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Transfer Accrual Balance from one accrual plan to other

edited Jul 9, 2018 3:02AM in Workforce Management 13 comments

Summary

Transfer Rules in Accrual Plan Setup

Content

Hello Experts,

I have setup transfer rules 'On Loss of Plan Eligibility - Transfer Positive balance' in Source Plan.

Limit Rule FF and In Target Plan Formula: Hard coded Plan Name.

Due to location transfer, Person is de-enrolled from Source plan which has balance of 40 hrs and enrolled into new plan (Target Plan)

Balance of 40 Hrs from old plan is not transferred to New plan. Could you let me know how this transfer rules work?

Appreciate your inputs on this.

 

Sample code in Target Plan FF:

TARGET_PLAN_NAME = 'PTO 2'

Acur_LOG  = ESS_LOG_WRITE('Target Plan = ' ||(TARGET_PLAN_NAME))

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