Mass terminate by resource
- Select Absence Management > Enrollment > Mass Terminate.
-
Specify this information:
- Processing Option
- Select By Resource.
- Organization Unit Group
- Optionally, 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
- Select a specific resource group.
- Resources
- Select to run for 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. Not required.
- Accrual End Date
- Specify an accrual end date. Resource plan records with
one of these criteria are selected:
- A blank accrual end date.
- An accrual end date that is greater than the date that is specified.
This date is set as the Accrual End Date on the selected records. Required.
- Set Override
- Select this check box to set the Override Plan Dates And Accrual End Date option on selected resource plan records. Selecting this check box prevents reactivating the resource plan record for future eligibility group updates when Recalculate Enrollments is run.
- Include Non-Zero Available Balances
- Select this check box to terminate records with available balances, including negative balances. If this field is not selected, then only resource plan records with no available balances are included.
- Update
- Specify an update option.
- List Plans To Terminate: creates 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.