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webTA 4.2 HR Administrator

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Closing a Leave Recipient Account and Returning Unused Leave Donations

When an account is no longer needed, it must be closed. An employee’s leave donation account cannot be closed while pending transactions exist. Pending transactions are those transactions that have been recorded in webTA, but have not yet been transmitted to NFC for processing. When closing a leave transfer account with a remaining balance, the donated leave is returned to the donor(s) in proportion to the amount donated.

Note: Accounts set up in error may be deleted. Deleting an account removes the record from the database.

To Close a VLTP Account and Return Unused Leave:

  1. Select the LTP Management link from the Leave Transfer Program section on the HR Administrator main menu page. The LTP Management page is displayed.

    LTP Management Page

  2. Select the applicable recipient account to close. The applicable Edit LTP Account page is displayed.

    Edit LTP Account Page - Closing Account

  3. Select the Close Account button. The message Are you sure you want to close the account? is displayed.
  4. Select the Yes button. The LTP Account page is displayed with the status as Close Pending and the message This account is now in Close Pending status. Leave the account in this status to modify the Restored Leave details later. Click the Close button to permanently close the account and restore unused leave back to the donors displayed.

    LTP Account Page - Close Pending

  5. Select the Close Account button. The message Are you sure you want to close the account? is displayed.
  6. Select the Yes button. The status is changed to Closed, and the message This LTP account is closed and may no longer be used is displayed.

    LTP Account Page - Closed Account

    At this point, the following options are available:

    Step

    Description

    Select the Cancel button

    Returns you to the LTP Management page.

    Select the HR Admin tab

    Returns you to the HR Administrator Main Menu page.

    Select Log Out

    Logs you out of webTA.

See Also

Voluntary Leave Transfer Program (VLTP)

Establishing a VLTP Account

Adding Leave Donations to a VLTP Account on Behalf of Employees

Approving Donations to a VLTP Account

Reverting a Leave Donation to Pending

Deleting a Leave Recipient Account