v7 FreeBalance Help

The Retirement Request screen requires the user to manually add a Retirement Request to a specific employee within the organization.

Note: Only a Retirement Request that has the status Created is allowed to be deleted.  If you need to eliminate a Retirement Request once it has started its workflow, the only option is to change its Retirement Status to Cancelled.

To DELETE a Retirement Request, follow the steps below:

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By default, you will be in Search Mode.

1. Find the Retirement Request you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Retirement Requests, leave all fields blank.
• Click Find 
• Select the Retirement Request you want to Delete

2. Click on the Delete icon 
3. A window will appear asking you to confirm:
   
4. Click OK to confirm and delete the Retirement Request.
5. A window will be displayed confirming the Retirement Request has been deleted:
   

To Verify that the Retirement Request has been Deleted:

1. Click on the Search icon 
2. Enter the Retirement Request information
3. Click on the Find icon 
4. The window will appear: