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Cancel a Retirement Request

Thu, 2011-01-06 12:50 — rnur

Overview

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

To CANCEL a Retirement Request, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Find the Retirement Request which you would like to change status to Canceled.

Note: To Cancel a Retirement Request Status must be Request Validation, Validation Approved, Calculated, and Approval Requested. 

  • Enter Code, Description or other Attributes of the Retirement Request.
  • Click on the Find icon

2. Select the Retirement Request you would like to change to CANCELED.

3. Select "Cancel " from the drop down list in the Transition field.

4. A Transition Window will be displayed confirming the Transition. If necessary 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 Retirement Request Workflow Transition was executed.

 

7. Click Okay on the Workflow Transition Executed window. The Retirement Request status is now set to Canceled.

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