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Select the “Balance Carry Forward” link from the “Select Calendar” page.
The “Balance Carry Forward” page appears.
The system displays the following fields.
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Date Format |
The date format applicable to the login user. |
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Reimbursement Claim Unit |
Select the organization unit in which you must create a reimbursement item |
From the “To Reimbursement Calendar” drop-down list box, select the calendar to which the processed balances must be carried forward.
To carry forward the reimbursement balance of all employees mapped to reimbursement items, select “Reimbursement Item” in the “Process Option” field.
Select the “Get” pushbutton.
The multiline displays the details of all the reimbursement items mapped to the selected reimbursement calendar.
Check the “Select” box in the employment unit record in the multiline, to indicate each employment unit for which the employees’ processed reimbursement balance must be carried forward.
Select the “Save Parameters” pushbutton, to save the parameters entered.
The system displays the following.
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Session Id |
The session ID that uniquely identifies the carry forward of the reimbursement balance, for this specified set of employee records. |
Select the “Process” pushbutton.
The reimbursement balances in all the records under the session ID are transferred to the calendar you chose in the “To Reimbursement Calendar” field for the specific reimbursement item.
Note: another user cannot process the same set of records simultaneously.
6 Hyper linked topics below
Use this page to carry forward the reimbursement balance to a new calendar year