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Balance Disposition Rules :Transfer positive balance and Disburse positive balance

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.

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