Duration: 60 Min.
Description
A takeover plan is one in which another administrator or system has been processing up until now.
Setting up this plan in Relius Administration means entering data and history that will used as the starting point
for future processing. This data can represent not only results for prior years, but also results of processing
during the current plan year.
Join us on-line for a discussion of takeover plan concerns and a demonstration of how history and current year activity is entered and processed in Relius Administration.
Who should attend: Beginning to Intermediate users
Prerequisites: To get the most out of this session, learners should be familiar with the basics of the Relius Administration system.
Learning objectives:
Creating a takeover plan
Entering a plan's historical information
Importing (or manually entering) data for employees and participants
Posting a takeover transaction
Computing beginning balances