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Author's profile photo Xavier Le Garrec

Overview of all Data Purge options and Compensation Business Case

As part of a recent customer engagement related to the implementation of the Data Retention Time Management (DRTM) feature of SuccessFactors we needed to come up with an overview of Data Purges in SuccessFactors because it wasn’t clear to the customer why they would use DRTM instead of existing purge requests (Legacy Purges).

The presentation below provides that overview (history of purge features and details on why to use one vs the other) and goes over the following Business Case : How to run an annual purge of Compensation worksheet data for employees inactive for 8 years.



All the best,


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      Author's profile photo Anna Liebscher
      Anna Liebscher

      Hi Xavier Le Garrec,

      while reading one of the main KBAs related to the above stated topic I had several further questions, answers to which I´d like to post here as additional info to your article:

      • What does "activePeriod" field under Manage Date mean? --> It is the length of time (in days, months or years) for which data in the selected purge object is retained. In the example from KBA, the base date for the worksheet data (purge object) is purged 3 years after it's completion date.
      • Why should customers need to purge any active data? --> Basically data is purged because the Customer has no use to retain it any longer, e.g. some companies both using SF merge into a brand new environment (or one merges into the environment of another).
      • "activePeriod" is a required field. However, in the KBA this is non-required field. Can we mark this field as non-required? --> No, it is pre-defined.
      • Taking data defined for inactive employees from Manage Data and Retention Management the system will take their termination date as criteria.