Setup order

You typically perform setup tasks in the this order. As an alternative, you can start with the Plan Type and Plan and set up each required element.

• Service Code
• Service Class
• Service Class/Code relationships
• Reason Class
• Reason Code
• Reason Class/Code Relationships
• Calculations and Formulas
• Accrual, Allotment, Limit, GL Liability Tables
• Service, Accrual, Limit, Balance & GL Rules
• Absence Plan Category Values
• Plan Type
• Eligibility Group
• Plan