Example of Loading Accrual Plan Enrollments

You can load absence data for plan enrollment details, such as new enrollments or updates to existing enrollments. Use the Accrual Plan Enrollment business object to:

  • Enroll all employees of an organization into an accrual plan in bulk, instead of individually.

  • Update employee details when there is a change in their work schedule. You can terminate their enrollment for the previous plan and enroll them into new plans according to the changed work schedule.

  • Delete an employee's plan enrollment if there is no accrual record for the corresponding plan.

Preparing to Load Accrual Plan Enrollment Object

Before you load accrual plan enrollment, you must:

  • Verify that there are no overlapping enrollment records for the same assignment and plan

  • Ensure that the start date is within the employment dates for the employer

  • Ensure that both the unit of measure and number of units are specified

  • Verify that the plan type is Accrual. This loader does not support other plan types

Loading an Accrual Plan Enrollment

This example PersonAccrualPlanEnrollment.dat file uses user keys to enroll an employee into an accrual plan.

METADATA|PersonAccrualPlanEnrollment|PersonNumber|WorkTermAsgNum|PlanName|ManualEnrollment|RunAccruals|EnrtEndDt|EnrtStDt
MERGE|PersonAccrualPlanEnrollment|955160008177403|ET955160008177403|JL_PLAN_UOM_HRS|N|Y|2018/01/01|2017/01/01