Probation Period Paid

The Probation Period Paid button opens a screen to set up the Benefit Hierarchy for employees who are still within their probationary period. This determines the order that the benefit plan balances should be reduced and the pay code that should be assigned. If there is insufficient balance in the first benefit plan listed, the system assigns the remaining balance to the second plan in the list. If there is insufficient balance in the second plan, the system assigns it to the third plan, and so on.

Enter the benefit plans to be reduced with the corresponding Pay Code Value. Then set the reduction hierarchy using the numbers in the Reduce Order field.

The values in the reduce order must be unique, so if a value is changed on one record, all records with higher reduce order values are automatically updated.

The Indicators and Parameters tabs open screens to set up the non-probationary period values and also whether messages are generated regarding insufficient and negative balance information.

Depending on the page displayed, the following fields may be available:

Pay Code Value

Primary Benefit Plan Code

Reduce Order

Secondary Benefit Plan Code

The following additional section options are available in the left pane:

General

Non-Probation Period Paid

Pay Code Value

The pay code that the employee is paid with for this benefit plan.

Primary Benefit Plan Code

Indicates the benefit plan that should be reduced during this reduce order pass.

Reduce Order

The numbers indicate the sequence that benefit hours should be subtracted from the benefit plan balances. If there are not enough hours in the first benefit plan balance, the remaining hours are taken from the second plan, then the third plan, and so on.

The order of the numbers can be changed by clicking on the arrow to right of the field of the first record to be updated. Assign a sequence number. The sequence numbers of the other plans are updated to reflect the new sequence.

Secondary Benefit Plan Code

If applicable, indicates a second benefit plan that should be reduced along with the first benefit plan in this reduce order pass.

Action Buttons

The following Actions are available in the left pane:

The Add button opens a screen where authorized users can create a new record.

To add a new record, complete the following steps:

  1. From the right pane, click on the Add button.

  2. A screen is displayed to enter values. The fields with an asterisk are required and must be completed before the record can be saved.

  3. Click on the Save button to save the record.

    Note  

    For more information, see Adding a New Record.

The Delete button is used to remove one or more records from a screen.

To delete a record, complete the following steps:

  1. Click on the selection box to the left of each record to be deleted.

    A check mark is displayed

  2. Click the Delete button.

  3. If a single record is open, select the Delete button (there are no boxes to select the record).

  4. A message is displayed verifying the record should be deleted. Click on Yes to continue.

The Revert Reduce Order button changes the sorting order of the records back to the sequence they were in before the numbers were changed. This button must be selected before the Set Reduce Order button. Once the Set Reduce Order button is selected, the new order is already saved and cannot be reverted. (However, they can be manually changed back.)

Click on the Set Reduce Order button to save the current sequence of the reduce order displayed on the screen.