Options for the Update Accrual Plan Enrollments Process

Update enrollments such as new hire, termination, and transfer events for multiple employees using the Update Accrual Plan Enrollments process in the Absences work area. You typically run this process daily to determine plan eligibility, and update plan enrollments and terminations for multiple employees.

Process Parameters

Use combinations of these parameters to control which person records are processed:

Parameter

Description

Effective Date

Evaluates and updates plan enrollments that are effective on the specified date

This is a required parameter.

Person

Includes absences for only the specified person

Business Unit

Includes employees in the selected business unit

Legal Employer

Includes employees assigned to the selected legal employer

Person Selection Rule

Includes specific 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.

Absence Plan

Processes enrollments for only the selected accrual plan

If you don't select an absence plan, you must select at least one of these parameters:

  • Person

  • Business Unit

  • Legal Employer

  • Person Selection Rule

The process updates accrual plan enrollments for each employee identified by the other parameters.

Plan Category

Includes a specific category, such as balance transfers

Changes since last run

Includes employees with changes, such as assignment updates or corrections since the last process run

Payroll

Includes employees assigned to the selected payroll

Legislative Data Group

Includes only the absence types associated with the selected legislative data group

If you want to automatically enroll employees to corresponding accrual plans based on their legislative data group, you need to define the following lookup type and lookup code:

  • Lookup Type: ANC_PROC_CONFIGS

  • Lookup Code: ENROLLMENT_PROCESS_LDG

So when you run the process, the application automatically enrolls employees to eligible absence accrual plans associated with the legislative data group, even if you don't select this field.