Delete a Retirement Request

 

The Retirement Request screen requires the user to manually add a Retirement Request to a specific employee within the organization.

Note: Only a Retirement Request that has the status Created is allowed to be deleted.  If you need to eliminate a Retirement Request once it has started its workflow, the only option is to change its Retirement Status to Cancelled.

 

To DELETE a Retirement Request, follow the steps below:

Navigation

By default, you will be in Search Mode.

  1. Find the Retirement Request you want to Delete
  • Enter the information to be used as retrieval criteria in the appropriate field(s) If you prefer to see all Retirement Requests, leave all fields blank.
  • Click Find 
  • Select the Retirement Request you want to Delete
  1. Click on the Delete icon 
  2. A window will appear asking you to confirm:
  3. Click OK to confirm and delete the Retirement Request.
  4. A window will be displayed confirming the Retirement Request has been deleted:

To Verify that the Retirement Request has been Deleted:

  1. Click on the Search icon 
  2. Enter the Retirement Request information
  3. Click on the Find icon 
  4. The window will appear: