Options to Configure Accrual Enrollment and Termination

Workers are enrolled into accrual plans as a result of employment and eligibility. They're disenrolled from accrual plans when they're terminated or their plan eligibility ends.

Define when you want to enroll or disenroll a worker in the Participation tab of the Absence Plan setup page. Configure the plan to do the following:

• Automatically enroll workers when they're hired or when a transfer event occurs.

• Use a formula if you want to consider other aspects or rules to determine when to enroll workers.

Define a waiting period if you want newly enrolled workers to start accruing time under that plan only after a specific amount of time elapses after the date of enrollment.

Configure the plan to automatically disenroll workers as a result of employment termination or loss of eligibility to a plan. On plan termination, define how to:

• Disburse the amount for payment if the worker has a positive absence balance.

• Recover the amount from the last pay if the worker has a negative absence balance.

For example, if a worker is terminated from employment on October 12, 2017, the following updates can occur to reflect the termination.

• If an absence starts on or after October 12, it's withdrawn.

• If there is an absence spanning the termination date of October 12, the end date is automatically calculated as the termination date for the absence. For example, if the worker schedules an absence from October 9 to October 17, since the termination date is October 12, the end date of the absence is updated as October 12.

• If an absence is open-ended, the end date of the absence is October 12 since the termination date is calculated as the last day of the absence.

• Plan use is recalculated for all updated absences.

• All active accrual enrollments are updated to reflect an end date of October 12.

• Final disbursements are transmitted to payroll, if final disbursement is configured.