Notes Tab

Select the Notes tab to add or view a notation to the transaction. Either a predefined note can be selected or a new message created.

When information in certain fields for a record are added or edited, a note may be required. The fields that require notes are specified in the Configuration section> System card> Note Required screen.

Depending on the authorization role of the user, the following actions may be available:

Notes can be added to a transaction, either while initially entering the record or after the record is saved.

To add a note to a transaction when using the Transaction List View option, complete the following steps:

In the Transaction list, click the expand icon on a record to open it, if it is not already open.
Click on the Notes tab.
To enter a predefined note, select the Predefined Note Code from the Field Look Up Values in the right pane. These codes have been previously set up on the Configuration section>System card>Predefined Notes screen.
The code to identify a standardized note that can be attached to an employee transaction to give additional information.

Predefined notes may be editable so the user can enter more information which is specific to the employee.
- If a predefined note is selected, the Subject and Text fields are automatically filled in. Depending on the configuration of the predefined note, these fields may be editable.
- If a predefined note is NOT selected, enter a Subject for the note and any additional information in the Text field.
  The free-form text of the message. When a predefined note is selected, the text is automatically displayed. When the predefined note is configured to be Editable, additional information can be entered in this field. If this is not a predefined note, type the text in this field.
  
  The topic of this notation. When a predefined note is configured to be editable, the subject entry can be modified.
Click on the Save button at the bottom of the screen to save the record.

Notes can be canceled by the user who entered them, or by an administrator. Notes must be canceled before the related pay period is closed.

To cancel a note to a transaction when using the Transaction List view, complete the following steps:

In the Transaction list, click the expand icon on a record to open it.
Select the Notes tab.
Click on the box to the left of the notes to be canceled.
Click on the Cancel Selected button at the bottom of the screen.
The canceled notes can be viewed by checking the Show Canceled Notes box.

Depending on the authorization role of the user, the following actions may be available:

Notes can be added to a transaction, either while initially entering the record or after the record is saved.

To add a note to a transaction when using the Transaction Grid View option, complete the following steps:

In the Transaction Grid, click on the Expand Record icon to the left of a record to open it.
Select the General tab
Click on the Tab key until the Predefined Note Code field is highlighted.
The code to identify a standardized note that can be attached to an employee transaction to give additional information.

Predefined notes may be editable so the user can enter more information which is specific to the employee.
- If using a predefined note select one from the drop down menu. The Subject and Text fields are automatically filled in. Depending on the configuration of the predefined note, these fields may be editable.
- If a predefined note is NOT selected, enter a Subject for the note and any additional information in the Text field.
  The free-form text of the message. When a predefined note is selected, the text is automatically displayed. When the predefined note is configured to be Editable, additional information can be entered in this field. If this is not a predefined note, type the text in this field.
  
  The topic of this notation. When a predefined note is configured to be editable, the subject entry can be modified.
Click on the Save button at the bottom of the screen to save the record.

Notes can be canceled by the user who entered them, or by an administrator. Notes must be canceled before the related pay period is closed.

To cancel a note to a transaction when using the Transaction Grid view, complete the following steps:

In the Transaction grid, click on the Expand Record icon to the left of a record to open it.
Select the Notes tab.
Click on the Actions Menu icon to the left of the note.
Click on the Cancel option.
The note can be alternately hidden and viewed by clicking on the Canceled icon .

Note: These notes are entered though the General screen when adding a new record via the Transaction Grid view and then are visible under the Notes tab in the saved record.

Standardized text that can be attached to an employee transaction to give additional information.

Predefined notes may be editable. An example of an editable predefined note is for funeral leave, to indicate the name of the deceased and relationship to the employee.

The topic of this notation. When the predefined note is configured to be editable, the subject entry can be modified.

The free-form text of the message. When a predefined note is selected, the text is automatically displayed. If the predefined note is configured to be editable, additional information can be entered in this field. If this is NOT a predefined note, type the message text in this field.