Transactions List

The Transactions List displays details of employee clocking, calendar and/or adjustment transactions for the pay period selected from the Employee Navigator section in the left pane. Depending on the authorization roles assigned, employees may be able to add, edit and/or delete calendar, clocking and adjustment information from this screen.

The Quick Code, the trunk-level code (Facility in the previous image), and the Shift Answer (used with the Lunch Attestation feature), are not shown initially on the Transaction List. To enable them, update indicators System Standard 20-22 in the Web application (Configuration > Application > search for Web).

The following symbols may be displayed on the Transactions screen:

	Adjustment -passing to payroll interface	Indicates an adjustment entry to the employee time card which will be passing to the payroll interface.
	Adjustment - not passing to payroll interface	Indicates an adjustment entry to the employee time card which is not passing to the payroll interface.
	Adjustment - undetermined	Indicates an adjustment entry to the employee time card which has not been determined whether it is passing to the payroll interface.
	Calendar	Indicates a calendar entry, showing non-productive time.
	Clocking	Indicates a clocking in the exception area of the Time Card Screen. This icon also is displayed when a clocking has been manually entered and has not yet been calculated and determined to be either an In or Out punch.
	In Punch	This icon indicates a clocking entry that has been determined by the system to be an In punch.
	Out Punch	These icons indicate a clocking entry that has been determined by the system to be an Out punch.
	Critical Exception	Indicates a serious issue with an employee time card. The time card cannot be approved until this exception has been resolved. An example of a critical exception is "An Odd Clocking was detected".
	Warning Exception	Indicates a moderate issue in an employee time card. The time card can still be approved, however, the employee may not be paid as they expect. An example of a warning exception is "Hours reported in excess of Approved Hours in the pay period."
	Informational Exception	Indicates a relatively minor issue in an employee time card. The time card can still be approved if this exception is not resolved. An example of an informational exception would be if an employee clocked in at an unauthorized badge reader.
	Pending Exception	Indicates exceptions that will be displayed in the future if the employee's time card data does not change. Pending exceptions are determined by the (Calcs) process and stored with the record but not displayed until the day after the day associated with the record.
	Note	Indicates there is a note attached to this transaction. This icon is also displayed if there is a Reason attached to a request. Hover the cursor over the icon to display the predefined note code and also the user who assigned it.
AR	Auto Retro Adjustment	Indicates the transaction was the result of an automatic retro adjustment.
b	Badge Reader	Indicates the original transaction resulted from swiping a badge at the badge reader. Shows the badge reader number used for the transaction and the description of the reader (in the tooltip).
C	Core Schedule	Indicates an entry on the schedule screen that was automatically generated during a Core scheduling pass.
e	Education Tracking Reader	Indicates the transaction was entered through an Education Tracking reader (for an education transaction class).
d	DeductIT	Indicates this was added via a DeductIT transaction.
H	Home Health Care	Indicates this is a Home Health Care transaction.
i	Data Import	Indicates this transaction is from imported data.
L	Legacy	Indicates this is a transaction from a legacy system.
M	Mobile	Indicates this transaction was added via a mobile device. Shows the beacon number used for the transaction.
MR	Manual Retro Adjustment	Indicates the transaction was manually entered.
N	Needs-Based Schedule	Indicates an entry on the schedule screen that was automatically generated during a Needs-based scheduling pass.
OSN	Open Shift Notification	Indicates the transaction was generated from an Open Shift Notification.
P	Education Tracking Download	Indicates this transaction is from a download to Education Tracking.
PC	Patient Classification	Indicates the transaction was added via the Patient Classification interface.
r	Cash Register	Indicates this transaction originated from a cash register (for DeductIT).
RE	Retro Edit	Indicates the transaction was edited retroactively.
S	Manually Added Schedule	Indicates the transaction was manually added or updated on the schedule.
ShS	ShiftSelect	Indicates the transaction was added via the ShiftSelect® interface.
T	Trade	Indicates this is transaction resulting from a schedule trade.
W	Request to Work	Indicates this transaction was entered as a result of a request to work.
~	TimeCall	Indicates the transaction was called in using the TimeCall feature.
@	Quick Badge	Indicates the transaction was entered through the portal through the Quick Badge feature.
#	Staffer	Indicates this data was added via the Staffer interface.
$	Schedule Incentive (formerly Schedule Bidding)	Indicates this is a transaction resulting from Schedule Incentive.
^	Auto-Generated	Indicates the transaction was automatically generated by the system, for example, creating a matching out punch when a new special code is entered
(	Reassign	Indicates a clocking or calendar within the selected pay period that was reassigned to a new Labor Distribution by the system. Note The reassign process is called directly by the Employee Download or Replication processes when a new Home Labor Distribution is created, or when a new Labor Distribution is created in the Employee Record via the Web Portal. Transactions associated with the old home labor distribution on or after the new home labor distribution are updated to the new home labor distribution information.
[	Manual	Indicates the transaction was manually entered.
]	Conversion, Upgrade	Indicates the input results from data from the conversion process.
*	Changed	An asterisk with the source symbol indicates that details of the transaction have been updated. For example, if the time or organization unit was changed or a special code was added, the asterisk would appear.

Actions

The following actions are available in the left pane to authorized users for handling employee transactions.

To update the status of a transaction, check the box on the record and click on the selected action button listed below.

Approve Selected

The Approve button is used to allow the employee to take the request.

Note

Depending on the record type, check boxes may not be available when a single record is open.

Cancel Selected

The Cancel or Cancel Selected status is used to withdraw one or more previously submitted requests.

Note

Depending on the record type, check boxes may not be available when a single record is open.

Delete Selected

The Delete button is used to remove one or more records from a screen.

Deny Selected

The Deny button is used to inform employees that their request is not allowed.

Note

Depending on the record type, check boxes may not be available when a single record is open.

Pending Review Selected

The Pending Review status is used to let employees know that their request has been seen, but has not yet been handled.

Pool Approve Selected

The Pool Approve Selected button sets the status of all selected pool transactions to Approved.

Pool Unapprove Selected

The Pool Unapprove Selected button changes the status of all selected pool transactions from Approved back to an unapproved state.

Set Requested Selected

The Set Requested Selected button is used to change a request that was previously set to Pending Review back to the status of Requested.