v7 FreeBalance Help

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By default, you will be in Search Mode.

To CREATE a Retirement Request, follow the steps below:

1. Click on the New icon  (you will then be in Insert Mode.)
2. Enter the new Retirement Request information (fields with an asterisk  are mandatory fields.  See additional instructions for Fields/Tabs in the next section.)
3. To ADD Attachments to the Retirement Request, when required:

i. Click on the New icon under   to enter the Attachments (refer to Attachments for more information.)

ii. Click on the Save and Return icon  to save the Attachments information and return to the Retirement Request screen, or click on the Discard icon  to discard the Attachments entry and return to the Retirement Request screen.

iii. Click the individual Select Checkbox(es), under   to select and de-select the Attachment(s), as required, or click the Select All icon  or Unselect All  icon, to select or de-select all Attachments, when required.

iv. Click the Remove icon  to remove the selected Attachment, if required.

v. Repeat steps (i) to (iv) for all additional Attachments.

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

ADDITIONAL INSTRUCTIONS FOR FIELDS/TABS

• ID: Unique identification code of the Retirement Request.
• File Number: Physical File Number associated to this request.
• Retirement Status will be set to Created by default.
• Retirement Request Mode (set to Manual automatically): Allows the user to view whether the Retirement Request was generated by a batch file (Automatic) or added manually (Manual) by a user.
• Issue Date: Automatically assigned by the System, this is the date when this Retirement Request has been issued.
• Effective Date: Effective date for the Retirement Request.  This indicates when the retirement should start.
• Approved Date (read only): It will stay empty until it the Retirement Request is Approved.
• Calculation Date (read only): Default value is left blank and will be automatically updated with the System date.
• Applicant: The employee that is applying for this Retirement Request.  If required, click on the Lookup icon ,  click on the Find icon  to retrieve the Applicant list, then select the Applicant.
• Employee Assignment (read only): It will be updated with the assignment that is System generated.
• Effective Assignment: When adding a new request, this will default to the last assignment of this employee.  The user can change and select a different assignment.  When selecting a new assignment, Salary Transition should change automatically and display the cost item scale step of the latest salary transition of the new assignment selected.  If required, click on the Lookup icon , click on the Find  icon  to retrieve the Effective Assignment list, then select the Effective Assignment. 
• Salary Transition (read only): It will default to the last effective salary transition of the assignment from Effective Assignment.  The user needs to see group-subgroup-level, step, and the amount from salary transition is not the primary key.
• Retirement Type: The retirement type applicable for this particular retirement request.  Pick one retirement type from pick list.  If required, click on the Lookup icon ,  click on the Find icon  to retrieve the Retirement Type list, then select the Retirement Type.
• Requested By (read only): This will be the employee who requested this Retirement Request.
• Pay Code: The pay code to be used in order to issue the payments for this benefit plan.
• Calculated Consecutive Periods (read only): The value which was calculated by the System for the Retirement Request.  This value includes the periods of service that the employee has worked consecutively.
• Manual Consecutive Periods: The value which can be manually entered to override the Calculated Consecutive Periods value.  If not entered, the calculated amount will be used.
• Calculated Periods (read only): The value which was calculated by the System for the Retirement Request. This value includes the periods of service that the employee has worked.
• Manual Periods: The value which can be manually entered to override the Calculated Consecutive Periods value.  If not entered, the calculated amount will be used.
• Language: Language used.
• Comments: Comments related to this retirement request.
• ​Retirement Benefits   is a read only tab.  It will display the employee's retirement benefits according to their plan.
• Retirement Calculation Results  is a read only tab.  It will display the results once the request has been calculated.