v7 FreeBalance Help

Succession Weighting holds the weighting for Employee Positions. To CREATE a Succession Weighting, follow the steps below:

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By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).

2. Enter the new Succession Weight information. Fields with an asterisk  are mandatory fields.

3. Enter the Code, and click on the Active checkmark, as required.

• Code: Unique identification code of the Succession Weight.
• Active: Active Status - if checked, Succession Weight is available.

4. To enter the Employee Position, if required, click on the Lookup icon ,  click on the Find icon  to retrieve the Employee Position list, then select the Employee Position.

• Employee Position: The Employee Position this weight is applicable to

To ADD a Succession Weight Component to the Succession Weight, if required:

1. Click on the  tab and then click on the New icon to enter Succession Weight Components (refer to Succession Weight Component for more information).

2. Click on the Save and Return icon to save the Succession Weight Component information and return to the Succession Weight screen, or click on the Discard icon  to discard the Succession Weight Component entry and return to the Succession Weight screen.

3. Click the Remove icon to remove the selected Succession Weight Component information, if required.

4. Click the individual Select Checkbox (es) to select and de-select the Succession Weight Components, as required, or click the Select All icon  or Unselect All  icon, to select all Succession Weight Components or de-select all Succession Weight Components, if required.

Click on the Save icon  at the bottom of the Succession Weight page to save your new Succession Weight information. A window will appear to confirm.