Options to Set Up Accrual Plan Adjustments

Depending on your access, you can select the following accrual plan balance adjustment options:

• Adjust balance

• Transfer balance

• Disburse balance

• Update balance details

You can select these balance adjustment options on the Enrollment and Adjustments menu of the Plan Participation section on the Manage Absence Records and Entitlements page.

Adjust Balance

Use this option to make special adjustments to plan balances, such as award leave time to a worker for exemplary performance at work.

Transfer Balance

Use this option to select a source plan and specify an amount of time to transfer to a target plan balance. Before you make this adjustment, review the plan balances of the source and target plans on the Manage Absence Records and Entitlements page. This helps determine if the worker has enough time in the source plan balance that you can transfer to the new plan balance.

Disburse Balance

Use this option to pay out a part of the plan accrual balance to the worker.

Update Balance Details

Use this option to update the adjustment value and reason, such as removing an incorrect adjustment value or updating the adjustment reason as clerical error.