Adding a New Transaction Request

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

1. In the Actions sections tool bar, select the Approval card, then Transaction Requests screen.
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.

   Select the classification type of this transaction from the drop down menu (i.e. Calendar, Clocking, Adjustment, or DeductIT).

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

   The earliest date of the range to include when entering, approving, or searching for an education transaction request record. The event must fall on or between the Range Begin Date and Range End Date.

   The earliest date of the range to include when entering, approving, or searching for an education transaction request record. The event must fall on or between the Range Begin Date and Range End Date.

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

   The latest date of the range to approve or search for a request record. If the date the course was taken falls within the Date Range Begin and Date Range End dates, that request is included in the results listing.

   The latest date of the range to approve or search for a request record. If the date the course was taken falls within the Date Range Begin and Date Range End dates, that request is included in the results listing.

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

   The explanation of this request, for example, Vacation or Leave of Absence.

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

   Any notes from the authorized user for the reason the request was approved, canceled or denied.

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.