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*