Parent Topic |
The Trade Request Search screen is used to enter selection criteria for searching for trade request records. Depending on the authorization level of the user, the selected requests can be viewed approved, denied, canceled, or edited.
Record Management
Enter the search criteria as described below, then click on the Search button. For more information, see Searching for a Record.
After entering the search criteria, all applicable records are displayed. To open a single record, click the folder on the record. To open multiple records, check the box on each record to open and then click on the folder icon of the record to open first. For more information, see Opening and Viewing a Record.
The icons under the Status column indicate the status of the trade request. Hover the cursor over the icon in the screen to view the description of the icon.
Approved |
The request is approved by the supervisor, and is added to the employee schedule. |
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Canceled |
The request has been canceled by either the supervisor or the employee. The traded schedules revert back to the originally scheduled employee. |
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Denied |
The request is not allowed by the supervisor. |
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Requested |
The request has been submitted and is pending approval or denial from the supervisor. |
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Waiting Approval |
The request must be approved by the second employee in the trade (accepting employee) before the request is sent to a supervisor for handling. |
The icons under the Classification column indicate the type of request. Hover the cursor over the icon in the screen to view the description of the icon.
Accepted Offer |
The offered schedule has been accepted by another employee. |
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Offer |
The schedule is being offered by an employee. |
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Trade |
An employee is trading this schedule with another employee. |
Depending on the page displayed, the following fields may be available. Click on the link to navigate to the description. |
The following related topics are available: |
Accepting Employee Code
The unique identification code of the employee who accepted the offered schedule or trade request.
Accepting Employee First Name
The first name of the employee who accepted the offer or trade request.
Accepting Employee Last Name
The last name of the employee who accepted the offered or traded schedule request.
Classification
Indicates whether this transaction is for a shift trade or offer.
Organization Unit
The Home Labor Distribution of the employees who have submitted a request. Choose the option button to select a specific Organization Unit or a Schedule Group.
The home labor distribution of an employee indicates the main organization unit where the employee is assigned. The Home labor distribution assignment is used to determine the access Roles and processing Assignments for the employee and also to determine whether employees are included in reports and other processing (such as calculations and scheduling).
The primary home labor distribution assignment specifies the main job class/position of the employee within the home labor distribution. An employee can only have one effective Primary Home labor distribution assignment effective, but may have multiple Alternate Home labor distribution assignments (same organization unit as the Primary Home but with a different job class/position) and Alternate labor distribution assignments (different organization unit than the Home labor distribution).
Note: All labor distribution assignments for an employee are set up on the Labor Distribution screen in the employee record. For more information, see the Employee section>Labor Distribution screen>Primary Home Labor Distribution.
The trunk, branch, and leaf organization unit levels are displayed. The labels of the different levels is determined by the corporation.
The leaf structure level is the lowest of the four major organization structure levels used for payroll processing and scheduling, and is optional. There can be up to nine structure levels within an organization, but the four key structure levels are called root, trunk, branch, and leaf. Many of the payroll and scheduling reports are totaled by these levels.
The branch structure level is the third of the four major organization structure levels used for payroll processing and scheduling. There can be up to nine structure levels within an organization, but the four key structure levels are called root, trunk, branch, and leaf. Many of the payroll and scheduling reports are totaled by these levels.
During initial system set up, these levels are identified and linked in the system. Authorized users can view the structure levels assigned to each of these levels on the Configuration section>Organization Unit card>Organization Link Level screen.
The trunk structure level is the second of the four major organization structure levels used for payroll processing and scheduling. There can be up to nine structure levels within an organization, but the four key structure levels are called root, trunk, branch, and leaf. Many of the payroll and scheduling reports are totaled by these levels.
The branch structure level is the third of the four major organization structure levels used for payroll processing and scheduling. There can be up to nine structure levels within an organization, but the four key structure levels are called root, trunk, branch, and leaf. Many of the payroll and scheduling reports are totaled by these levels.
During initial system set up, these levels are identified and linked in the system. Authorized users can view the structure levels assigned to each of these levels on the Configuration section>Organization Unit card>Organization Link Level screen.
During initial system set up, these levels are identified and linked in the system. Authorized users can view the structure levels assigned to each of these levels on the Configuration > Organization Unit > Organization Link Levels screen.
During initial system set up, these levels are identified and linked in the system. Authorized users can view the structure levels assigned to each of these levels on the Configuration section>Organization Unit card>Organization Link Level screen.
The branch structure level is the third of the four major organization structure levels used for payroll processing and scheduling. There can be up to nine structure levels within an organization, but the four key structure levels are called root, trunk, branch, and leaf. Many of the payroll and scheduling reports are totaled by these levels.
