25C New Feature - Transfer to Plan of Same Category supported for Front Loaded Plans — Cloud Customer Connect
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25C New Feature - Transfer to Plan of Same Category supported for Front Loaded Plans

Summary:

The new feature in 25C, ‘Transfer to Plan of Same Category supported for Front Loaded Plans’, is supposed to transfer the remaining balance from the old accrual plan to the new plan after the legal employer transfer is processed.

While this part of the feature functions correctly and the transferred value appears on the new accrual plan, the accrual value for the remaining period is not generated after the transfer.

Content (please ensure you mask any confidential information):

As an example:

  • Accrual period is from 1st Jan - 31st Dec
  • Employee is enrolled into 'Plan X' but has legal employer transfer on 1st Jun

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