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Using the Monthly View Screen

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Adjustments

Adjustments are visible on the Monthly View screen. They may appear as passing to payroll interface, not passing to payroll interface, with or without an attached note, or as a request. Depending on your roles and data access, you may be able to view adjustment details or to add and edit adjustment requests from the Monthly View screen.

For more information about the icons and how they appear on the screen, see the Icon Descriptions section.

Since this guide is intended to explain the Monthly View screen, instructions are not provided when the system directs you away from the Monthly View screen to traditional, familiar screens or processes.

The following related topics are available:

Viewing Monthly View Items

Clockings

Calendars

Unavailability

Trades

Offers

Schedule Incentive

Education Classes

Submit an Adjustment Request

To submit adjustment requests, complete the following steps.

  1. Navigate to the Employee section > Monthly View screen.
  2. Select the appropriate day.
  3. Under Employee Actions in the left area, click Add Adjustment.

    The request entry screen appears. This screen and its functionality have not changed.

  4. Enter the details of your adjustment request and click Save.

    You are directed back to the Monthly View screen.

Edit an Adjustment Request

To edit an adjustment request, complete the following steps.

  1. Navigate to the Employee section > Monthly View screen.
  2. On the appropriate day, click the adjustment request.

    The request entry screen appears with the details of the request filled in. This screen and its functionality have not changed.

  3. Edit the details of your adjustment request and click Save.

    You are directed back to the Monthly View screen.

Submit Multi-Day Adjustments

To submit multi-day Adjustments, complete the following steps.

  1. Navigate to the Employee Section > Monthly View Screen.
  2. Select all appropriate days.
  3. Under the Employee Actions in the left pane, click Add Adjustment.
  4. On the Add Adjustment screen, enter the details of your Adjustments. Once complete, click Save.