During initial system set up, these levels are identified and linked in the system. Authorized users can view the structure levels assigned to each of these levels on the Configuration section>Organization Unit card>Organization Link Level screen.
The trunk structure level is the second of the four major organization structure levels used for payroll processing and scheduling. There can be up to nine structure levels within an organization, but the four key structure levels are called root, trunk, branch, and leaf. Many of the payroll and scheduling reports are totaled by these levels.
The branch structure level is the third of the four major organization structure levels used for payroll processing and scheduling. There can be up to nine structure levels within an organization, but the four key structure levels are called root, trunk, branch, and leaf. Many of the payroll and scheduling reports are totaled by these levels.
During initial system set up, these levels are identified and linked in the system. Authorized users can view the structure levels assigned to each of these levels on the Configuration section>Organization Unit card>Organization Link Level screen.
During initial system set up, these levels are identified and linked in the system. Authorized users can view the structure levels assigned to each of these levels on the Configuration > Organization Unit > Organization Link Levels screen.
Requesting Employee Code
The unique identification code of the employee who submitted the offer or trade request.
Requesting Employee Last Name
The last name of the employee who submitted the offer or trade request.
Requesting Employee First Name
The first name of the employee who submitted the offered schedule or trade request.
Schedule Group
The schedule group that includes the Home Labor Distribution of the employees who have submitted a request. Choose the option button to select a specific Organization Unit or a Schedule Group.
The home labor distribution of an employee indicates the main organization unit where the employee is assigned. The Home labor distribution assignment is used to determine the access Roles and processing Assignments for the employee and also to determine whether employees are included in reports and other processing (such as calculations and scheduling).
The primary home labor distribution assignment specifies the main job class/position of the employee within the home labor distribution. An employee can only have one effective Primary Home labor distribution assignment effective, but may have multiple Alternate Home labor distribution assignments (same organization unit as the Primary Home but with a different job class/position) and Alternate labor distribution assignments (different organization unit than the Home labor distribution).
Note: All labor distribution assignments for an employee are set up on the Labor Distribution screen in the employee record. For more information, see the Employee section>Labor Distribution screen>Primary Home Labor Distribution.
Status
The approval status of this request.
More About Trade/Offer Status Code Options
Status Code options for Trade and Offer include the following:
Approved |
The supervisor allows this trade or offer to take place. |
Denied |
The supervisor does not allow this trade or offer to take place.
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Canceled |
The supervisor or employee canceled the trade or offer. |
Requested |
The schedule trade or offer has not yet been handled (approved or denied) by the supervisor. |
Waiting Review |
The schedule trade is waiting for the approval of the second employee (accepting employee) in the trade. Once the second employee has approved the trade, the status is changed to Requested. |
Action Buttons
The following Action buttons may be available in the left pane, depending on the page that is open:
Click on the Add button to open a screen to configure a new record.
Complete the following steps to add a new record:
The List Selector icon opens a screen to select valid options for a specific field. Depending on the field, the values on this list may be set up on the corresponding configuration screen, or may be standard or client-defined values in the system.
Click on the icon to the right of a field to open the List Selector screen. Click the selected value to load it to the field.
Note: This listing option is used in screens when the right pane is not available to display the Field Look Up Values.
If specific values are required for a field, valid options may be displayed in the Field Look Up Values in the right pane. Usually, these values are previously set up on the corresponding Configuration screen. Scroll down the list to find the required value using the vertical scroll bar to the right of the list.
Note: If the first few characters are typed into the field, the list automatically scrolls to the values beginning with the corresponding values.
Screens that do not have a right pane available have the list selector icon to open a listing of valid values. Click this icon to open the list.
Note: Organization Unit information may need to be entered before values are displayed. For example, when accessing a Job Class field, the job class options available are linked to specific organization units. The organization unit where job classes are created must be entered before the options are displayed.
If specific standard values are required for a field, valid options may be displayed in a Drop Down Menu. These are usually standard options, or may be client defined. The values are not accessible through a configuration screen.
Click on the drop down menu arrow to display the options.
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.
Note: For more information and screen prints, see Adding a New Record.
The Advanced button loads the expanded search criteria mode with additional fields for locating a record. When the Basic search mode is loaded, the button shows as Advanced. When the Advanced search mode is loaded, the button shows as Basic.
Note: The user can set whether the Basic or Advanced search mode is automatically loaded for each screen. This setting is found under Preferences section>My Preferences card>Search screen>Mode tab. The Advanced/Basic buttons only display on screens with Advanced search capabilities.
The Audits button in the left pane opens a screen to view changes to records in the open page. The audit trail displays information on additions, edits and deletions, including the date and time the change was made, the type of change (inserted, updated, deleted), the description of the change, the name of the person making the change, and the original and new values.
