Adjusting plan balances

  1. Select Absence Management > Processing > Manual Transactions.
  2. Select one of these options, depending on the level you use to enroll:
    • To enroll by resource, click the resource, click New, and specify a plan type and eligibility group.
    • To enroll by plan, click the plan, click New, and specify an employment ID for the resource.
    • To enroll by organization, click New. Specify an employment ID, plan type, and eligibility group.
  3. Specify this information:
    Date
    Specify a transaction date.
    Hours
    Specify the number of hours to adjust.
    Earnings
    Specify the amount of earnings to adjust.
    Transaction Type
    To specify an adjustment, select a transaction type. If you select to adjust a carryover balance, the available balance is adjusted by the same amount.
    Description
    Specify a description for the adjustment. If you leave this field blank, the transaction type description is the default value.
    Transaction Code
    Specify a transaction code. Transaction codes further define and categorize manual transactions.
    Expiration
    Specify the date to expire the transaction.

    This field is only available when the transaction type is ManualAvailable, ManualAccrual, or ManualCarryover.

    To create an expiring transaction to link to an existing linked transaction, specify the same expiration date as the transaction to link to.

    To add a new expiring transaction where none exists, create a new transaction and specify a date for which no current transaction exists. A new expiring transaction is created with an UsageStatus of open.

    Status
    The current status of the transaction is displayed in this field. Valid values are: Processed and Unprocessed.
  4. Click Save.
  5. Run Process Plans to process the new adjustments before closing the cycle.