2261034 - Document Purge Functionality - Onboarding 1.0

• Need to Delete Documents from Document Center
• How to clear old documents from Document Center

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SAP SuccessFactors Onboarding 1.0

Please be aware documents once deleted cannot be retrieved. Please use this functionality with atmost care. To utilize this functionality, it should be activated first. Activate the Features option for the HR Admin Role:

1. Go to Settings -> Features -> Document Purge (Activate this feature).
   
2. Activate the feature.
   
3. Go to Security -> HR admin group (Permission is given to HR Admin Role).
   
4. Edit the group and go to Other Properties. Then choose Document Purge check box.
   
5. Once you have given permission, you will see Document Purge tab under Settings.
   
6. Create the rule and save it.
7. Add a name for the rule, and select Active in the Rule Status field.
8. Select Add New Condition. You must enter at least two conditions, one specifying the form name, and another related to a date. All conditions must be satisfied in order to delete a document. The "AND" operator is used between conditions. If "OR" conditions are needed, configure multiple rules for the same Form Name. There are only a few options such as Start Date and Hire Date to select and currently it is impossible to add new field in condition.
   
9. We have set up 2 jobs to take care of this purging.

• PurgeSelectionJob will identify the matching forms and create a package.
• and then PurgeJob will run to delete these forms.

This job runs daily. If you want to change the schedule, Operation Jira has to be created.

Please review chapter "How to Configure Document Purge" in the onboarding administrator guide. You can access Admin guide by 2537263 - SAP Successfactors Onboarding - User Assistance Document Link.

Note: The Start Date condition is to specify date "Older than". Ex: If Start Date is defined 3 years this only will purge documents from 3 years ago, not documents from 3 years to now.

2537263 - SAP Successfactors Onboarding - User Assistance Document Link

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