Mass absence plan transfer options

You can use a batch program to perform employee and balance transfers between plan structures, or between different positions within a plan structure (if the balance type is position), for multiple employees. This program has two transfer processing options.

Transfer by Structure (Option 1)

You use Transfer by Structure to transfer all or only selected employees from one plan structure to another. Employees can be limited to selected number(s), an employee group, a process level, or a processing group.

This option moves 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, both plans (the "to" and "from" plans) must have the same balance type. To transfer enrollment detail records, the plans must also have the same enrollment type.

Transfer by Employee End Date (Option 2)

You use Transfer by Employee End Date to transfer any balances from an ended employee master record to another, active employee master record. For example, after you run 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.

You must specify a date range to identify the time period during which records will have ended. A 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 is the record to which the balances are transferred.