v7 FreeBalance Help

Retirement Benefit Plan represents a collection of retirement benefits for one or more employees. To CREATE a Retirement Benefit Plan, 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 Retirement Benefit Plan information.  Fields with an asterisk  are mandatory fields.
3. Enter the ID, as required.

• ID: Unique identification code of the Retirement Benefit Plan.

4. Enter the Status.

• Status: This attribute can take one of the following values: Approved, Cancelled, Created, Rejected, and Requested for Approval.

5. To enter the Employee Position data, 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: This is the employee position to be included in the assignment that will be created.

6. To enter the Pay Code information, if required, click on the Lookup icon ,  click on the Find icon  to retrieve the Pay Code list, then select the Pay Code.

• Pay Code: The pay code to be included in the assignment to be created .

7. To enter the Situation Code Combination, if required, click on the Lookup icon ,  click on Find icon  to retrieve the Situation Code Combination list, then select the Situation Code Combination.

• Situation Code Combination: The situation code to be included in the assignment that will be created.

8. Enter the Language.

• Language: Language used.

9. Enter the Description.

• Description: Enter a detailed description of the Retirement Benefit Plan.

To ADD Retirement Benefits to the Retirement Benefit Plan list:

1. Click on the Lookup icon , and enter the Retirement Benefits information, or leave the Retirement Benefits information blank to retrieve all Retirement Benefits.
2. Click the Remove icon to remove the selected Retirement Benefits, if required.
3. Click the individual Select Checkbox (es) to select and de-select the Retirement Benefit (s), as required, or click the Select All icon  or Unselect All  icon, to select all Retirement Benefits or de-select all Retirement Benefits, if required.

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