Additional Transaction Types

Overview

Updated 10/01/2021

 

The purpose of this feature is to provide the ability to add extra transaction types on placements that can support all kinds of pay types. These types range from hours, units, and tips.  This ensures the information can be captured via all time collection avenues: Timesheets, Batch Hours, Group Time, and Back Office Time Entry.

 

It should be noted that this feature is an enhancement to our prior existing Leave Type functionality.  The focus was to evolve that to support additional pay times beyond leave types, such as on call hours, piece pay, as well as items like PTO.

Click here for more information about adding Tips/Additional Transaction Types to an Assignment

Related articles for Classic:

Configure Avionté Transaction Types to Manage Tips
Configure Employee Record to Include Tips

Setup
Placements
Timesheets
    Timesheet Manager with Additional Hours and Units
    Timesheet detail
Group Time
Batch Hours
AvionteBOLD Front Office Only Clients
AvionteBOLD Front and Back Office Clients

Setup

• 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.
  
  

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Placements

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.

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Timesheets

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

Timesheet detail

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Group Time

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.

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Batch Hours

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.

 

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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.

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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.

 

 

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