Adding a New Transaction Request
To add a new employee transaction request, complete the following steps:
- In the Actions sections tool bar, select the Approval card, then Transaction Requests screen.
- Click on the Add button in the left pane to open a screen to add a new employee request.
- Use the Employee Search page to enter criteria to locate the employee record.
- From the results list, select the employee.
- 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).
- 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.
- 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.
- Enter a Reason for the request, for example "Vacation".
The explanation of this request, for example, Vacation or Leave of Absence.
- 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.
- Click on Save to save the record.
- 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.
- Complete the information on all tabs and click on the Save button.
- For more information on the fields available, see the following related topics in the Employee record:
- Add Calendar
- Add Clocking
- Add Adjustment
- 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.
Action Buttons
The following action buttons may be available in the left pane:
The following status options are available:
Approve
The Approve button is used to allow the employee to take the request.
To approve one or more records, complete the following steps:
- Click on the selection box to the left of each record to be approved.
A check mark is displayed.
- Click the Approve button.
The status of the request is updated to Approved.
Note: Depending on the record type, check boxes may not be available when a single record is open.
Cancel
The Cancel or Cancel Selected status is used to withdraw one or more previously submitted requests.
To cancel request records, complete the following steps:
- Click on the selection box to the left of each record to be canceled.
A check mark is displayed.
- Click on the Cancel or Cancel Selected button in the left pane.
The status of the request is updated to Canceled and the following icon is displayed 
.
Note: Depending on the record type, check boxes may not be available when a single record is open.
Deny
The Deny button is used to inform employees that their request is not allowed.
To deny one or more records, complete the following steps:
- Click on the selection box to the left of each record to be denied.
A check mark is displayed
- Click the Deny button in the left pane.
The status is updated to Denied, and the following icon is displayed 
.
Note: Depending on the record type, check boxes may not be available when a single record is open.
The following edit options are available:
Add Calendar
The Add Calendar button is used to open a screen to add a new calendar entry to an existing calendar request. To add a calendar entry to an existing request, complete the following steps:
- Search for the transaction request record from the Actions section>Approval card> Transaction Requests screen.
- Click on the folder to open the record.
- Click on the Add Calendar button in the left pane. Fill in the information. For more information, see Steps for Adding a Calendar Entry via the Add Calendar screen.
- Save the record. The new calendar entry is added to the request.
.
Delete Request
The Delete Request button is used to delete a previously submitted request.
To delete one or more requests from the listing, complete the following steps.
- Click on the box to the left of each entry to be deleted.
A check mark is displayed.
- Click on the Delete Request button.
Note: This option deletes the entire request and each individual record within the request. To delete a single date, use the Remove From Request option.
Cancel Request
The Cancel Request button is used to cancel the entire request and all the records included in the request. When a request is canceled, it is set to a status of Canceled but is still displayed in transaction screens.
To cancel the entire request records, complete the following steps:
- Click on the selection box to the left of each record to be canceled.
A check mark is displayed.
- Click on the Cancel Request button in the left pane.
The status of the request is updated to Canceled and the following icon is displayed .
Note: Depending on the record type, check boxes may not be available when a single record is open.
Remove From Request
The Remove From Request button allows users to remove the selected entries from the request. For example, if an employee has a request with multiple, non-consecutive days, one or more of the days can be removed from the request.
To remove lines from a request, complete the following steps.
- Click on the selection box to the left of each record to be canceled.
A check mark is displayed.
- Click on the Remove From Request button in the left pane.
The record line is removed from the request.
