Performing mass plan transfers by eligibility group

Organization Unit Group

Specify an organization unit group to limit the resources that are included for processing. If selected, leave the Resource Group, and Resource fields blank.

Resource Group

Specify a resource group to limit the records. If a resource group is selected, leave the Organization Unit Group and Resources fields blank.

Resources

Select up to eight resources to include in the transfer. If selected, leave the Organization Unit Group and Resource Group fields blank.

From Plan Type

Specify the plan type from which to transfer resources.

From Eligibility Group

Specify the eligibility group on the plan from which to transfer resources.

Include Plans with Override Set

Select this check box to include Resource Plan records in the transfer that have the Override option selected.

Create Zero Balances

Select whether the plan balances from the Transfer From record are zeroed out as part of the transfer. If this field is not selected, no offsetting transactions are generated for the balance amounts that are added to the new resource's record.

End Accruals For The From Resource Absence Plans

Select whether the Resource Plan ends in the Transfer From plan. If selected, the Accrual End Date is populated on the resource’s record.

To Plan Type

Specify the plan type to which to transfer the values.

To Eligibility Group

Specify the eligibility group on the plan to which to transfer values.

To Plan Entry Date

Specify the plan entry date for the Transfer To plan.

When the Transfer To resource plan already exists: if you select the Earliest Date option, the Plan Entry dates between the Transfer From and Transfer To resource plans are compared. The earliest of the two dates is used on the Transfer To resource plan.

When the Transfer To resource plan does not exist: the plan entry date for the Transfer From resource plan is compared to the transfer date parameter. The earliest of these two dates is used on the Transfer To resource plan.

If No Adjustment is selected and there is an existing Transfer To resource plan record, its Plan Entry date is unchanged. If No Adjustment is selected and there is no existing Transfer To resource plan record, the Plan Entry date on the Transfer To record that is created contains the Transfer Date.

Keep Plan Override

This option is displayed if you selected to include plans with override set in the Transfer From options. If this option is selected, the Override field on the Transfer To plan remains selected. If cleared, the Override field on the Transfer To plan is cleared.

Dates

Optionally, specify the dates to transfer from one plan to the other.

If dates are already populated for the resource record in the plan to which values are transferred, they are not overwritten.

Balances

Optionally, select the balances to transfer from one plan to the other.

Transactions are created to affect the transfer of any balance amounts selected. These transactions must be processed by Process Plans to update the resource records in the plans.

Accounts or Cost Center

An Accounts field is displayed if your organization is configured to use Chart of Accounts. A Cost Center field is displayed if your organization is not configured to use Chart of Accounts.

In the Accounts field, select whether to transfer General Ledger Account, Activity, or both. If selected, the General Ledger account and Activities fields on the Transfer To record are populated with values from the Transfer From plan.

In the Cost Center field, select whether to transfer Cost Center, Project, or both. If selected, the Cost Center and Project fields on the Transfer To record are populated with values from the Transfer From plan.

Finance Structures

Select whether to include Financials and Supply Management's Finance Structure during the transfer of the selected absence plan's details to another.

Override Tables and Amounts

Select this check box to transfer override tables or amounts from one plan to the other.

History Detail

Select this check box to transfer transaction history records from one plan to the other. If selected, the transaction detail is copied from one plan to the other.

Expiring History Detail

Select this check box to transfer expiring transaction history records from one plan to the other. If selected, the transaction detail is copied from one plan to the other.

Transfer Date

Specify the date of the transfer. This is used as the transaction date.

Transfer Expiration

Specify the date of the transfer expiration. This is used as the transaction expiration date.

Update

Specify whether to create a list of records to transfer or to complete the transfer on the selected records.

• Select List Transfers to create a list of resource plans to transfer.
• Use Complete Transfers to transfer resource plans based on selected criteria. It is important to use the same selection criteria to complete transfers as you did when you generated the list of transfers.

  See Update fields in set actions

Click the Schedule button to schedule the action to run later.