Manual enrollment

You can manually enroll resources into absence plans or override plan parameters by resource, by plan, or by organization.

Use this procedure to manually enroll a resource:

  1. Select Absence Management > Enrollment > Manual.
    Select one of these menu options depending on which level you use to enroll:
    • By Resource: Select the resource, click New, and specify a plan type and eligibility group.
    • By Plan: Select the plan, click New, and specify an employment ID for the resource.
    • By Organization: Click New and specify an employment ID, plan type, and eligibility group.
    Note: The resource is not required to meet the eligibility group criteria to be manually enrolled in a resource absence plan record.
  2. On the Dates tab, specify this information:
    Plan Entry
    Specify the date when processing of this plan begins for this resource.
    Override Plan Dates and Accrual End Dates
    Select whether the Plan Entry Date, End Date, or Accrual End Date have been overridden and should not be updated automatically by Recalculate Enrollments, Mass Create, and Mass Terminate.
  3. On the Overrides tab, specify this information:
    Accrual
    Select the hours or earnings accrual table to use in place of the table on the accrual rule for this resource's structure.
    Allotment
    Select the hours or earnings allotment table to use in place of the table on the accrual rule for this resource's structure.
    Balance Limit
    Select the hours or earnings balance limit table to use in place of the table on the limit rule for this resource's structure.
    Accrual Limit
    Select the hours or earnings accrual limit table to use in place of the table on the limit rule for the resource's structure.
    General Ledger Liability
    Select the hours or earnings liability table to use in place of the table on the general ledger rule for this resource's structure.
    Accounts or Cost Center
    Accounts or Cost Center fields are displayed, depending on the field used by your organization.
    Accrual
    Specify the general ledger company, accounting unit, and detail account combination or the cost center to post hours accrual. If this field is blank, the account or cost center from the General Ledger Rule is used during processing.
    Expense
    Specify the general ledger company, accounting unit, and detail account combination or the cost center to post hours expense. If this field is blank, the account or cost center from the General Ledger Rule is used during processing.
    Activity and Account Category; or Expense Project
    Specify the Activity or Expense Project to post commitments for hours balance. If this field is blank, the default value is the Activity or Expense Project from the resource record.
  4. Click Save.
  5. Click Plan Details to view a PDF. The PDF includes details of the Absence Plan setup including any related Rule, Table, Calculation and Formula detail.