Enroll a Worker in a Donation Plan

If the worker is eligible to receive a time-off donation from coworkers, here's how you enroll the worker in a donation plan:

1. In the Absences work area under the My Client Groups tab, click Absence Records.

2. On the Manage Absences and Entitlements page, in the Plan Participation section, Accrual Plans subsection, on the Enrollments and Adjustments menu, select Add Enrollment.

3. Select the donation plan.

4. Enter the date when the worker's plan eligibility starts.

5. Optionally, enter a unique alias to protect the identity of the donation recipient and comply with privacy requirements of your organization.

6. Optionally, decrease or increase the ceiling amount in the Ceiling Override field if you want to provide a different limit from the ceiling amount defined during plan setup.

7. Click Submit.

When workers initiate donations from their accrual plans, they see only recipients for donation plans with the same unit of measure as their accrual plans. Therefore, it's important to enroll workers in donation plans with the correct unit of measure.

You can make corrections or change the alias by selecting Update Enrollment from the Enrollments and Adjustments menu of the Manage Absences and Entitlements page. You can even update the ceiling amount to a value lower than the current balance. However, this means that no more donations are accepted for this plan because the balance is higher than the ceiling.