When trying to purge inactive users in Admin Center > Data Management we can receive the following Report:
Compensation and Variable Pay
When creating the purging rule the system doesn't provide the option to include users with existing Compensation and/or Variable Forms created in the rule (this option is greyed out and automatically selected to exclude these users).
It is necessary to first purge the exisiting Compensation and Variable Pay forms including these users in the system to be able to purge the users from the system.
Normally these users will belong to deleted forms and that is the reason why you are not able to find these forms.
Note: In some cases, forms are not easy to find in the system. The main reason is that the forms have been deleted, but deleting a form on the customer's side is just a soft deletion, the worksheet still exists in the system, if the customer user the Data Retention tool, then they must clean up all the deleted worksheets first even before finding the user in the live worksheet. So in all cases when you find this issue, the first step in all purge processes is to make sure the customer purges all the deleted Compensation forms.
You will need to create a new rule with the following characteristics:
We recommend to purge only deleted forms. In case the user belongs to an active form you must remove the user from the form AND remove the budget associated to this user.
You will need to know the template the user is included in, otherwise you will need to create a rule for every template on the system.
You will need to know who is the owner of the form the user is included in (manaer, second manager or rollup manager).
Purge Users, inactive, compensation and variable pay forms. , KBA , LOD-SF-CMP , Compensation Management , Problem