Inactive Plan Administration

Inactive Plan Administration supports the ability of Super Users to mass purge the accrual balances for inactive employees for a specified dur

Related Articles for Super User Access & Accrual/Sick Leave Plans

• User-Tab-Super-Users
   
• Sick Leave (Accrual) Overview
• Accruals Setup - Admin Tools

Inactive Plan Administration | Purge Balances Process

1. From the Start Page, navigate to the Actions drop-down menu. 
    
2. Select Admin Tools. The Admin Tool Main window displays.
    
3. Under Category, choose Employer. Under Select, double-click the name of the staffing supplier that will have the accrual plan. The supplier's Supplier Administration window will display.
    
4. Click the Accrual Plan tab at the top of the window.
   
   
    
5. Choose the particular Accrual Plan from which balances need to be purged, then click the Purge Inactive Balances button.
   
   
    
6. The Inactive Plan Administration tool will now be open for the selected Accrual Plan.
   
   
    
7. Within Inactive Plan Administration, specified (or all) employees can be selected for Accrual Purge based on their Last Pay Date range.
   
   
    
8. Complete the Employee Selection and Last Pay Date Range, then click Process Accrual Purge.
   
   
    
9. Review the Confirm action notification. Click OK to complete the Accrual Purge.
   
   
    

10. The Purge Accrual Balances process is now complete. All employees selected for the balance purge will be removed from the employee list and an Accrual Purge History record will be created for reference.



 

11. Reference the Accrual Purge History to review completed Accrual Balance Purge lists.

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Accrual Start Date Behavior for Returning Employees

When an employee's accrual balances are purged, the system also clears the accrual start date from their sick leave accrual plan. This ensures accurate accrual calculations if the employee is later rehired.

What Happens During a Purge

When an employee's accrual balances are purged using the Inactive Plan Administration tool, the accrual start date is automatically cleared from their sick leave accrual plan. This is visible in the employee setup after the purge completes.

What Happens When a Purged Employee Is Rehired

When a purged employee is rehired and a new assignment is created for them, the system automatically restores the accrual start date based on the new assignment date, resetting the accrual cycle from their rehire date.

Important: The start date restoration applies when a new assignment is created. If the same existing assignment is reused, the original start date will be retained.

Data Validation Alert — Missing Accrual Start Date

A data validation rule (ppv_CheckForNullAccrualStartDate) alerts payroll administrators if an active sick leave accrual plan is found without a start date configured. This helps catch incomplete plan configurations before they affect accrual calculations.

If you receive this alert, navigate to the employee's accrual plan and verify or assign the correct start date.