Housekeeping Tasks

Housekeeping is available only to users who have administrator privileges in their user account.

There are several tasks that you can complete within the Tools function that allow you to remove obsolete data from the system. This is useful in that it allows you to speed up your processing times, reduce your database size and leaves less data for you to sift through when running reports.

There are five housekeeping tasks that can be performed:

  • Completed payruns:
    This function allows you to select a date, close payruns that have a COMPLETED status prior to that date and remove them from the Payrun Wizard. This frees up space and makes processing speeds quicker.
  • Electronic banking:
    This functions allows you to select a date and delete electronic banking transactions that have a PROCESSED status (or Remit Time Stamp) prior to the selected date. These transactions include electronically remitted non-employee banking, such as superannuation, taxation and deductions that are processed using the Electronic Banking function.
  • General ledger Provisions:
    This function allows you to select a date and delete all payroll transactions that have been exported as general ledger journal entries by that date. Once they have been processed in your accounting software they are no longer needed on the system.
  • General ledger functions:
    This function allows you to select a date and delete all general ledger transactions that have already been imported into your accounting software and processed by that date.
  • Leave requests:
    This function allows you to select a date and delete all leave requests that have Leave Finish Date and a status of PROCESSED on/by that date.

To access Housekeeping and perform these tasks:

  1. In Navigator select Tools | Housekeeping.
    The Housekeeping screen will open, giving you the option of the five different tasks listed above.
  2. Select the housekeeping task that you want to perform.
  3. Enter the date or click the Browse button to select a date from the calendar.

Remember that all entries/data up to and including that date will be removed from the system.

  1. Click Execute.
    The system will remove all of the entries that are dated before/on the nominated date. It will not allow you to remove entries that are not COMPLETE or PROCESSED.