Preconfigured Business Process models

A number of preconfigured Business Process models are available in the system. You can customize these models to meet your specific needs.

Preconfigured platform models

Delegate authority to another manager or administrator

The system uses two Business Process models to support delegating authority:

Admin Delegation for an administrator to request a manager to act as a delegate for another manager.
Manager Delegation for a manager to request another manager to act as their delegate.

This is how delegation works:

Click Tap Home .
Click Tap My Notifications.
In Control Center, click tap My Actions . Select Business Processes > Manager Delegation or Admin Delegation.
In Delegate Profile, select the person who will take authority during your absence.
Select the Start Date and End Date from the calendars . The dates are in the time zone of the requester.
Select the Role Profile. A role profile is associated with one function access profile (FAP) and one display profile to define the functions that a person can perform while acting as a delegatee.
Click Tap Submit.

Note:

Once you have configured delegate authority, you can use Dataviews and reports to collect information on delegation activity. SeeReporting delegation information .

Preconfigured Attestation models

The following preconfigured Attestation templates are available from the Attestation Models page.

Attestation Paycode
Cancel Specified Meal Break
Cancel Specified Meal Break for Manual Time Entry
Complex Meal Form v2
Complex Meal Form for Manual Time Entry
Complex Meal Form with Paycode
Daily Attestation Form v2
Fix Missing Punches
Geolocation Consent Form v2
Meal Lockout Form v2
Meal Lockout Form for Manual Time Entry
Missed Punch Redirect
Missed Punch v2
Predictive Scheduling v2
Predictive Scheduling for Manual Time Entry
Simple Question Form v2
Simple Question form for Manual Time Entry
Timecard Approve
Timecard Approval Restriction
Time Review Form
Time Review Redirect

Note: In addition to these preconfigured models, additional models are available as . To request one of these models, you must submit a Salesforce Service Request to UKG.

Preconfigured UDM Business Processes

The preconfigured Business Process models are used for Smart View transactions for the various devices.

Smart View transactions for 4500 devices

The following table lists Smart View transactions that are supplied as predefined transactions in the timekeeping application and indicates whether each supports multiple languages,

Smart View Transaction	Support Multiple Languages	Comments
Approve Timecard	Yes	Use this transaction to review and approve the timecard for a specific pay period. Available in Employee Mode.
Paycode Edit Online	Yes	Used for standard and cascading pay codes that use hours or days as the pay code unit. Available in Employee Mode.
Read Messages		This transaction enables employees to read messages sent to them by their manager on an InTouch device. These messages are the same ones that appear in Control Center. Available in Employee Mode.
Request Time Off		Use this transaction for employees to request time off. This transaction supports day-based and effective-dating accruals capabilities. The transaction has two sub-types: Day-based, which supports day-based pay codes Hours-based, which supports hours-based pay codes Available in Employee and Manager Mode.
Swap Shift		Use this transaction to allow employees to offer shifts, or accept or reject shifts. The Read Messages transaction provides notifications. Available in Employee and Manager Mode.
View Accruals Online	Yes	Use this transaction to view current totals of accrued time, such as vacation, personal, and sick time. Available in Employee and Manager Mode.
View Schedules Online		Use this transaction to display your scheduled shifts for the next 14 days, including today. Available in Employee and Manager Mode.
View Timecard Online	Yes	This transaction displays a timecard in an hourly view (start time, end time, and shift totals) for each day in the selected pay period. Available in Employee and Manager Mode.
View Totals Online	Yes	Use this transaction to view hours totals for various time frames, including the previous pay period and week-to-date. The totals are accurate as of the time that you perform the transaction. Available in Employee and Manager Mode.

For more information about using Smart View transactions at devices, see the user guide for your devices.

Smart View transactions for InTouch devices

The Smart View transactions on a InTouch device have an icon that is used to represent the soft key.

