Mass terminate by plan end date
- Select Absence Management > Enrollment > Mass Terminate.
-
Specify this information:
- Processing Option
- Select Plan 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 for a specific resource group.
- Resources
- Select up to eight individual resources.
- Plan Type
- Specify a plan type from which to terminate resources.
- Eligibility Groups
- Select one or more eligibility groups. If this field is blank, all Eligibility Groups are processed.
- Resource Plan End Date
- Specify the plan end date to update on the selected resource plan records. Required.
- Accrual End Through Date
- Specify the date through which records are selected for
updating. Resource Plan records with this criteria are selected:
- An accrual end date that is on or before the through date.
- Without a plan end date that is already on the record.
Required.
- 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 terminated.
- Update
- Select an update option.
- List Plans To Terminate: Create a list of records to terminate.
- 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.