Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Follow these steps to apply service credits:

  1. Load the person record

  2. Click on the "Service Dates" menu option

  3. Click on the "Manage Credits" link

    Image RemovedImage Added
  4. Select a "Credit Type", i.e.: "Broken Service"

    1. Each credit type will impact service time differently, refer to the related article for more information

  5. Enter the "Effective Date"

    1. This date should be the start date of the credit, not the end date

      Image RemovedImage Added
  6. Enter an amount, ONE of two options

    1. "Date Range" will calculate the time between two dates, OR

      Image RemovedImage Added
    2. "Date Values" will allow the user to enter an exact amount of time

      Image RemovedImage Added
  7. Optionally, users can choose to apply the credit details to a spouse or add comments

    Image RemovedImage Added
  8. Click "Save"

  9. The service credits are applied to the person record

Info

In order for allowance worksheets to show the service time properly the effective date of the credit should be set to the beginning of the effective period.

...


Section

Watch it in action:

Multimedia
width100%
nameWMbrdJ896N.mp4
width100%


Filter by label (Content by label)
showLabelsfalse
max5
spacescom.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@132e0
showSpacefalse
sortmodified
typepage
reversetrue

...

labelsservicecredit service-credit servicedates
cqllabel in ( "servicedates" , "servicecredit" , "service-credit" ) and type = "page" and space = "OSD"

...


Page Properties
hiddentrue


Related issues