You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Balance Disposition Rules :Transfer positive balance and Disburse positive balance

Received Response
41
Views
2
Comments
edited Jan 10, 2020 5:25AM in Workforce Management 2 comments

Summary

We have 3 plans A, B C. If the Employee looses eligibility to plan A and B the balance should transfer to C or balance should be dibursed.

Content

We have 3 plans A, B C. If the Employee looses eligibility to plan A and B the balance should transfer to C or balance should be disbursed if the Employee don't have the eligibility for Plan C.

Plan A , B ,C have the same plan category on plan attributes tab at plan level.

For Plan A and B Disburse positive balance and Transfer positive balance Checked.

Plan A and B have the same plan category in participation tab.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!