Mass Absence Plan Transfer (LP180)

Run Mass Absence Plan Transfer (LP180) to perform employee and balance transfers between plan structures, or between different positions within a plan structure (if balance type = position), for multiple employees.

LP180 has two transfer processing options:

  • Use Transfer Option 1 to transfer all or only selected employees from a designated plan structure to another designated plan structure. Employees can be limited to selected number(s), an employee group, a process level, or a processing group. This option will move the balances and/or other designated data from a master record to an existing master record, or will create the new master record if needed. To perform this option, the plans from and to which the transfer is occurring must have the same Balance Type. To transfer enrollment detail records, the plans must also have the same Enrollment Type.
  • Use Transfer Option 2 to transfer any non-zero balances from an ended employee master record to another, active employee master record. For example, use this after you run Employee Absence Plan Update (LP100) when an employee has changed groups and has been updated out of one structure into another, or has been updated to a new position. Employees can be selected by number(s), employee group, process level, or processing group, but the "From" and "To" plan will be determined by the job parameters. A date range must be specified to identify the time period during which records will have ended. Transfer Criteria identifies whether the employee balances may be transferred to another structure or plan. The first employee master record found that meets the criteria will be the record to which the balances are transferred.

Process at a Glance

  1. Run LP100 to update employee enrollments.

  2. Run LP 180 to transfer balances.

  3. Run LP cycle programs including Employee Absence Plan Calculation (LP140), Allotment Adjustment Calculation (LP145), and Absence Plan Close (LP197).

Troubleshooting

Performing plan balance transfers during an open LP cycle means you may be creating balance transfer amounts based on "temporary" balances; that is, balances calculated by LP140 based on transactions that have not been closed by LP197. If a transfer is performed after running LP140, but before closing the run with LP197, you may need to perform a manual adjustment, if LP140 is rerun and results in different transaction amounts for the now transferred employee.