Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Steps: Purge Worker Credit Card Numbers

Steps: Purge Worker Credit Card Numbers

Load credit card numbers into the secure environment using the
AMEX Cardholder Listing
 integration.
You can purge obsolete worker credit cards your company no longer supports. This process removes the 16-digit card number from the secure environment, but it doesn't remove any data from Workday.
Workday doesn't purge credit card numbers of worker credit cards with:
  • Expense transactions not included in an expense report.
  • Unpaid expense reports containing transactions with this credit card.
Workday doesn't purge worker credit card profiles, only the full credit card number and token. You can configure purges to run when you cancel worker credit cards.
  1. Configure the
    Worker Credit Card Purge Event
     business process and security policy in the System functional area.
    1. (Optional) Include the
      Review
       action step.
    2. Define the
      Configure Purge Expense Credit Cards
       integration step.
  2. Access the
    Schedule Worker Credit Card Purge
     task and select a
    Run Frequency
     for purging credit cards.
    Define when to run credit card purges, such as the number of
    Days since Cancel Date
     or
    Days since Loaded in Error Date
    .
    Security: Configure the
    Worker Credit Card Purge
     business process and security policy in the Common Financial Management functional area.
  3. (Optional) Review each scheduled credit card purge before completing the run.
  4. After running the credit card purge, access the
    Find Credit Card Purges
     report to review the credit cards you purged and the run status.
    Security:
    Process: Credit Card
     domain in the Common Financial Management functional area.
The status for purged credit cards changes to
Purged
, but you can still view the last 4 digits of the card number. Workday retains the token of the card number.