This guide has been created for system administrators.
Specific role permissions may be required, including: Entitlement Setup.
Overview:
Where carryover configuration allows for manual carryover, as a system admin, you have the ability to create the carryover/transfer record via the admin panel. Creating an approved carryover/transfer record in this manner will negate the requirement for authoriser approval. If you would like to view our 'carryover configuration - overview' guide please click here.
This guide provides the steps required for an admin to delete a transfer/carryover record from your system via the admin panel.
Step by step guide:
- Navigate to: Admin tools > Admin panel.
- Go to Records > Carryover/transfer records.
- Use the search filters at the top of the page to narrow the list of records by the user, transfer type, status, etc.
- Identify the record to be deleted and click the Red Delete button on that row.
- A confirmation prompt will appear. Click the green OK button to permanently delete the record from Edays.
If you would like to enlarge the video, please click on it to expand.
Related Guides:
Carryover Configuration - Overview | Carryover/Transfers - Adding a transfer/carryover record | Carryover/Transfers - Updating a transfer/carryover record | Carryover/Transfers - Cancelling a transfer/carryover record