Adding a New Transaction Request

To add a new employee transaction request, complete the following steps:

1. In the Actions sections tool bar, select Approval > Transaction Requests.

2. Click on the Add button in the left pane to open a screen to add a new employee request.

3. Use the employee search page to enter criteria to locate the employee record.

4. From the results list, select the employee.

5. From the Classification field, select either the Calendar, Clocking or Adjustment option from the menu.

6. Enter the Range Begin Date and Range Begin Time to indicate the date and time of the beginning of the transaction range.

7. Enter the Range End Date and Range End Time to indicate when the transaction range ends.

8. Enter a Reason for the request, for example "Vacation".

9. Enter any Reviewer Comments with additional information on the request.

10. Click on Save to save the record.

11. The screen now displays the action buttons. Click on the Add Calendar, Add Clocking, or Add Adjustment button to submit at least one transaction entry. The related transaction screen is displayed.

12. Complete the information on all tabs and click on the Save button.

13. For more information on the fields available, see the following related topics in the Employee record:

    • Add Calendar

    • Add Clocking

    • Add Adjustment

14. The user has the option to update the status of this request now (Approve, Cancel, Deny, Pending Review and Delete Request), or it can be updated later by the same user or by another supervisor.

The following related topics are available: Adding a New Quick Code Adding a New Supervisor LaborView Record Adding a Predefined Note Code Entering an Adjustment Through the Add Adjustment Screen Adding a New Employee LaborView Record Handling Employee LaborView Exceptions Auto Forwarding Employee Assignments Auto Forwarding Supervisor Assignments Handling Supervisor Time Cards