v7 FreeBalance Help

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By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Promotion Policy information.  Fields with an asterisk  are mandatory fields.
3. Enter the Code, click on the Active checkmark, as required, the Number Of Days and select the Language, as required.

• Code: Unique identification code of the skill.
• Active:  Active Status - if checked, Skill is available.  
• Number Of Days: Minimum number of days a person is in the Employee Position before the Promotion policy can be applied.

      4. Enter the Title, which is the name of the policy.

      5.  In Description, enter a detailed description of the policy

To ADD Employee Positions to Promotion Policy, if required:

1. Click on Lookup icon , and enter the Employee Positions information, or leave the Employee Positions information blank to retrieve all Employee Positions.
2. Click Find icon 
3. Click the individual Select Checkbox (es) to select and de-select the Employee Position(s), as required.
4. Repeat steps 1, 2 and 3 for all required Employee Positions .
5. Click the Return icon  to return to the Promotion Policyscreen, or click the  Discard button  to discard the selection entry and return to Skill.
6. Click the individual Select Checkbox (es) to select and de-select the Employee Position(s), as required, or click the Select All icon  or Unselect All  icon, to select all Employee Positions or de-select all Employee Positions , if required.
7. Click the Remove icon to remove the selected Employee Positions information, if required.

      8. Click on the New icon under  to enter the Situation Code Combinations (refer to Situation Code Combinations for more information), if required.

      9. Click on the New icon under  to enter the Employee Positions (refer to Employee Positions for more information), if required.

Click on the Save icon  at the bottom of the Promotion Policy to save your new Promotion Policy information.  A window will appear to confirm.