Rollover Support After Loss of Eligibility and Global Transfer

During a local or global transfer, there can be absence balances left in the source plan when the ceiling limit of the target plan is reached. With the new enhancement, you can configure the absence plan to allow the balances left in the source plan to be rolled over into another plan. This way the employee retains all their leaves.

You can define the rollover rules by selecting the Rollover positive balance check box under the Balance Disposition Rules section. That check box enables the Rollover Rules section.

Screen capture of the Rollover Rules options

Rollover Rules options

You can configure the rollover rules to either allow unlimited balance or limit the balance amount using a flat amount or a formula.

Get greater control over absence plans where you can now configure rollover rules to another plan after loss of eligibility or global transaction.

Steps to Enable

You don't need to do anything to enable this feature.