Overview
The Retirement Request screen requires the user to manually add a Retirement Request to a specific employee within the organization.
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To Request Validation to a Retirement Request, follow the steps below:
By default, you will be in Search Mode.
1. Find the Retirement Request which you would like to change status to Validation Requested.
Note: In order to Request Validation for a Retirement Request Status must be Created.
Note: Once Validation Requested, changes to the Retirement Request are no longer permitted.
Note: Once Validation is Requested there are two possibilities, Approve Validation, Reverse Validation Approval, Reject Validation, or Cancel Validation.
- Enter Code, Description or other Attributes of the Retirement Request.
- Click on the Find icon
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2. Select the Retirement Request you would like to VALIDATE.
3. Select "Request Validation" from the drop down list in the Transition field.
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4. A Transition Window will be displayed confirming the Transition. If necessary add a description in the Step Note in the Transition Window.
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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 Retirement Request Workflow Transition was executed.
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7. Click Okay on the Workflow Transition Executed window. The Retirement Request status is now set to Validation Requested.
To APPROVE a VALIDATION REQUEST, follow the steps below:
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By default, you will be in Search Mode.
1. Find the Retirement Request which you would like to change status to Validation Approved.
Note: In order to Approve Validation for a Retirement Request Status must be Validation Requested.
Note: Once Retirement Request Validation is Approved, the next action is to either Reverse Validation Approval or Calculate Pension.
- Enter Code, Description or other Attributes of the Retirement Request.
- Click on the Find icon
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2. Select the Retirement Request you would like to change APPROVE VALIDATION.
3. Select "Approve Validation" from the drop down list in the Transition field.
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4. Repeat Steps 4-7, from above. The Retirement Request status is now set to Validation Approved.
To REVERSE VALIDATION APPROVAL, follow the steps below:
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By default, you will be in Search Mode.
1. Find the Retirement Request which you would like to change status to Request Validation.
Note: In order to Reverse Validation Approval the Retirement Request Status must be Validation Approved.
- Enter Code, Description or other Attributes of the Retirement Request.
- Click on the Find icon
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2. Select the Retirement Request you would like to change VALIDATION REQUESTED.
3. Select "Reverse Validation Approval" from the drop down list in the Transition field.
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4. Repeat Steps 4-7, from above. The Retirement Request status is now set to Validation Requested.
To REJECT a VALIDATION REQUEST, follow the steps below:
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By default, you will be in Search Mode.
1. Find the Retirement Request which you would like to change status to Validation Rejected.
Note: In order to Reject Validation for a Retirement Request Status must be Validation Requested.
- Enter Code, Description or other Attributes of the Retirement Request.
- Click on the Find icon
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2. Select the Retirement Request you would like to change REJECT VALIDATION.
3. Select "Reject Validation" from the drop down list in the Transition field.
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4. Repeat Steps 4-7, from above. The Retirement Request status is now set to Validation Rejected.