances

Navigation:  NavBar > Navigator > Payroll for North America > Periodic Payroll Events USA > Balance Adjustments > Delete Balances

  1. The Delete Balances run control search page displays.
  2. Select the Add a New Value tab.
  3. Enter a new Run Control ID.
  4. Select the Add button.
Delete Balances add a new value
  1. The Delete Balances page displays.
  2. Use the Delete Balances page to enter the request parameters.  These parameters will be used to define the processing rules and date to be included when the process is run.
  3. Use the Company field to define the company that you want to delete balances for a specific balance year and period - Enter the desired information into the Company field.
  4. Valid values in the Balance ID field are maintained in the Balance ID Table.  In this table you identify the various year types for which a user maintains balances (for example, calendar year, or fiscal year).
  5. Select the Balance Year field.
  6. For the balance year, the system deletes employee balance records that precede and include the period that a user specifies in the Period field.  The only exceptions are the last and latest updated balance records.  In other words, the system retains the latest updated period's balances, regardless of the period that a user specifies - Enter the desired information into the Balance Year field.  Enter a valid value, i.e., 2017
  7. Select the Period field.
  8. In the Period field, specify the period within the balance year to establish the minimum time frame to preserve balance records.  The system deletes employee balance records that precede and include the period that a user specifies in the Period field.
  9. Select the Run button.
Delete Balances page, Run button
  1. The Process Scheduler Request page displays.
  2. Select the OK button.
Process Scheduler Request page
  1. The Delete Balances page displays.
  2. Notice the Process Instance number appears.  This number helps a user identify the process a user runs when checking the status.
  3. Select the Process Monitor link.
Delete Balances page, Process Monitor link, Process Instance number
  1. The Process Monitor page displays.
  2. Use the Process List page to view the status of submitted process requests.
  3. Select the Refresh button until the status is Success.
Refresh button, Run Statu fields
  1. The process to delete employee balances is now complete.
  2. End of procedure.