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Book Index

Predefined Notes

From the Predefined Notes screen, you can configure standardized text that users can attach to pay period notes, employee transaction notes, or schedule notes. For example, you may want standard transaction notes to describe employee time off, such as for a doctor's appointment or car trouble.

For more information on creating a new Predefined Note, see the Steps for Adding a Predefined Note.

Action Buttons

The following Action buttons may be available in the left pane, depending on the page that is open:

Add

Advanced/Basic

Audits

Delete or Delete Selected

Replace

Replicate

Record Management

Depending on the user's authorization level, the following actions may be available. Note: The options listed below are not available for some screens.

Adding a New Record

Deleting a Record

Editing a Record

Opening and Viewing a Record

Replacing Record Values

Searching for a Record

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

Active

Code

Denial Note

Description

Organization Unit

Pay Period Note

Schedule Note

Text

Text Editable

Transaction Note

Adding a Predefined Note

Active

Indicates whether this predefined note is currently being used in the system and can be assigned (Yes/No).

Code

The short, alphanumeric name or abbreviation for this predefined note.

Denial Note

Indicates whether this predefined note is currently being used in the system and can be assigned (Yes/No).

Description

The longer description for this predefined note.

Organization Unit

Select the appropriate code for this field. The number of organization unit levels available and the organization unit names displayed depend upon the corporate structure.

Pay Period Note

Indicates whether this predefined note is available in field look up tables when adding a pay period note to an employee record (Yes/No).

Schedule Note

Indicates whether this predefined note is available in field look up tables when using the Add Schedule Note or Recalculate Staffing Needs features in the Schedule grid, or from ActiveRoster (Yes/No).

Text

The information that is displayed when this note is attached. Hint: Use Regular Expressions when searching for a key word in the Text.

For more information, see the documentation on Using Regular Expressions for Searching.

Text Editable

Indicates whether users have the option of editing the predefined note text when the note is assigned to a transaction (Yes/No).

Transaction Note

Indicates whether this predefined note is available in field look up tables when adding a note to an employee transaction, such as a calendar, clocking, or adjustment (Yes/No).