Adjusting plan balances

Use Manual Transactions by Employee (LP70.1) to adjust balances in one or more specific plan for the selected employee. You can also create beginning balances.

You can also use LP70.1 to view or delete transactions created by Absence Plan Hours Update (LP138), Employee Absence Plan Transfer (LP80.1), or Mass Absence Plan Transfer (LP180) if they have not yet been processed with Absence Plan Close (LP197).

After you run LP197, you cannot view, delete or adjust the LP70.1 transactions that were closed. New (additional) LP70.1 transactions can be entered to create further adjustments.

To adjust plan balances

Access Manual Transactions by Employee (LP70.1).
Use the following guidelines to enter field values:

Plan

If you are adding an adjustment, select an accrual plan.

Position

Select a position.

Whether or not you select a position depends on whether the plan is defined with position as the balance type on Absence Plan (LP01.1).

Struct Group

If you are adding an adjustment, select an employee group.

Amount

If you are adding an adjustment, type an amount. This field will hold either hours or earnings based on the amount type.

Note: No single record can hold both hours and earnings.

Transaction Type

To enter an adjustment, select a transaction type of 1 through 5. If you select type 5 to adjust a carryover balance, the available balance will also be adjusted by the same amount.

Note: The selection box shows other transaction types for reference only. You can only add transactions for type 1 through 5.

Tran Date

Type the transaction date.

Amount Type

Select whether the amount you type is hours or earnings.
Access Employee Absence Plan Calculation (LP140) to process the new adjustments before closing the cycle.