Configurable Transactions

Use the Configurable Transactions building block to define transactions that you can then use to configure soft keys and default transactions.

The editor includes six tabs that are active depending on the selected transaction type:

Labor Categories
Cost Centers
Locations
Comment Codes
Work Rules
Pay Codes
Totals

To use the Configurable Transactions Editor:

Click Tap New to create a new configurable transaction, or select an existing configurable transaction and click tap Duplicate to copy it or Edit to modify it. You can delete a transaction by selecting it and clicking tapping Delete . The Configurable Transaction Editor window displays. Required fields are marked by an asterisk (*).

You can filter the list of configurable transactions by clicking tapping Filter and entering a search string in the empty cells immediately beneath the column headings.
Enter or modify the Name of the configurable transaction (maximum of 20 characters).
Enter or modify the Description.

Select the Transaction Type to configure.

Transaction Type	Description	Associate with
Add Punch (manager)	Adds a punch for an employee.	Labor Categories Cost Centers Locations Comment Codes Work Rules
Delayed Labor Transfer	Allows an employee to enter the time and date that a labor transfer occurred. The time and date can be up to one month in the past, the present time, or up to a month into the future.	Labor Categories Cost Centers Locations Comment Codes
Delayed Location Transfer	Allows an employee to enter the time and date that a location transfer occurred. The time and date can be up to one month in the past, the present time, or up to a month into the future.	Labor Categories Cost Centers Locations Comment Codes
Delete Punch (manager)	Deletes a punch for an employee.	Comment Codes
End Work Rule Transfer	Marks the end of a shift associated with a device work rule. If this transaction is assigned to a soft key, assign the Start Work Rule Transfer transaction to another soft key.	Labor Categories Cost Centers Locations Comment Codes
Enter Tips	Allows an employee use a soft key to enter tip amounts.	Labor Categories Cost Centers Locations
Labor Transfer	Allows an employee to use a soft key for labor transfers.	Labor Categories Cost Centers Locations Comment Codes
Location Transfer	Allows an employee to use a soft key for location transfers.	Labor Categories Cost Centers Locations Comment Codes
Pay Code Hours Edit	Allows an employee to add or subtract up to 99:59 hours associated with a pay code.	Labor Categories Cost Centers Locations Pay Codes Comment Codes
Pay Code Money Edit	Adds or subtracts a monetary amount associated with a pay code.	Labor Categories Cost Centers Locations Pay Codes Comment Codes
Pay Code Move Amount	Moves hours from one pay code to another pay code. You also can specify the labor categories and locations affected by this move.	Labor Categories Cost Centers Locations Pay Codes Comment Codes
Start Work Rule Transfer	Marks the start of a shift that is associated with a device work rule. To mark the end of a shift associated with a device work rule, assign End Work Rule Transfer to another soft key.	Labor Categories Cost Centers Locations Comment Codes Work Rules
View Totals	Shows hours totals for home employees. The displayed hours are only as current as the most recent totals received from the host application.	Totals

Select each tab and complete the steps for the selected transaction. Only the tabs that are applicable to the transaction are active. For example, the Totals tab is the only active tab if you are configuring the View Totals transaction.
When you are finished, click tap Save to save your edits or Cancel to dispose of them.

Labor Categories tab

To specify the labor category-related parameters that affect the selected transaction:

From the Configurable Transactions template, select the Labor Categories tab.
Note: If you are configuring labor categories for the Pay Code Move Amount transaction, the workspace contains two areas: the Labor Categories Adjust “To” and “From” Defaults area. Complete steps 2 and 3 for each of these areas so that the labor category is established for the complete transaction.
For each listed labor category, select a default value from the Default Value column. The available labor categories are from the labor assignments defined in the Application Configuration template. Alternatively, select the Prompt for Labor Category check box to require employees to enter a labor category at the device.
For each row, select or clear the following check boxes:
- Allow Override—Enables employees to override the default labor category value.
- Partial Transfer—Enables employees to specify fewer than all labor categories. Employees enter a value for only the labor categories that are configured in the host application and assigned to the specified Application Configuration Settings template.
- Allow partial transfers—Enables employees to bypass prompts by pressing Enter.
Note: The options that appear depend on how labor categories are configured in the host application. Disabled options are not available. For example, the ad hoc flag must be set first in the Access Profile and Labor Level Maintenance options in Application setup for the host application.

