Benefit Transactions
The Benefit Transactions button opens a screen which displays the history of benefit activity for an employee. All benefit transactions submitted and paid are maintained within this screen.
Click on the folder to the left of a record to open and view the details of the transaction.
The following Section options are available when adding and/or viewing a record:
General
|
Opens a screen to enter or view general information on the submitted values of a benefit transaction.
|
Paid
|
Opens a screen to display the details of awarding benefits to an employee through the benefit transactions, including the pay code charged and hours paid.
|
Action Buttons
The following Action buttons may be available in the left pane for adding or deleting related records:
Add
The Add button opens a screen where authorized users can create a new record.
To add a new record, complete the following steps:
- From the right pane, click on the Add button.
- A screen is displayed to enter values. The fields with an asterisk are required and must be completed before the record can be saved.
- Click on the Save button to save the record,
Note: For more information, see Adding a New Record.
Delete Selected
The Delete button is used to remove one or more records from a screen.
To delete a record, complete the following steps:
- Click on the selection box to the left of each record to be deleted.
A check mark is displayed
- Click the Delete button.
- If a single record is open, select the Delete button (there are no boxes to select the record).
- A message is displayed verifying the record should be deleted. Click on Yes to continue.
