Creating plan types

  1. Select Absence Management > Set Up > Plans and Components.
  2. Click the Plan Types tab, and click Create.
  3. Specify the Plan Type code and Description.
  4. Define the plan parameters. Specify this information:
    Active

    The status is active by default. Clear the check box to inactivate it.

    Automatic Enrollment
    Select the check box to automatically enroll resources who meet the eligibility group criteria for plans that use this plan type. These resources are automatically enrolled into the plan when any new hire record is created or when Recalculate Enrollments is run for resource updates.

    If you do not enable automatic enrollment, you must run Mass Create Enrollments or manually add, change, or terminate resources to plan types.

    Note: Enrollments are automatically stopped for resources when they no longer qualify for the plan, regardless of whether the Automatic Enrollment option is selected.
    Balance Type
    Specify the balance type to which this plan belongs. The balance type determines how plan type balances are managed for resources and is automatically set to Eligibility Group.
    Table Basis
    The default value is Cycle Based.
    Enrollment Type
    The default value is Eligibility Group.
    Plan Category
    Specify the category to which the plan type belongs.

    The category can be used to combine ongoing balance limits or annual accrual limits for all plans within a plan category.

  5. Click Save.