SAGE PEOPLE DATA ARCHIVAL

    Sage People Data Archival for Compliance and Cost Control

    Move Worker__c, Employment_Record__c, Salary__c, Leave_Request__c history out of the Salesforce org and into queryable cloud archive. UK GDPR, HMRC, FLSA, HIPAA compliant. SQL/REST query interface. 60–90% lower TCO than keeping Sage People alive.

    60–90%
    TCO reduction vs live Sage People
    6–∞ yr
    Configurable retention windows
    < 1 sec
    Typical archive query latency
    100%
    Custom-object schema preservation

    Why Sage People data archival matters more than ever

    A live Sage People org kept running only for occasional HR lookups and audit queries is one of the most expensive ways to satisfy a retention requirement.

    Sage People customers who have migrated to Oracle Fusion HCM, Workday, or another modern HCM frequently leave the source Sage People org running 'just in case HR or audit asks'. Two years later, that 'just-in-case' Salesforce org is costing £400K–£1.5M per year in Sage People licences, Salesforce Platform storage overage, MuleSoft integration tier, and a thin team of Salesforce admins keeping the lights on. HR queries it twice a year for a tribunal lookup; payroll touches it for a P11D recalc.

    Sage People data archival flips the economics. The complete operational dataset — every Worker__c, every Employment_Record__c, every Salary__c version, every Leave_Request__c — moves to cloud object storage in Parquet, partitioned by year/month/business-unit, with a SQL/REST query interface that HR and auditors find more responsive than the original Salesforce org. The Sage People org licences can be retired or reduced to read-only count; retention is satisfied; TCO drops 60–90%.

    For customers still actively using Sage People, archival also works as ongoing org hygiene. Terminated worker history older than two years migrates to archive on a continuous schedule, keeping Worker__c and history-tracked custom objects within Salesforce storage allocations, accelerating reports, and reducing Salesforce admin overhead.

    Compliance regimes Syntra archive satisfies

    1
    UK GDPR / DPA 2018
    6-year HR record retention, ICO-aligned right-to-erasure framework with archive exemption logic for legitimate-interest and legal-obligation bases.
    2
    HMRC payroll
    7-year retention for payroll, P11D, P60, P45, RTI submission history. Pre-built auditor extracts shaped to HMRC inspection requirements.
    3
    FLSA / ADEA (US)
    3–7 year retention for US employees with sector-specific extensions. Federal contractor and government-clearance scenarios supported.
    4
    HIPAA (healthcare HR)
    6-year minimum for HCM data with PHI implications. Role-based access, sensitive-field masking, full read-log evidence.

    What goes into a complete Sage People data archive

    Not just records — everything an HR business partner, auditor, or HMRC inspector might ever ask about your decommissioned Sage People org.

    👤

    Worker & employment history

    Worker__c, Person__c, Employment_Record__c, Position__c, Department, Location — full effective-dated employment history preserved, including terminations, rehires, secondments, M&A-transferred employments.

    💵

    Compensation history

    Salary__c versions, Bonus, Allowance, Salary Review cycle outcomes, Pay Component changes — full salary chain per worker preserved with audit-grade timestamps and approver chain.

    🏖️

    Leave & absence records

    Leave_Request__c, Absence Policies in effect at time of request, accrual balances at each year-end, UK statutory leave (SSP, SMP, SPP) records with HMRC-relevant evidence.

    🛠️

    Customization catalog

    Every Apex class/trigger (source + version), Salesforce Flow, Process Builder, Visualforce page, Lightning Web Component, validation rule, custom field — post-decommission 'what did the system do?' evidence.

    📊

    Reports & dashboards

    Standard report definitions, custom report types, dashboard configurations, list views — preserved as artifacts so a future auditor can see the exact report HR used to monitor headcount in 2023.

    🔐

    Security snapshot

    Salesforce Profile, Permission Set, sharing rule, role hierarchy snapshot at decommission date — the evidence layer auditors need to validate access controls during the retention window.

    The Sage People data archival process — five stages

    Whether you're archiving in preparation for Fusion migration or after decommission, the workflow is the same.

    1

    Scope & Retention Design — Week 1

    Inventory Sage People objects in scope, classify data domains (workers, compensation, leave, talent, recruiting), map each domain to applicable retention regime (UK GDPR, HMRC, FLSA, HIPAA). Output: a per-domain retention policy signed by HR, payroll, compliance, and legal.

