Adding a New Calendar/Clocking/Adjustment Entry via the Transaction List
To add a new Clocking, Calendar, or Adjustment entry to the transaction screen, complete the following steps:
Note:
For information on entering calendar entries for multiple consecutive or non-consecutive days, see: Steps for Adding Multiple Calendar Entries Through the Monthly View
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Use the Employee Search to search for and select an employee record.
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In the Employee Actions section in the left pane, click on the appropriate Action button (Add Calendar, Add Clocking, Add Adjustment).
The General tab is opened.
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For each field, enter the applicable information.
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Fields that require information display an asterisk to the right of the label.
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When a field is not editable it will be grayed out, and no information can be entered.
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If labor distribution fields are left blank, the system assumes the information from the employee home labor distribution (organization unit, job class, position code).
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Critical organization unit fields, the job class field, and the position field have Smart Drop Down Menus to limit the number of values that are displayed to those values previously entered by the current user.
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For more information on the fields included in these transactions, see the documentation on the employee actions for the following actions:
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Add Calendar
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Add Clocking
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Add Adjustment
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After entering all fields on the General screen, click on the Attendance+ and/or Notes tabs at the top of the record to open and configure the additional information.
Note:
The tabs available depend on the type of transaction being entered, and also the authorization role of the user.
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When all data has been entered, click on the Save button.
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For a clocking transaction, you can click on the Calc Me Now button in the left pane to calculate the employee data. The clocking will be assigned as either an In Punch or an Out Punch by the system.
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The following related topics are available: |