v7 FreeBalance Help

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

To MODIFY a Retirement Request, follow the steps below:

Note:A Retirement Request can only be modified if the status is set to Created or Validation Approved.  Depending on the status, certain fields will be read only.

Navigation

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Retirement Requests, leave all fields blank.
2. Click on the Find icon .  The list of Retirement Requests meeting the retrieval criteria will appear.
3. Click on the Retirement Request you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modifications. To add or remove Attachments, refer to Attachments. Too add or remove Retirement Calculation Results, refer to Retirement Calculation Results.
5. Click on the Update icon  at the bottom of the screen to save your modifications. A window will appear to confirm the modification. Click OK to confirm. 

               

Once a Retirement Request is Approved, the retiree will have a new assignment and automatic cost items created for payroll purposes.  The results also appear in Retirement Summary and Details.