General Tab

The General tab displays basic information about this transaction, including the date, time, organization unit, and labor distribution.

Amount (Dollars)

The dollar amount of this adjustment, if applicable. This field is only enabled if the code entered in the Pay Code field requires a dollar value, rather than an hours/units value.

Date

The calendar date this adjustment applies to.

DOW

Two letter code indicating the day of the week of this entry.

Grant Code

The identification code of an applicable grant.

Hours

Indicates the length (in whole and decimal hours) of this adjustment. For example, ninety minutes would be entered as 1.5 hours.

Input Source Symbol

The symbol indicating the source of entry of this transaction, such as manual, quick badge, or download. Hover the cursor next to the symbol to display a tooltip identifying the type.

Job Class

The employee job work assignment for this adjustment.

Organization Unit Level 1

The level 1 organizational code where this adjustment is assigned. The number of levels available and the label names depend upon your organization or corporate structure.

Organization Unit Level 2

The level 2 organizational code where this adjustment is assigned. The number of levels available and the label names depend upon your organization or corporate structure.

Organization Unit Level 3

The level 3 organizational code where this adjustment is assigned. The number of levels available and the label names depend upon your organization or corporate structure.

Organization Unit Level 4

The level 4 organizational code where this adjustment is assigned. The number of levels available and the label names depend upon your organization or corporate structure.

Organization Unit Level 5

The level 5 organizational code where this adjustment is assigned. The number of levels available and the label names depend upon your organization or corporate structure.

Organization Unit Level 6

The level 6 organizational code where this adjustment is assigned. The number of levels available and the label names depend upon your organization or corporate structure.

Organization Unit Level 7

The level 7 organizational code where this adjustment is assigned. The number of levels available and the label names depend upon your organization or corporate structure.

Organization Unit Level 8

The level 8 organizational code where this adjustment is assigned. The number of levels available and the label names depend upon your organization or corporate structure.

Organization Unit Level 9

The level 9 organizational code where this adjustment is assigned. The number of levels available and the label names depend upon your organization or corporate structure.

Pay Code

The pay code assignment of this adjustment.

Pay Group Instance

The pay period where this adjustment should be processed. Adjustments must be assigned to a current or future pay period, even if the date associated with the transaction occurred in a previous pay period. Select the pay period from the drop down menu options.

Pool Code

A number that identifies a pool assignment for the employee transaction. The options that are available were previously assigned to the employee through the Pools screen.

Position Code

The labor distribution code that indicates the organization and job class assignment for this transaction.

Predefined Note Code

Standardized text that can be attached to an employee transaction to give additional information.

Predefined notes may be editable. An example of an editable predefined note is for funeral leave, to indicate the name of the deceased and relationship to the employee.

Project Code

The identification code of an applicable project.

Quick Code

A code set up for an employee to quickly enter a transaction using a single entry.

Quick codes are set up in the employee record in the Quick Code section screen.

Rate (Dollars/Hour)

The rate of pay (in dollars per hour) for this adjustment transaction.

Reason

Free-form text field for entering a reason why the adjustment was made.

Shift Code

The work shift this adjustment is assigned to, such as Day, Evening, or Night.

Subject

The topic of this notation. When the predefined note is configured to be editable, the subject entry can be modified.

Text

The free-form text of the message. When a predefined note is selected, the text is automatically displayed. When the predefined note is configured to be editable, additional information can be entered in this field. If this is not a predefined note, type the message text in this field.

Time

Enter the Time the adjustment should begin. The format can either be 24-hour or 12-hour.

If you are using 12-hour format, follow the time with 'a' or 'p' for AM and PM.