Plan category

Plan categories are used to group plans together for limit checking, balance transfer actions, and/or reporting. Place plans into a common category if:

  • A limit needs to be applied across the combined employee balance amounts for the plans within the category.

  • Plan balance transfers are to be performed, and you want to control which plans the balances may be transferred between to only those plans within the category.

  • You want to run reports (i.e., Employee Plan Master Listing) and include records for only those plans within the category.

You define plan categories in the Human Resources application.

Example

Brooks Media, Inc. has a holiday plan and two different vacation plans. If an employee loses eligibility in one vacation plan, and gains eligibility in the other, Employee Absence Plan Update (LP100) stops the master record in the first plan and add a new master record in the second. If the balance in the first plan (for which the master is now stopped) is automatically moved to the second plan, but you want to prevent the balance from being moved to the Holiday plan (in which the employee is also enrolled), you would define a "Vacation" plan category to group the two vacation plans together.

Example

If an employee is enrolled in three different paid-time-off (PTO) plans, and your organization's policy is that the employee balance cannot exceed 320 hours in all plans combined, you can define an on-going balance limit on Limit Rule (LP03.4) for each plan that uses a balance limit type of Plan Category, and group the plans for which the combined limit applies within a defined plan category. If the employee balances are 100, 160, and 60 hours in the three plans respectively, no accrual transfers into the available balances will be allowed, as this will cause the combined balances in the category to exceed the 320 limit.