For information on adding additional transactions types to Assignments, please see our article on
Related articles for Classic:
- If you use both front and back office AviontéBOLD, all transaction types are set up within Back Office. Within Admin Tools > Settings > Transaction Types on your setup, you will see a checkbox that can be selected to make this available within Front Office.
- The Synced to Front Office checkbox will be disabled if the system name on the transaction type is Reg or OT or DT or DHFee, or if the transaction type is not "Is Transactional".
- If you only use Front Office and have a separate system for payroll and billing, access the feature via Table Editor > Additional Transaction Types. This area previously was called Leave Types. Here additional transaction types for pay purposes can be added.
Note: If you use both front and back office, this area in the Table Editor will be a view-only screen and the above instructions must be used to add additional transaction types.
When generating a placement, there will be an area called “Additional Transactions,” that can be toggled on when you want. Here the user logging the placement can select from the setup list of pay transaction options; choose from hours, punches or units, as well as indicate the pay and bill rates.
When utilizing Timesheets as your time collection method, your users entering time will have a button they can click to enter additional pay types ("Addl Transactions"). Users can also enter the hours, units or punches associated with it.
Timesheet Manager with Additional Hours and Units:
Contacts can use Group Time as their time collection method. When they do so, they will see an option to select from the additional transaction types set up. This will be the case on any of the placements for which they enter time.
You can use Batch Hours as a time collection method. When you do this, you will see an option to select from additional transaction types that are set up on any of the related placements.
AvionteBOLD Front Office Only Clients
When your hours are all captured, you can continue with your typical Contract Pay, Contractor Invoicing and Pay & Bill Archive processes to ultimately export your pay and bill data, following your typical process.
AvionteBOLD Front and Back Office Clients
If using any of the time capture methods noted above, you will continue with your typical Import Connect Module Timesheets process to ensure all of the time captured is brought into Time Entry. This will be according to your standard process. Additionally, if Time Entry is used to manually enter time within Back Office, a time entry user will see these additional transaction types set up on placements automatically. This will be a part of the Time Entry transaction available, to manually enter pay and bill units accordingly.