Guidelines for Configuring Benefit Plans for Selling Time Off

This topic outlines configuration aspects and restrictions that you need to consider before you configure these type of benefit plans.

Absence Management

You configure an absence plan for use with Benefits only if you want to transfer to Absence Management, details of the absence units that were sold. You need to create a new plan for integrating with Absence Management, not modify existing plans that have existing rates.

You can continue to configure vacation and sick plans for selling time off in Benefits without using Absence Management.

Absence Balance

Depending on the absence type that was configured, participants can see the absence balance before deciding how much to sell during a benefits enrollment. To set up this, you need to ensure that the absence type associated with an absence plan is configured to maintain an upfront balance. The absence balance won't appear for absence plans that don't maintain a balance.

Benefit Plan Function

As long as the plan doesn't have rates defined, and no enrollment opportunities exist, you can change the plan function. However, if the benefit plan was evaluated and enrollment opportunities created for even a single employee, you can't change the plan function.

Rates

When you create a rate for use with a vacation or sick time-off sale plan, you can't configure the Pass to payroll and the Communicated amount rules. The display type of rates for such plans is always set to Primary and the treatment rule is always set to Replace.

Enrollments and Adjustments

The enrollments for these type of plans store details of the absence units that the participant chose to sell during enrollment. The enrollment won't contain the actual hours that are paid to the participant.

If you need to make adjustments, you can make them using Absence Management, not Benefits. You can't override the enrollments in Benefits.

Other Configuration Restrictions

Due to the nature of these plans, you can't configure them for unrestricted enrollment. Also, you can't configure these plans for primary care designations, certification requirements, dependent or beneficiary designations, or action item requirements.

You can't create options for these plans. That's because only individual participants can sell their vacation or sick-time sale. If options exist, you can't change the plan's function to Vacation Sell or Sick Time Sell.

Participants can sell only absence time with these type of benefit plans, so you can't create spending options or rollover rates.