    2

    Extract & Stage — Weeks 2–4

    Sage People extractor pulls every in-scope custom object — full history including terminated workers, closed leave requests, historical salary versions. Output staged to cloud object storage as Parquet, partitioned by year/month and (where natural) business unit or pay group. Hash-signed at row level.

    3

    Customization & Reports Inventory — Weeks 3–5

    Discovery engine reads Salesforce Metadata API: ApexClass, ApexTrigger, Flow, ProcessBuilder, Validation Rules, custom fields, reports, dashboards. Catalog stored alongside data with the same retention policy.

    4

    Build Query Interface — Weeks 4–6

    SQL (JDBC/ODBC) and REST endpoints provisioned. Role-based access configured per domain (HR ops, payroll, audit, DSAR). Pre-built extracts (active headcount over time, P11D inputs, leave utilization, manager hierarchy snapshots) materialized. Sensitive-field masking applied.

    5

    Validate & Decommission — Weeks 6–8

    Sample HR queries run against archive vs live Sage People to validate parity. Sign-off pack issued. Sage People org reduced to read-only or fully decommissioned. Archive is now the system of record for retention purposes.

    What customers save by archiving instead of keeping Sage People alive

    The economics of Sage People data archival vs running a 'compliance-only' Sage People org.

    💰

    Sage People per-user licence

    Even reduced to a read-only audit licence count, Sage People licences run £15–40 per user per month. For 5,000 employees that's £900K–£2.4M/year. Archive eliminates this line item entirely.

    ☁️

    Salesforce storage overage

    Multi-year Worker__c history, Leave_Request__c entries, Salary__c versions push orgs past included storage allocation. Overage runs £400-2,000/month at scale. Archive runs on cloud object storage at pennies per GB-month.

    🔗

    Integration tier

    MuleSoft Anypoint or equivalent integration tier connecting Sage People to payroll, learning, benefits typically runs £80-200K/year. Archive needs no live integrations — it's a read-store.

    👥

    Salesforce admin time

    Even a 'lights-on' Sage People org needs Salesforce admin time for user management, security patches, Sage People managed-package upgrades, audit access provisioning. Typically £80-150K/year fully loaded.

    📅

    Managed-package upgrade cycle

    Sage People delivers managed-package releases roughly twice yearly. Testing, regression validation, customization compatibility checks consume 4–8 person-weeks/year. Archive has no upgrade cycle.

    📉

    Risk reduction

    A live Sage People org is an attack surface, a compliance dependency, and a single point of Salesforce-admin skill failure. Archive removes all three risks while preserving the data.

    Frequently asked questions

    What is Sage People data archival and why does it matter?+

    Sage People data archival is the process of moving historical HR data, terminated employee records, closed leave requests, and historical payroll integration data out of the operational Sage People Salesforce org into a queryable long-term cloud archive. Organizations archive Sage People data for three reasons. Salesforce Platform storage costs — Sage People orgs accumulate millions of Worker__c history records, Leave_Request__c entries, and Salary__c versions, and Salesforce storage allocation is expensive past the included quota. Compliance retention — UK GDPR 6+ year HR record retention, HMRC payroll 7 years, ICO right-to-erasure obligations that need an archive exemption framework. Migration prep — a smaller production Salesforce footprint is faster, cheaper, and less risky to migrate to Fusion. Syntra ETL routes cold data to cloud Parquet, leaves access stubs in Sage People if needed, and exposes a SQL/REST query interface for HR ops and auditors.

    How long should we retain Sage People HR data after employees leave?+

    UK GDPR / Data Protection Act 2018 sets the baseline for UK-based Sage People customers: HR records should generally be retained for 6 years post-termination to cover potential tribunal claims, with payroll records retained 6 years for HMRC purposes (with some classes — gender pay gap, equality monitoring — retained longer). EU GDPR varies by member state, typically 5–10 years. US customers under FLSA and ADEA face 3-year minimums extending to 7+ years for federal contractors. Healthcare-sector Sage People customers retain under HIPAA at 6 years minimum. Pension and auto-enrolment records: typically retained for the lifetime of the worker plus 6 years under TPR guidance. Syntra ETL's archival policies are configurable per data class so each retention regime is satisfied without overpaying to keep everything.

