v7 FreeBalance Help

Overview

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

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To Request Validation to a Retirement Request, follow the steps below:

By default, you will be in Search Mode.

1. Find the Retirement Request which you would like to change status to Validation Requested.

Note: In order to Request Validation for a Retirement Request Status must be Created.

Note: Once Validation Requested, changes to the Retirement Request are no longer permitted.

Note: Once Validation is Requested there are two possibilities, Approve Validation, Reverse Validation Approval, Reject Validation, or Cancel Validation.

• Enter Code, Description or other Attributes of the Retirement Request.
• Click on the Find icon

2. Select the Retirement Request you would like to VALIDATE.

3. Select "Request Validation" from the drop down list in the Transition field.

4. A Transition Window will be displayed confirming the Transition. If necessary add a description in the Step Note in the Transition Window.

5. Click on the Finish Icon to complete the Transition transaction, or click the Discard Icon  to abort the transition.

6. Upon clicking the Finish Icon  a window will be displayed confirming the Retirement Request Workflow Transition was executed.

7. Click Okay on the Workflow Transition Executed window. The Retirement Request status is now set to Validation Requested.

To APPROVE a VALIDATION REQUEST, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Find the Retirement Request which you would like to change status to Validation Approved.

Note: In order to Approve Validation for a Retirement Request Status must be Validation Requested.

Note: Once Retirement Request Validation is Approved, the next action is to either Reverse Validation Approval or Calculate Pension.

• Enter Code, Description or other Attributes of the Retirement Request.
• Click on the Find icon

2. Select the Retirement Request you would like to change APPROVE VALIDATION.

3. Select "Approve Validation" from the drop down list in the Transition field.

4. Repeat Steps 4-7, from above. The Retirement Request status is now set to Validation Approved.

To REVERSE VALIDATION APPROVAL, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Find the Retirement Request which you would like to change status to Request Validation.

Note: In order to Reverse Validation Approval the Retirement Request Status must be Validation Approved. 

• Enter Code, Description or other Attributes of the Retirement Request.
• Click on the Find icon

2. Select the Retirement Request you would like to change VALIDATION REQUESTED.

3. Select "Reverse Validation Approval" from the drop down list in the Transition field.

4. Repeat Steps 4-7, from above. The Retirement Request status is now set to Validation Requested.

To REJECT a VALIDATION REQUEST, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Find the Retirement Request which you would like to change status to Validation Rejected.

Note: In order to Reject Validation for a Retirement Request Status must be Validation Requested. 

• Enter Code, Description or other Attributes of the Retirement Request.
• Click on the Find icon

2. Select the Retirement Request you would like to change REJECT VALIDATION.

3. Select "Reject Validation" from the drop down list in the Transition field.

4. Repeat Steps 4-7, from above. The Retirement Request status is now set to Validation Rejected.