Employee transactions

The Transactions tab of an employee’s record lists the employee’s latest transactions: leave, absence and the other entries recorded for them, whether the employee requested them from the portal or they were entered in the back office. Use it to see at a glance what has been recorded for an employee and the state of their requests.

From the side menu, open Employees › Employees, click the employee, then the Transactions tab. Rent employees have the same tab on their record.

Columns

• Type: the transaction status code with its description below it, for example annual leave.
• From and To: the first and last day of the transaction.
• Days: the number of days.
• Request: for a request made by the employee, its state: Pending, Approved or Rejected. An entry made in the back office shows Entered.
• Notes

The tab shows the 50 most recent transactions, newest first. When there are none, it shows No transactions for this employee.

How to open a transaction

Click a row to open the transaction’s page, where you can see its full details and, for a request, its approval history.

Tip

To see older transactions, or to filter by type or date, use Timesheet › Transactions in the side menu and search for the employee.

Note

To add a transaction for the employee, use Timesheet › Transactions and click the add button there. This tab is for viewing only.

Required permissions

• Employees › View to open the employee’s record.
• Transactions › View to see this tab.