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* |