Options for the Withdraw Accruals and Balances Process
You withdraw and update employee accrual balances and delete enrollments using the Withdraw Accruals and Balances process. Run this process using the Schedule and Monitor Absence Processes task in the Absences work area.
You typically run this process to correct existing accrual data. You can also run the process for individual enrollments.
Process Parameters
Use combinations of these parameters to control which person records are processed:
Parameter |
Description |
---|---|
Effective Date |
Withdraws the accrual balance or deletes enrollments for only those plans that are effective on the specified date This is a required parameter. You can select a past, current, or future date as the effective date. |
Processing Option |
Withdraws accrual balances or deletes enrollments This is a required parameter. |
Person |
Includes absences for only the specified person |
Legal Employer |
Includes employees assigned to the selected legal employer |
Person Selection Rule |
Includes employees identified by the person selection rule You can use the Person Selection formula type to include specific employees who meet special requirements for the absences batch process. You define the formula using the Manage Fast Formulas task and select that formula in the Person Selection Rule field. |
Payroll |
Includes employees assigned to the selected payroll |
Payroll Relationship Group |
Includes employees assigned to the selected payroll relationship group You can define payroll relationship groups for a group of people in a single payroll or in multiple payrolls. |
Legislative Data Group |
Includes only the absence types associated with the selected legislative data group |
Absence Plan |
Withdraws accrual balance or deletes enrollments for the selected accrual plan |