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Administrator Guide
Last Updated: 2023-06-23
View and Edit Schedules for Storing Time Off Balances

View and Edit Schedules for Storing Time Off Balances

Security:
Process: Calculated Balances (Run)
 domain in Time Off and Leave functional area.
View, edit, or delete manually scheduled
Time Off Calculated Balance
 processes. You can also check the next and last run dates for schedules with a recurring frequency and view the list of plans not included in a schedule.
  1. Access the
    View Schedules for Time Off Calculated Balance Process
     report.
    Expired plans (plans without a
    Next Run Date
    ) are listed first.
  2. Click:
    • Edit
       to extend the end date for an expiring plan or make other edits.
    • Delete
       to delete the schedule, but not the results of previous runs.
    • View Last Results
       for the number of balances last updated for each plan and to access the list of workers processed.
    • View Process Monitor
       to see processing results for runs within a selected date range.
    All users secured to the
    Process: Calculated Balances (Run)
     domain can edit information on the
    Schedule
     tab, but only the schedule owner can edit the
    Time Off Plans
     tab or delete a schedule. The schedule creator can transfer ownership to another user by accessing the
    Scheduled Future Processes
     task. From the request name, select
    Scheduled Future Process
    Transfer Ownership
     from the related actions menu of the request name.