Plan categories
Plan categories are used to group plans for limit checking, balance transfer actions, and reporting. Place plans into a common category if:
- A limit must be applied across the combined resource balance amounts for the plans within the category.
- Plan balance transfers will be performed, limit the transfer of balances to only those plans within the category.
- You want to generate reports and include records for only those plans within the same category.
Example
Brooks Media, Inc. has a holiday plan and two vacation plans. If a resource loses eligibility in one vacation plan, and gains eligibility in the other, perform these steps:
- Recalculate Enrollments to stop the Resource Plan record in the first plan
- Add a new Resource Plan record in the second plan.
If the balance in the first plan is automatically moved to the second plan, define a Vacation plan category to combine the two vacation plans. This will prevent the balance from being moved to the Holiday plan in which the resource is also enrolled.
Example
A resource is enrolled in three paid-time-off (PTO) plans. Your
organization's policy is that the resource balance cannot exceed 320 hours in all plans
combined. You can:
- Define an on-going balance limit on Limit Rule for each plan that uses a balance limit type of Plan Category
- Group the plans for which the combined limit applies within a defined plan category