Parent Topic

Transaction Requests

Previous Topic

Next Topic

Book Contents

Book Index

Handling Existing Employee Transaction Requests

If an employee submits a request to add, edit, or delete a transaction, the record must be approved by an authorized user. You can approve requests from the following screens:

Employees are notified on the Home page in the My Transaction Requests card when the status of a request changes. If an employee is set up for Event Subscriptions, they are notified of the change on the Home page in the My Unread Messages card or via email.

Reviewing Requests from the TCS

The Requests card displays requests for the currently open employee record. When you are viewing the current or future pay period, all requests that occur two days before the pay period and later are listed; when you are viewing a previous pay period, only requests that affect the selected pay period are listed.

Requests are grouped in the card first by their status (for example, Requested, Pending Review, Approved, etc.), and then by transaction type.

To handle a request, complete the following steps:

  1. Expand a status category.
  2. Expand a transaction request category.
  3. Optional. Expand the request, enter text in the Reviewer Comments field, and click Save.
  4. Click the action icon on a request, and select a new status.

    Tip: You can also expand the request, select a new value in the Status field, and click Save.

    Status

    Description

    Approved

    The request has been reviewed and approved by the supervisor.

    Tip: For transaction requests, a Time Off informational message appears by default if other employees in the department or unit have overlapping time off.

    Click the link in the message to show a list of the employees.

    Denied

    The request has been reviewed and was rejected by the supervisor.

    Note: Calendar requests associated with specific pay codes may require a predefined note to explain why the request was denied. For more information, see the Calendar Request - Adding a Reason for a Denial feature setup instructions.

    Canceled

    The request has been withdrawn by the supervisor or employee.

    Requested

    The request has not yet been reviewed by the supervisor.

    Pending Review

    The request has been viewed, but the supervisor has not yet taken action.

Reviewing Requests from the Transaction Requests Screen

The Transaction Requests screen displays details of the requests you opened from the Transaction Requests Search screen.

If the request is for the current pay period, you can also view how it might affect the employee's benefit balances in the Beneft Balances tab.

To handle a request, complete the following steps:

  1. Optional. Select a record in the request. Depending on the record type, a check box may not be available when a single record is open.

    Tip: If you are changing all the records in a request to the same status, select them all.

  2. In the Review Request Actions panel on the left, click the desired action.

    Status

    Description

    Approve

    Allow the employee to take the request.

    For transaction requests, a Time Off informational message appears by default if other employees in the department or unit have overlapping time off.

    Click the link in the message to show a list of the employees.

    Cancel

    Withdraw the submitted request.

    Deny

    Inform the employee that their request is not allowed.

    Note: Calendar requests associated with specific pay codes may require a predefined note to explain why the request was denied. For more information, see the Calendar Request - Adding a Reason for a Denial feature setup instructions.

    Pending Review

    Inform the employee that you have opened the request but not yet reviewed it.

    Add Calendar

    Add a new calendar entry to an existing calendar request. For more information, see Steps for Adding a Calendar Entry via the Add Calendar screen.

    Delete Request

    Delete the entire request and all the individual records within the request.

    Cancel Request

    Cancel the entire request and all the individual records within the request. Canceled requests still appear on transaction screens.

    Remove Request

    Remove the selected individual records from the request.

Depending on the page displayed, the following fields may be available. Click on the link to navigate to the description.

Effective Date/Range Begin Date

Effective Date/Range Begin Time

Expiration Date/Range End Date

Expiration Time/Range End Time

Pay Period

Reason

Reviewer's Comment

Status

The following related topics are available:

Searching for a Transaction Request

Adding a New Transaction Request

Effective Date/Range Begin Date

The date when the range of this request begins.

More About Date Value Fields

Effective Date/Range Begin Time

The time (expressed in 24-hour format) on the Effective Date/Range Begin Date when the range of this request begins.

More About Time Value Fields

Expiration Date/Range End Date

The date when the range of this request ends.

More About Date Value Fields

Expiration Time/Range End Time

The time (expressed in 24-hour format) on the Expiration Date/Range End Date when the range of this request ends.

More About Time Value Fields

Pay Period

The pay period where this transaction takes place. This field is available when viewing DeductIT transactions.

Reason

The explanation of this request, for example, Vacation or Leave of Absence.

Reviewer's Comment

Any notes from the authorized user for the reason the request was approved, canceled or denied.

Status

The approval status of the request.

Request Status Code Options