Automatic enrollment

You can set up Absence Management so that employees are automatically enrolled or terminated in absence plans:

  • when you add them as new hires,

  • when you add a position into an absence plan, or

  • when the employees change positions.

To use automatic enrollment:

  • You define the absence plan to automatically enroll employees, and

  • The new employee or position meets the eligibility requirements of the group used by the plan.

If you select Yes

The Automatic Enrollment field on Absence Plan (LP01.1) controls whether the employees should automatically be enrolled into a plan when they become eligible. If you select Yes, employees who meet the employee group criteria are automatically enrolled into the plan when a new hire record is entered from Employee (HR11.1). In addition, when you run Employee Absence Plan Update (LP100), the application will enroll employees who have changed employee groups and now qualify for the plan.

If you want the master entry date on Employee Absence Plan Master (LP31.1) to reflect the date the employee became eligible (that is, the date the employee moved into the employee group on the plan structure), you should always select Yes Automatic Enrollment field on LP01.1.

If you select No

You should select No in the Automatic Enrollment field if you want plan entry dates to align with the first of a month, quarter, or year. The need to do this is minimized by all the different dates that are captured on HR11.1, but you still may have a requirement (for example, for reporting purposes) to control the entry of an employee into a plan.

If you select No, Employee Absence Plan Update (LP100) does not add employees into a plan. It does, however, end the plans once eligibility is lost. You will need to run Mass Absence Plan Add (LP101) for new hires and for existing employee changes to enroll them into the plan using a specific entry date.