Cost Centers

To specify the cost-center parameters that affect the selected transaction:

From the Configurable Transactions template, select the Cost Centers tab.
Note: If you are configuring cost centers for the Pay Code Move Amount transaction, the workspace contains two areas: the Cost Center Adjust “To” and “From” Defaults area. Complete step 2 for each of these areas so that the cost center is established for the complete transaction.
Select a Default Cost Center. The available cost centers are from the labor assignments defined in the Application Configuration template. Alternatively, select the Prompt for Cost Center check box to require employees to enter a cost center at the device.
For each row, select or clear the following check boxes:
- Allow Override—Enables employees to override the default cost center value.
- Partial Transfer—Enables employees to specify fewer than all labor categories. Employees enter a value for only the labor categories that are configured in the host application and assigned to the specified Application Configuration Settings template.

Locations tab

Depending on your configuration, use one of the following methods to specify locations.

To specify the location-related parameters that affect the selected transaction, take these steps:

From the Configurable Transactions template, select the Locations tab.
Select a Default Location. The available locations are from the labor assignments defined in the Application Configuration template.
Select Prompt for Locationif users must enter a location as part of this transaction.
Select or clear Allow Override to determine if employees can change the default location.
Select Entry Required to prompt employees to provide a location transfer entry. If you are configuring a location transfer function, this entry is unavailable, because entry of a location for a transfer is always required.

To select specific locations that affect the selected transaction, take these steps:

From the Configurable Transactions template, select the Locations tab.
Select Prompt for Locationif users must enter a location as part of this transaction.
Select a Default Value to display a default location as part of the transaction.
Select or clear Allow Override to determine if employees can change the default location.
Select Required to prompt employees to provide a location transfer entry. If you are configuring a location transfer function, this entry is unavailable, because entry of a location for a transfer is always required.

Pay Codes tab

To specify how paycode data affect the selected transaction, provide the following information:

Pay Code Hours Edit transaction

Select a Default Pay Code.
The list includes paycodes from the host application that use hours as the unit of measure and that have a code number assigned as part of their definition.
To permit employees to be able to override the default paycode selection, select Allow Override. This is the default selection.
If the transaction affects overtime, select Affect Overtime.
Enter hours in the Default Hours text box using the hh:mm format and positive numbers.
To permit employees to override the default hours selection, select Allow Override of Default Hours.
To permit employees to enter negative default hours, select Allow Negative Default Hours.

Pay Code Money Edit transaction

Select a Default Pay Code.
The list includes money type paycodes from the host application that use currency as the unit of measure and that have a code number assigned as part of their definition.
To permit employees to override the default paycode selection, select Allow Override.

Pay Code Move Amount transaction

Select a default paycode from Default Adjust To Pay Code. Money is moved to this paycode when an adjustment transaction is made.
The list includes paycodes from the host application that use hours as the unit of measure and have a code number assigned as part of their definition.
To permit managers to override the default “Adjust To” paycode, select Allow Override.
Select a default paycode from Default Adjust From Pay Code. Money is moved from this paycode when an adjustment transaction is made.
The list includes paycodes from the host application that use hours as the unit of measure and have a code number assigned as part of their definition.
To permit managers to override the default “Adjust From” paycode, select Allow Override.
Enter the number of hours for which the paycode adjustment will be made in Default Hours using the hh:mm format.
To permit managers to override the default hours selection, select Allow Override of Default Hours.

Comment Codes tab

To specify how comment code data affects the selected transaction:

From the Configurable Transactions template, select the Comment Codes tab.
Select a Default Comment Code.
Select Prompt for Comment Code to allow employees to enter a comment code.
Select Allow Override to allow employees to override the assigned comment code.
Select Entry Required to require employees to enter a comment code to complete this transaction.

Work Rules tab

To specify how work rule data affect the selected transaction:

From the Configurable Transactions template, select the Work Rules tab.
Select a Default Device Work Rule.
The list includes all device work rule definitions that are assigned to the Application Configuration Settings template selected for this transaction.
Select Prompt for Device Work Rule if employees must enter a device work rule as part of this transaction.
Select Allow Override to allow employees to override the device work rule that is assigned.

Totals tab

A Totals definition contains the sum of a specific calculation, such as hours worked or sick time earned. Define totals using the Total Definition template.

To configure the totals data for the View Totals transaction, select the Active check box for at least one totals definition in the table.