v7 FreeBalance Help

This screen is used to record the information on the particulars for the Retirement Benefits for a particular employee and the information related to the employee's beneficiaries.

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To REQUEST APPROVAL, APPROVE, REJECT, or CANCEL an Employee Retirement Benefit Plan, follow the steps below:

By default, you will be in Search Mode.

1. Find the Employee Retirement Benefit Plan which you would like to make a status change on.

• Enter Code, Description or other Attributes of the Employee Retirement Benefit Plan
• Click on the Find icon

2. Select the Employee Retirement Benefit Plan you would like to Request for Approval, Approve, Reject, or Cancel.

3. Select your choice from the drop down list in the Transition field.

4. A Transition Window will be displayed confirming the Transition. 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 Employee Retirement Benefit Plan Workflow Transition was executed.

7. Click Okay on the Workflow Transition Executed window. The Employee Retirement Benefit Plan status is now set to whichever choice was selected.