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Changing Plan Year End in Plan Details

Attempting to change the Plan Year End in Plan Details for a Plan? Once an annual administration project or plan cycle is created the system locks down the plan year end field. Users can update the Plan Year End in Plan Details with the Field Update Power Tool. Caution should be used when changing only the Plan Year End for a plan as launching Plan Cycles or Annual Administration projects will be based on the new Plan End. If the user is looking to create a short plan year, please review the Creating A Short Plan Year End article on how to do so. 

 

Tier Availability: Track, Core, Essential, Premium, Team, Business

Security Rights Required: Access Power Tools

 

First, users should review any Annual Administration web collection projects, Plan Cycles and Employer data records to make sure that there are no records with incorrect dates. Once the information has been confirmed, users can update the Plan End by using the Field Update Power Tool.

 

Update Plan End using the Field Update Power Tool.

  1. From the Applications Menu click Power Tools>Field Update>Plans.
  2. In the dropdown choose Month End (number format, ex: August= 08) and in the value field enter the new month end.
  3. Click Refresh and find the plan to be changed.
  4. Click the box next to the Plan Name.
  5. Click on the Execution tab.
  6. Click the Unlock and Execute tabs.
  7. Click on the Selections tab again.
  8. In the dropdown, choose Day End (number format, ex: "31") and in the value field enter the new day end.
  9. Click Refresh and find the plan to be changed.
  10. Click the box next to the Plan Name.
  11. Now click on the Execution tab.
  12. Click on the Unlock and Execute tabs.
  13. Verify the change in Plan Details > Home tab.

 

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