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Can Rollover happen by end of 5 months (any duration less than Plan Term)?
Summary:
We have the requirement to roll over the remaining balance from one plan to the other by end of 5th month. However, Rollover always happens once the Plan Term ends (1 year later). Is there any configuration that will help us achieve this?
Content (please ensure you mask any confidential information):
Plan 1 -
Plan Term: Calendar Year starting from August
Accrual Method: Front-loaded
Repeating period: 5 months (Custom; Plan duration should be August to December)
Accrual Rate: 8hrs per year
Plan 2-
Plan Term: Calendar Year starting from January
Accrual Method: Front-loaded
Repeating period: 5 months (Custom; Plan duration should be January to May)
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