Defining an absence plan

Use the following procedure to create an absence plan.

Caution: 
The balance type, table basis and enrollment type cannot be changed once employee history exists for the plan. The plan category is optional, and can be used to group plans for checking balance limits, and potentially edit balance transfers.

To define an absence plan

  1. Access Absence Plan (LP01.1).
  2. Type a plan name and description.
  3. Define the plan parameters using the following guidelines:
    Status

    Select whether the plan is active or inactive. The default is Active.

    Balance Type

    Select the balance type to which the plan belongs.

    The balance type determines how absence plan balances are managed for employees. If you select Position Code, an employee can have multiple master records for the plan, each holding balances for a specific position code.

    Table Basis

    Select whether tabled used by the plan are based on hours or cycles.

    Enrollment Type

    Select how enrollment records will be managed.

    If you select Employee Group, hours and/or earnings for the employee (in any position) are considered.

    If you select Emp Group, Position Level, only hours and/or earnings entered under the exact combination of process level, department, position, and job code for an eligible position level are considered.

    Note: If one of the position level fields is left blank on an enrollment record, and you select Emp Group, Position Level for enrollment type, the accrual program will only consider service records with a blank in that same field.

    If you select 2 (Position) for the Balance Type, only options 2 or 3 are valid for this field.

    Automatic Enrollment

    Select whether employees who meet the employee group criteria are automatically enrolled into the plan when any new hire record is created or when Employee Absence Plan Update (LP100) is run for employee updates.

    Automatic enrollment also stops enrollments for employees and employee positions when no longer qualified for the plan.

    If you select No, you will need to run Mass Absence Plan Add (LP101) or manually add employees and newly eligible employees to absence plans. The default value is No.

    If you do not enable automatic enrollment, you will need to run LP101 or manually add, change, or terminate employees and newly eligible positions to absence plans.

    Web Available

    Select whether employees will have access to balance information for this plan via Employee and Manager Self-Service.

    Supervisor Available

    Select whether managers will have direct access to balance information via Employee and Manager Self-Service for their direct reports enrolled in this plan.

    Plan Category

    Select the category to which the absence plan belongs.

    The category can be used to combine ongoing balance limits or annual accrual limits for all plans within a plan category.

Related reports and inquiries

To Use
Generate a list of the absence plans and plan structures that have been defined for a company. Absence Plan Listing (LP201)