Introduction
When there’s a change in the hire date of a person, new processing now ensures that these changes are accurately reflected in plan enrollment. Previously, you had to make these updates manually each time a person’s hire date changes. With this new processing, any existing accruals and balances are rolled back automatically, and invalid absence records and transactions, are automatically withdrawn.
The enrollments will be updated on the basis of the date when the enrollment process evaluated eligibility. For example, assume that the hire date for a person was initially set to Jun 30, 2020 and the person was automatically enrolled in a Vacation plan, dated Jun 30. Suppose the hire date moved to a new date, July 3. The enrollment record is set to July 3, and all the accruals and balances roll back automatically. You will need to run the Update Accrual Plan Enrollments process to make sure the worker is still eligible for the plan and generate new valid accruals and balances. If the employee isn't eligible, the enrollment will end on the day you ran the process.
In this example, we will demonstrate the same.
Worked Out Example
As a first step we will hire an employee as on 01-Jan-2019. Once hired we can navigate to “Manage Employment” and we should be able to view details as shown below:
Next we can see that the employee would automatically get enrolled into several accrual plans as shown below:
We can see that the “Balance Calculation Date” is not showing any value, which means that the Accrual process has not been run. As such, we will run the “Calculate Accruals and Balances” process with effective date as of “10-Feb-2020”
If we again check the Accrual plan details we should see that the “Balance Calculation Date” is populated and also there is a balance value populated.
Now we will book 3 leaves
Now we will change the Hire Date from 01-01-2019 to 01-02-2020. We can perform this step from Manage Work Relationship -> Edit (Hire Date)
Once we submit the transaction, we can see that the Hire Date has changed to 01-02-2020
Also we could see that all absences booked prior to new hire date disappear. One more point to note is that the absence plan enrollment date has changed.
Summary
Thus, we have clearly seen that some of the changes like withdraw existing absences, withdraw accruals and re-enrollment of employee from hire date in accrual plan which were previously supposed to be handled manually are now automatically processed.
This is a very good feature and I hope will reduce lot of maintenance work.
And with this I have come to the end of this article, hope this is a good read and you all learned the new features delivered as part of 20A workforce management module (there are lot many other features but we just focused on one specific feature).
Apps2Fusion Articles 