Mass terminate by accrual end date
- Select Absence Management > Enrollment > Mass Terminate.
-
Specify this information:
- Processing Option
- Select Accrual End.
- Organization Unit Group
- Specify an organization unit group for which to process
resource plans.
All resources whose primary work assignment's Organization Unit is within this Organization Unit Group are processed.
- Resource Group
- You can select to run this process for a specific resource group.
- Resources
- You can select to run this process for up to eight individual resources.
- Plan Type
- Specify a plan type from which to terminate resources.
- Eligibility Group
- Select one or more eligibility groups. If this field is blank, all Eligibility Groups are processed.
- Accrual End Through Date
- Specify the date through which records are selected for updating. Resource Plan records with an accrual end date on or before the through date specified and without an accrual end date already on the record are selected. This field is required for this processing option.
- Set Override
- Select this check box to set the Override Plan Dates And Accrual End Date option on selected resource plan records. This prevents Recalculate Enrollments from reactivating the resource plan record for future eligibility group updates.
- Include Non-Zero Available Balances
- Select this check box to terminate records with available balances, including negative balances. If this field is not selected, only resource plan records with no available balances are included.
- Update
- Specify an update option.
- List Plans To Terminate: creates a list of records that are terminated.
- Terminate Plans: Terminates the plans that match the selection criteria. It is important to use the same selection criteria to terminate as you did when you generated the List Plans To Terminate.
- Click OK to process this action immediately or click Schedule to schedule the action to run later.