Where transactions are created and closed

This table shows where transactions are created and closed.

An asterisk indicates that the transaction must be processed by Process Plans before it can be closed.

Note: You can use Manual Transactions to view these transactions and optionally, delete it. You cannot add or change this transaction on Manual Transactions.


Transaction type	Created by	Closed by
Manual Accrual	Manual Transactions	Close Plans*
Manual Allotment	Manual Transaction	Close Plans*
Manual Available	Manual Transactions	Close Plans*
Manual Reserve	Manual Transactions	Close Plans*
Manual Carryover	Manual Transactions	Close Plans*
Sell from Available	Create Benefits Buy/Sell Transactions. See Note	Close Plans*
Purchase for Available	Create Benefit Buy/Sell Transactions. See Note.	Close Plans*
Compensatory Time Off For Available	Approved Compensatory Time Off Requests. See Note.	Close Plans*
Purchase Time Off For Available	Approved Buy Time Off Requests	Close Plans*
Sell Time Off For Available	Payout Plans with Payout Option = Sell Request Hours x Rate or Exchange Request Hours x Rate	Close Plans*
Accrual	Process Plans	Close Plans
Allotment	Process Plans	Close Plans
Allotment Adjustment for Rounding	Process Plans	Close Plans
Transfer from Accrual	Process Plans	Close Plans
Transfer from Allotment	Process Plans	Close Plans
Transfer to Available from Accrual	Process Plans	Close Plans
Transfer to Available from Allotment	Process Plans	Close Plans
Creation of Carryover Balance	Process Plans	Close Plans
Lost Accrual - Ongoing Limit Exceeded	Process Plans	Close Plans
Lost Allotment - Ongoing Limit Exceeded	Process Plans	Close Plans
Lost Available - Carryover Limit Exceeded	Process Plans	Close Plans
Lost Available - Carryover Period Limit Expired	Process Plans	Close Plans
Lost Carryover - Period Expired	Process Plans	Close Plans
Reset Carryover Balance	Process Plans	Close Plans
Lost Carry - Recalculation	Process Plans	Close Plans
Lost Available - Ongoing Limit Exceeded	Process Plans	Close Plans
Restore Available Balances	Restore FMLA Leave. See Note.	Close Plans
Allotment Adjustment for Factor Changes	Adjust Allotments	Close Plans
Allotment Adjustment for Accruals	Adjust Allotments	Close Plans
Use	Process Plans	Close Plans
Payout	Payout Plans	Close Plans
Transfer Accrual Balance	Transfer Plans By Resource Transfer Plans By Eligibility Group Transfer Plans By Accrual End Date. See Note.	Close Plans*
Transfer Allotment Balance	Transfer Plans By Resource Transfer Plans By Eligibility Group Transfer Plans By Accrual End Date See Note.	Close Plans*
Transfer Available Balance	Transfer Plans By Resource Transfer Plans By Eligibility Group Transfer Plans By Accrual End Date See Note.	Close Plans*
Transfer Reserve Balance	Transfer Plans By Resource Transfer Plans By Eligibility Group Transfer Plans By Accrual End Date See Note.	Close Plans*
Transfer Carryover Balance	Transfer Plans By Resource Transfer Plans By Eligibility Group Transfer Plans By Accrual End Date See Note.	Close Plans*
Zero Accrual	Update Zero Balance	Close Plans*
Zero Allotment	Update Zero Balance	Close Plans*
Zero Available	Update Zero Balance	Close Plans*
Zero Reserve	Update Zero Balance	Close Plans*
Zero Carryover	Update Zero Balance	Close Plans*