My Transaction Requests
The My Transaction Requests card lists the status of submitted requests for calendars, clockings, and adjustments for the employee.
- Click on the folder to the left of a specific request to open the record and view the details, or to edit or cancel requests that have not been approved or denied.
- Once a request has been viewed, click on the box to the left of the record to enter a check mark, and then click the Hide Selected button. The request is now hidden on the card and will no longer display. If the status of the request changes, the record will again be displayed on this card.
The following fields are displayed on this card:
|
Folder
|
Click on the folder icon to open the record and view the details.
|
|
Selection Box
|
To select records to hide (once they have been viewed), click on the selection box to enter a check mark . Then click on the Hide Selected button.
|
Type
The icons under the Type column indicate the type of transaction:
|
* Add Adjustment
* Edit Adjustment
* Delete Adjustment
|
These icons indicate a request to add, edit, or delete an adjustment transaction.
Green color coding indicates the adjustment will pass to the payroll interface, red indicates it will not pass, and gray indicates it has not yet been determined.
|
|
* Add Calendar
* Edit Calendar
* Delete Calendar
|
These icons indicate a request to add, edit, or delete a calendar transaction.
|
|
* Add Clocking
* Edit Clocking
* Delete Clocking
|
These icons indicate a request to add, edit, or delete a clocking transaction.
|
Status
The icons under the Status column indicate the status of the transaction request.
|
Approved
|
The request is approved by the supervisor, and is added to the employee schedule.
|
|
Canceled
|
The request has been canceled by either the supervisor or the employee.
|
|
Denied
|
The request is not allowed by the supervisor.
|
|
Requested
|
The request has been submitted and is pending approval or denial from the supervisor.
|
|
Pending Review
|
The supervisor is indicating he or she has seen the request but hasn't updated the status.
|
End Date
The last date of the transaction date range. More About Date Value Fields
When a date field is highlighted, the Date Selector is displayed in the right pane to search for the date. Use the arrows in the heading bar to scroll to the Previous or Next month's calendar. Double-click on a date to enter it into the field. Alternatively, dates can be typed into the field.
End Time
The time on the End Date that this transaction ends. More About Time Value Fields
When a field requires a Time Value, the value must be formatted in 24-hour time. This means after noon, the hour value entered should have 12 added to the hour value shown on the clock. For example, if the time is 3:00 pm, the correct value in 24-hour format is 15:00 (12+3 = 15).
- The system automatically formats entered values to hh:mm (two-digit hour value, two-digit minute value separated by a colon).
- Enter 1500 and the system automatically adds the colon between the hour and minute values to convert this to 15:00.
- Enter 900 and the system adds the leading zeros and colon to convert this to 09:00.
- The system adds leading zeros to any value less than 4 digits. For example, if 9 is entered, the system converts this to 00:09 (nine minutes after midnight).
- If the last two digits of the entered value is larger than 59, this cannot be converted to a valid time and an error message is generated.
- If the first two digits of a four-digit value is larger than 23, this cannot be converted to a valid time and an error message is generated.
- Enter midnight as 00:00; enter noon as 12:00.
- If a "p" or "pm" is entered after the hour value, the system automatically converts the time to the corresponding afternoon value in 24-hour time. For example:
- Enter 300p or 300pm and the system converts this to 15:00 and adds the colon.
Pay Code
The pay code which was submitted as part of the transaction request.
Reason
The reason submitted by the employee for the transaction (for example, if submitting PTO, the employee might indicate it is for vacation or for surgery).
Reviewer Comments
A comment entered by the supervisor handling the transaction, giving additional information. For example, if the request is denied, the reason for the denial can be entered in this field.
Start Date
The first date of the transaction date range. More About Date Value Fields
When a date field is highlighted, the Date Selector is displayed in the right pane to search for the date. Use the arrows in the heading bar to scroll to the Previous or Next month's calendar. Double-click on a date to enter it into the field. Alternatively, dates can be typed into the field.
Start Time
The time on the Start Date that this transaction begins. More About Time Value Fields
When a field requires a Time Value, the value must be formatted in 24-hour time. This means after noon, the hour value entered should have 12 added to the hour value shown on the clock. For example, if the time is 3:00 pm, the correct value in 24-hour format is 15:00 (12+3 = 15).
- The system automatically formats entered values to hh:mm (two-digit hour value, two-digit minute value separated by a colon).
- Enter 1500 and the system automatically adds the colon between the hour and minute values to convert this to 15:00.
- Enter 900 and the system adds the leading zeros and colon to convert this to 09:00.
- The system adds leading zeros to any value less than 4 digits. For example, if 9 is entered, the system converts this to 00:09 (nine minutes after midnight).
- If the last two digits of the entered value is larger than 59, this cannot be converted to a valid time and an error message is generated.
- If the first two digits of a four-digit value is larger than 23, this cannot be converted to a valid time and an error message is generated.
- Enter midnight as 00:00; enter noon as 12:00.
- If a "p" or "pm" is entered after the hour value, the system automatically converts the time to the corresponding afternoon value in 24-hour time. For example:
- Enter 300p or 300pm and the system converts this to 15:00 and adds the colon.