System Process Document

Associating an Accrual Plan to an Employee

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Associating an Accrual Plan to an Employee

Trigger:

Concept

Each accrual plan is associated with an absence element, which holds information about absences
taken under the plan. There is also an element for the plan itself, which you use to enroll
participants in the plan.

You enroll an employee in an accrual plan by entering the accrual plan element. You can only
enroll employees who are eligible for the plan.

In this topic, you will associate an accrual plan to an employee.

Required Field(s) Comments

Output - Result(s) Comments

Additional Information

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System Process Document
Associating an Accrual Plan to an Employee

Procedure

Step Action
1. Begin by navigating to the Find Person page.

Click the vertical scrollbar.

2. Click the vertical scrollbar.
3. Click the US Super HRMS Manager, Vision Corporation link.

4. Click the People link.

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 System Process Document
Associating an Accrual Plan to an Employee

Step Action
5. Click the Enter and Maintain link.

6. Use the Find Person page to create a new person record, and search for the
person you want based on specified search criteria.
7. Click in the Full Name field.

8. Enter the desired information into the Full Name field. Enter "Brown, Mr.
Scott".
9. Click the Find button.

or Press [Alt+I].
10. Use the People page to enter, maintain, and view basic personal information for
all person types, including employees and contingent workers.

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System Process Document
Associating an Accrual Plan to an Employee

Step Action
11. Click the Assignment button.

12. Use the Assignment page to enter the accrual plan element for the employee's
primary assignment. If another assignment becomes the primary assignment, you
must re-enter the accrual plan element for the new primary assignment.

You can transfer the accrual balance to the new assignment using a balance
adjustment element entry, if your implementation team has added a balance
adjustment element to the net calculation rules for this accrual plan.

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 System Process Document
Associating an Accrual Plan to an Employee

Step Action
13. Click the Entries button.

or Press [Alt+N].
14. In the Element Entries page, enter the element representing the accrual plan for
the individual employee to be associated to the accrual plan.

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System Process Document
Associating an Accrual Plan to an Employee

Step Action
15. Click in the Element Name field.

16. Enter the desired information into the Element Name field. Enter "Sick Accrual
Plan".
17. Click the Save button.

18. You have successfully associated an accrual plan to an employee.

End of Procedure.

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