Embedded Pay Transaction Batch Approval#

The embedded formPay Transaction Batch Approval (EPTR) is used by both the request facility and by approvals to display crucial information regarding pay transaction batches

Summarize

By Batch

When this focus is chosen the system calculates the totals of transactions in a selected batch by assignment as of the end date of the pay period.

By Week

When this focus is chosen the system calculates the totals of transactions in a selected batch by assignment as of the end of the week. The end of the week is considered 7 consecutive intervals ending on the pay period end date.

By Day

When this focus is chosen the system calculates the totals of transactions in a selected batch by assignment and by date.

Ready for Approval

The batch may be marked as eligible/ready for approval using this toggle.

Add A Comment

This button will provide the user with a dialog to provide additional comments on the batch.

View Details

This is an action button will direct the user to the IPTR form for the batch in focus in the IPTRB.

Summary #

This section provides a summary table of the totals within the batch.

The prompts of the fields will dynamically change to be time code, time type or time code set code depending of the type of total chosen at the bottom of the form.

The records that do not have information for Person Code, Name or Assignment are grand total records.

Totals for prior period transactions that belong to the current batch are included in the batch total. When the system totals by week, the prior period's grand total records will not have a From Date and the To Date will be the pay period end date of the prior batch.

Person Code

This is the person code for whom the total is for.

Name

This is the name of the employee for whom the total is for.

Assignment

The assignment code of the employee from the batch is displayed here.

From Date

This field may display the pay period start date, week start date or the day of the transaction, depending on which toggle was selected in the form's header.

To Date

This field may display the pay period end date, week end date or the day of the transaction, depending on which toggle was selected in the form's header.

Show Time Code Totals

This toggle will dynamically display totals for time codes within the batch.

Show Time Type Totals

This toggle will dynamically display totals for the time types associated to the time codes used to generate the transactions within the batch.

Show Time Code Set Totals

This toggle will dynamically display totals for time code sets which include the time codes associated to the transactions within the batch.

Approval#

This section will display the approval bar where the approver may approve or dis-approve the pay transaction batch.

---

Notes #

Click to create a new notes page