Introduction
I have received a lot of requests from my peers where they would like to know how does the “Update Accrual Plan Enrolment” process works.
So, here is an attempt from my side to explain the same.
For this example, we would try to create a Accrual Plan say Accrual Plan A which will have the following basic details:
- Legislation – US
- Plan Type – Accrual
- Accrual Method – Incremental
- Accrual Frequency – Monthly
- Carryover – No Carryover
- Participation – As of Event
- Plan Start Date – 01/01/1951
Now, when we devise such a plan it is expected that the moment a new-hire is created he/she will automatically get enrolled to the plan.
Q. But how about the already existing records?
Well they can be enrolled by running “Update Accrual Plan Enrolment” schedule process.
Q. But then from what date does one gets enrolled into the plan?
The date which is passed while running the “Update Accrual Plan Enrolment”
Q. How to ensure that for all pre-existing record the enrolment start date should be hire date.
A. One can use a custom Absence Plan Enrolment Start Date Fast formula and attach to the plan
So, in a nutshell, in-order to ensure that:
- All existing hires get enrolled into the new plan from their hire date
And
- All new hires get auto-enrolled as and when hiring event takes place
We would have to do a three step process:
Step 1: Assign a Custom Absence Plan Enrolment Fast Formula to the newly created Absence Plan and run the scheduled process “Update Accrual Plan Enrolment” with effective date as System Date
Step 2: Once step 1 is completed remove the Fast Formula and change the setup to “As of Event”. Try Hire an Employee and you should see that the new employee gets enrolled from the hire date.
We would perform the same steps and verify if the above statements are correct.
Configuring Absence Plan
We will configure a Absence Plan (Accrual Plan A) and it has the following setup:
Once this setup is done we will create a custom report which will be based on below SQL.
Once we run the report based on this we will get following output
We can see that with the current setup only 1 record has got enrolled.
Next, we will create a custom Fast Formula
In the next step we will change the Absence setup (Participation -> Enrollment Start Date) to Formula
Now we will run “Update Accrual Plan Enrollments” ESS job.
Navigation: Tools -> Scheduled Processes -> Update Accrual Plan Enrollments
If we see the output file we can see that there are 3732 records processed
And a quick re-run of report shows following data
We can verify the same from UI
Navigation: My Client Groups -> Data Exchange -> Person Management -> Search for Person Number 10 -> Actions -> Absences -> Absence Records
Summary
So, this is how we can create a new plan and follow the process to ensure all employees (all existing in application already as well as new employees to be hired in future) gets enrolled in a absence plan.
Also, we tried to explain how the delivered “Update Accrual Plan Enrollments” works.
And with this we have come to the end of the article, hope this was a good read and you guys learned something.
Thank You all for your time, have a nice day ahead.
Good Bye, take care and stay safe.
Downloadable Files:
AbsencePlanEnrollmentDetails_dm.xdm.catalog
ANC_SET_HIRE_DATE_AS_ENROLLMENT_START_DATE_FF
AbsencePlanEnrollmentDetails.xdo.catalog
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