To run the Compensation Workbench Close Enrollment Process:This process closes the compensation life event for the selected persons when the following conditions exist:
The availability period for the compensation plan is passed
The final processing date for the plan is passed
You must run this process for each local plan that you define. You cannot run this process for a group plan.
You must run this process only when the Close Enrollment Code for your plan is Processing End Date as is used for bonus or stock option plans.
If you set the Close Enrollment Date code for a plan to When Elections are Made (such as for a salary or stock option plan), you do not need to run this process. Run the Compensation Workbench Post Process to close the life event.
You run processes from the Submit Requests window.
To run the Compensation Workbench Close Enrollment Process:Select Compensation Workbench Close Enrollment Process in the Name field.
Enter the Parameters field to open the Parameters window.
Enter the effective date of the process.
Select the Program Name from the list.
Select the compensation plan in the Plan Name list.
Select a Location to close the compensation life event for persons who work in a specific location.
Select the compensation Life Event to close.
Select an Assigned Life Event Date to close a life event that was assigned on a particular date.
Select the name of a specific person from the Person Name list to run the process for one person.
Select a Person Selection Rule to run the process for persons who match the criteria of your rule.
Select Commit - Database will be updated or Rollback - Database will not be updated in the Validate field.
Select Rollback to check your results before committing them to the database.
Select Yes in the Audit Log to create a file that lists the results for each person evaluated by the process.
If you select Yes, you must periodically run the Participation Audit Activity Purge process to purge the audit log tables.
Select a Close Mode.
Force Close always closes the life event.
Normal Close closes the life event based on the close enrollment date.
Preserve Pending Transaction Closecloses life events only for participants with no pending approvals. This process does not close life events for participants with pending approvals. You can view the process log to identify the list of these participants by the status Life Event is not closed due to pending approvals.
Choose the OK button.
Complete the batch process request and choose Submit.