To associate the icon with the corresponding soft key, enter the file name in the URL parameters field of the Smart View transaction editor.

The following table lists the Smart View transactions that are supplied as predefined transactions in the timekeeping application with their corresponding soft key icon, transaction description, and icon file name:

Smart View Transaction (Version 1 Icons)	Smart View Transaction (Version 2 Icons)	Support Multiple Languages	Comments
Approve Timecard	Approve Timecard	Yes	Use this transaction to review and approve the timecard for a specific pay period. Available in Employee and Manager Mode. File name: `&iconName=ApproveTimecard&`
Paycode Edit Online	Paycode Edit Online	Yes	Used for standard and cascading pay codes that use hours or days as the pay code unit. Available in Employee Mode. File name: `&iconName=PaycodeHoursEdit&`
Read Messages	Read Messages		This transaction enables employees to read messages sent to them by their manager on an InTouch device. These messages are the same ones that appear in Control Center. Available in Employee and Manager Mode. File name: `&iconName=ReadMessage&`
Request Time Off	Request Time Off		Use this transaction for employees to request time off. This transaction supports day-based and effective-dating accruals capabilities. The transaction has two sub-types: Day-based, which supports day-based pay codes Hours-based, which supports hours-based pay codes Available in Employee and Manager Mode. File name: `&iconName=RequestTimeOff&`
Swap Shift	Swap Shift		Use this transaction to allow employees to offer shifts, or accept or reject shifts. The Read Messages transaction provides notifications. Available in Employee and Manager Mode. File name: `&iconName=SwapShift&`
View Accruals Online	View Accruals Online	Yes	Use this transaction to view current totals of accrued time, such as vacation, personal, and sick time. Available in Employee and Manager Mode. File name: `&iconName=ViewAccruals&`
View Schedules Online	View Schedules Online		Use this transaction to display your scheduled shifts for the next 14 days, including today. Available in Employee and Manager Mode. File name: `&iconName=ViewSchedule&`
View Timecard Online	View Timecard Online	Yes	This transaction displays a timecard in an hourly view (start time, end time, and shift totals) for each day in the selected pay period. Available in Employee and Manager Mode. File name: `&iconName=ViewTimecard&`
View Totals Online	View Totals Online	Yes	Use this transaction to view hours totals for various time frames, including the previous pay period and week-to-date. The totals are accurate as of the time that you perform the transaction. Available in Employee and Manager Mode. File name: `&iconName=ViewTotals&`

For more information about using Smart View transactions at devices, see the user guide for your devices.

SmartView transactions for InTouch DX devices

The Smart View transactions on a InTouch device have an icon that is used to represent the soft key.

To associate the icon with the corresponding soft key, enter the file name in the URL parameters field of the Smart View transaction editor.

Transaction	Comments
Request Open Shift	Enables employees to make an open shift request. Available in Employee and Manager Mode.
Request Shift Swap	Allows you to exchange one of your shifts for the shift of another employee. Available in Employee and Manager Mode
Respond to Shift Swap Request	Allows you to respond to requests for shift swaps from other employees. Available in Employee and Manager Mode
View Accruals	Allows you to view current totals of accrued time, such as vacation, personal, and sick time. The totals are accurate as of the time that you perform the transaction. Accrual totals information includes the available, ending, opening vested, and tracking period balances. Available in Employee and Manager Mode.
View My Time	Allows you to compare actual punches to your schedule, and includes transfers, exceptions, paycodes, and hours per day. It essentially combines features of the View Schedules and View Timecard transactions. Shows upcoming shifts and past punches. Available in Employee and Manager Mode.
View Schedule	Displays your schedule for the current or future pay periods. You can also request time-off or a shift swap. Available in Employee and Manager Mode.
View Timecard	Displays your timecard (for employees who use the hourly time-entry method only). Available in Employee and Manager Mode.
View Totals	Allows you to view total hours for each job in a selected pay period. Available in Employee and Manager Mode.