Transaction statuses

Transaction statuses are the types of transactions and leave recorded for employees, such as annual leave. Each status has a code, a colour that identifies it, and, for leave types, an optional balance of days.

From the side menu, open General › Transaction statuses.

What’s on this screen

• Search by code or description — find a status quickly.
• Add status — create a new status.
• A table of statuses; click a row to edit it.

Columns

• Status code — with a dot in the status’s colour.
• Description — what the status means.
• Colour — the colour code.
• Balance — With balance or No balance.
• Default days — for a status with a balance, the default days for employees and for managers.
• Actions — Edit (pencil icon) and Delete (trash icon).

Fields

• Status code — required and must be unique, including statuses deleted before.
• Colour — required.
• Description — required.
• Has a balance — when on, the status’s days come off the employee’s balance.
• Default days and Default days for managers — the balance an employee starts with; whole numbers, 0 or more.

How to add a status

1. Click Add status.
2. Enter the Status code, pick the Colour and enter the Description.
3. For a leave type with a yearly allowance, switch on Has a balance and enter the default days.
4. Click Save status.

How to edit or delete a status

1. Click the row, or the pencil icon, change the details and click Save changes.
2. To delete, click the trash icon and confirm in the Delete transaction status window.

Caution

A status that transactions still use cannot be deleted. The reason appears in the delete window.

Required permission

Transaction statuses › View. Adding, editing and deleting need Transaction statuses › Create, Transaction statuses › Edit and Transaction statuses › Delete. Supervisor accounts cannot open this screen.