Recalculating enrollments

Use this action to create a list of pending resource plans to update. Use the Process action that is available on the list to update the resource plan with the changes.

  1. Select Absence Management > Enrollment > Recalculate.
  2. In the Resources section, specify this information:
    Note: If none of the Resource options are specified, then all resources for the Organization are processed.
    Organization Unit Group
    Specify an organization unit group for which to process resources and resource plans.

    All resources whose primary work assignment's Organization Unit is within this Organization Unit Group are processed.

    Resource Group
    This is a custom group that is based on the Employee business class with subject HCMGroupAbsenceEmployee. If selected, all resources who are a member of this group are processed. If you select a Resource Group, leave the Resources field blank.
    Resources
    You can select up to eight individual resources. Do not select duplicates. If you select Resources, leave the Resource Group field blank.
    Eligibility Group As Of Date
    If this field is blank, the default value is the current date. This is the date that is used to determine eligibility for a plan. A resource is eligible for an eligibility group if it has any work assignment that is included in a Eligibility Group as of this date.

    Leave this field blank if you select the Use Current Date For Eligibility Group As Of Date field.

    Use Current Date For Eligibility Group As Of Date
    Select this check box to schedule the action to run on a recurring basis. The current date from when the action is run for the Eligibility Group As Of Date is always used. If you select this field, leave the Eligibility Group As Of Date field blank.
    Update Immediately
    Select this check box to process updates immediately and have them displayed on the Processed tab of Enrollment Updates. If you select this option, it is recommended that you schedule the Purge All From List action to run daily on processed records to prevent them from accumulating.
  3. Click Submit.
    Note: If a resource is reactivated in a plan, then the Transfer option on the Resource Plan is reset to Open. A resource is reactivated when the Accrual End or Plan End dates are cleared. Resetting to Open enables normal event processing in the future.
  4. To complete the recalculation of enrollments, you must take action on the results:
    • Select Enrollment > Enrollment Updates and select the Errors tab to view and fix processing errors.

      See Fixing mass create errors.

    • Select Enrollment > Enrollment Updates and select the Pending tab to view and process unprocessed enrollments.

      See Processing enrollment updates.

    • Select Enrollment > Enrollment Updates and select the Processed tab to view processed enrollments.