Duration: 15 Min.
Description
There will be times when we need to move or remove plans, people or other records from Relius. It could be that we are no longer administering the plan, and so we need to remove it from the database. It could be that an employee’s record needs to be completely removed. Or there are Data Validation records that need to be eliminated, as they shouldn’t be available anymore. Or maybe we need to create a copy of the entire plan so that it can be moved to another workstation, or even sent to Relius Support. The Data Administrator allows you do to all of these and more.
In this session, we will:
- export plans, years, employers or trusts
- import these same types of files
- delete all of these, as well as delete employees
- delete other records