The audit records can be grouped and sorted by one of the following options: application, audit date, audit description, classification, or who modified. To change the sort, click the drop down arrow near the Group By field in the Audit List Actions to open the record, then select the grouping from the list.
Group by Application
Groups the audit records by the application where the changes were made.
Group by Audit Date
Groups all the audits by the date when changes were made.
Group by Audit Description
Groups the audit report by the description of the edits that were made.
Group by Classification
Groups the audit records by whether the record was inserted, updated, or deleted.
Group by Who Modified
Groups the audit records by the user who made the updates.
The Delete or Delete Selected button is used to remove one or more records from a screen.
Complete the following steps:
A check mark is displayed in each selected box.
Note: For more information, see Deleting a Record.
The Replace button opens a screen to update one or more field values for all the records selected in the search. This feature can be used to update multiple records with the same field information.
A screen is displayed with all the fields as read only.
The Parameter tab opens a screen where processing settings are established. These settings can be changed by authorized users to customize the functionality of the system.
Parameter options are stored on category cards to make them easier to locate. Click the card arrow to open the card and view the parameter options contained on that card.
The parameter naming convention is as follows:
Screen name + "Parameter" + Category Card + Classification + Type + Number
The type of value required for this parameter (e.g. alpha, date, day of week, hour, integer, pay code, rate, time, percent, or premium category).
The following are the valid options for parameter types:
Alpha |
The field will accept any letters, numbers, or characters on the keyboard. |
Date |
The field will accept any properly formatted date. 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. |
DOW |
The field will accept a day of the week. When this type is selected, the days of the week are available in the drop down menu under Default Value. |
Hour |
The field will accept any positive or negative whole and/or decimal value. The system will add a decimal point and trailing zeros up to two places. For example, if 3.5 is entered, the system converts this to 3.50. |
Integer |
The field will accept any positive or negative whole numbers (no decimals). |
Pay Code |
A valid pay code should be entered. There is no validation done when the record is saved. |
Rate |
The field will accept any positive or negative whole and/or decimal value. The system will add a decimal point and trailing zeros up to five places. For example, if 18.2 is entered, the system converts this to 18.20000. |
Time |
The field will accept any properly formatted time value. 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).
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Percent |
The field will accept any positive or negative whole and/or decimal value. The system will add a decimal point and two trailing zeros. For example, if 3.5 is entered, the system converts this to 3.50. |
Premium Category |
When this option is selected, the user can select a Default Classification and Default Premium Category Number from the right pane. |
Determines the type of system classification (e.g. Standard, Customer, User-Defined, or Replicated).
Unlike indicators, there are no predefined options to enter into the parameter screen. The value that can be entered is limited by the Type of parameter allowed. For example, if this parameter has a Type of Date, only a date may be entered in the field; if the parameter has a Type of Integer, only numeric values can be entered in the field, etc. Depending on the setting in the Required field on the Parameter screen, a value may be required, or the system may allow this field to remain empty (null).
A Default setting can be created which is the setting automatically assigned when a new record is created. From that point forward, all new records will get the default setting. Note: An updated default setting is not applied to any existing records.
For more information on Parameters, see the documentation under the Configuration section>System card>Parameter screen.
The Indicator tab opens a screen where processing settings are established. These settings can be changed by authorized users to customize the functionality of the system.
Indicator options are stored on category cards to make them easier to locate. Click the card arrow to open the card and view the indicator options contained on that card.
Indicator naming convention is as follows:
Screen name + "Indicator" + Category name + Classification + Number
Determines the type of system classification (e.g. Standard, Customer, User-Defined, or Replicated).
For example, the Standard indicator on the Pay Group screen on the System category card that is listed First, is named Pay Group Indicator System Standard 1.
On the indicator screen, there are predefined options that the user can select from the right pane. There is a Default setting, which is the setting automatically assigned when a new record is created. The Default setting can be changed for the system in the Configuration section>System card>Indicator screen. From that point forward, all new records will get the default setting. Note: An updated default setting is not applied to any existing records.
Note: The system does not allow the user to use this feature to replace "key" identification fields. A Duplicate Key error message is generated. For example, because the "key" identification field for a Holiday record is the Code, the system does not allow a user to replace multiple holiday records with the same Code. The Code for each Holiday record must be unique.
Note: For more information and screen prints, see the section in Record Management under Replacing Record Values.
The Replicate button copies all general, detail, indicator, and parameter attributes of an existing record, so the setup of a new record requires less time. The General screen opens so you can update general field values for the new record.
Note: "Key" identification fields must be unique or a Duplicate Key error message is generated. For example, because the "key" identification field for a Holiday record is the Code, the system does not allow a user to replicate a holiday record with the same Code. The Code for each Holiday record must be unique.
All selected records are now updated, with the new information replacing the old information in the selected fields.