    Does Syntra ETL preserve Sage People object structure during archival?+

    Yes. The Sage People data archival path preserves the Salesforce custom-object schema — object names (Worker__c, Salary__c, Leave_Request__c), field API names, data types, picklist values, lookup relationships — in the archive. Archived data lives as Parquet with embedded schema plus a JSON Schema sidecar generated from the Salesforce Metadata API. The archive query interface lets HR ops and auditors run familiar SELECT statements against Worker__c, Salary__c, Leave_Request__c and so on, returning results that match what they would have seen in the live Sage People org — including custom fields your admins added, effective-dating, and the full Sage People business context. No translation, no schema flattening.

    Can the Sage People archive support GDPR right-to-erasure requests?+

    Yes, with the standard caveats. UK GDPR (and EU GDPR) right-to-erasure applies to personal data the controller no longer has a lawful basis to retain. Archived HR data is typically retained on a legitimate-interests basis (potential tribunal claims) and a legal-obligation basis (HMRC, pension regulation) for the statutory retention period. Erasure requests during that period can be lawfully refused, but the data subject must be informed. After the retention period, the archive supports targeted erasure: a specific Worker__c record and all related Employment_Record__c, Salary__c, Leave_Request__c rows can be erased on signed authorisation. Erasure events are themselves logged (paradoxically, you keep an audit trail of the erasure) per ICO guidance. The archive exposes a documented DSAR (Data Subject Access Request) endpoint for the access-request side of GDPR.

    Can the Sage People archive replace the live Salesforce org entirely?+

    Yes, for organizations that have migrated to a new HCM (Oracle Fusion, Workday) and no longer need operational Sage People. The Syntra archive holds the complete worker data, the customization catalog (Apex, Flow, custom fields, validation rules), the security model snapshot, and the reporting library — everything an auditor or HMRC would otherwise demand a live Salesforce org for. Customers save 60–85% on Salesforce Platform licence costs (Sage People per-user licensing), Sage People support fees, MuleSoft or integration tier costs, and Salesforce storage overage. The archive query interface satisfies UK GDPR, HMRC, FLSA, and HIPAA access requirements for the full retention window.

    How is access to the Sage People archive secured?+

    Role-based access with mandatory audit logging. Every query against the archive is logged with user, timestamp, query text, rows returned, sensitive fields accessed. Archive data is encrypted at rest with KMS-managed keys, in transit with TLS 1.3. Sensitive HCM fields (Salary__c.Annual_Salary__c, National Insurance Number, bank account, date of birth) are masked by default and require explicit role permission to unmask. Different role tiers for HR ops (full read), payroll team (payroll-only fields), auditors (read-only with audit-log access), ex-employees (DSAR portal access to own records only). Integration with your corporate IdP (Azure AD, Okta) via SAML or OIDC for single sign-on.

    How does the Sage People archive cost compare to keeping the org live?+

    Order-of-magnitude cheaper at scale. A live Sage People org for a 5,000-employee company typically runs £20-50 per user per month for the Sage People licence (the Salesforce Platform licence is bundled), so £1.2M-3.0M per year — plus storage overage if you've accumulated millions of history records (£500-2,000/month), plus integration tier costs (MuleSoft Anypoint can run £100K+/year), plus internal Salesforce admin time. The Syntra archive replaces all of that with cloud object storage at pennies per GB-month plus the archive query service licence. Customers typically see total cost drop from £1.5M+/year to £80-150K/year — a 90% saving.

    Will archived Sage People data work with our BI and audit tools?+

    Yes. The archive exposes a standard SQL interface (JDBC/ODBC), so Tableau, Power BI, Looker, Qlik, Alteryx, ACL, IDEA, and similar tools connect with no modification. A REST API supports programmatic access. The underlying Parquet files can be queried directly from Athena, BigQuery, Snowflake, Databricks, or Spark for warehouse-native access. Standard auditor and HR analytics extracts (active headcount by department over time, salary band distribution, leave utilization trends, manager span-of-control history) ship as pre-built saved queries. UK HMRC-specific extracts (P11D inputs, RTI submission history) are also pre-built.

    Ready to plan Sage People data archival?

    30-minute call. We'll walk through your Sage People org footprint, retention requirements, decommission timeline, and quantify the TCO reduction you'd see in year one.