Using Additional Transaction Types

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.

Key Takeaways

  • This feature allows for the addition of various transaction types on placements to accommodate different pay structures, including hours, units, and tips, streamlining time collection methods in Avionté.

  • It builds upon the existing Leave Type functionality, expanding its capabilities to support diverse payment types such as on-call hours, piece pay, and PTO.

  • Users can set up and manage additional transaction types for placements, jobs, and job order templates, offering flexibility and efficiency in handling various pay structures within the system.

Related articles for Classic:

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



Add Transaction Types to Placements
Add Transaction Types to Jobs
Add Transaction Types to New Job Order Templates


Add Transaction Types to Placements

When generating a placement, there will be an area called “Additional Transactions,” which 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.

Note: The Transaction types must already be set up prior to activating.
  1. Go to the Job that you want to add the Additional Transactions to.
  2. In the Hired Details section, click the Edit icon next to the Talent

  3. Click the toggle to "On" for the Additional Transactions

  4. Enter the following data:
    1. Transaction Type: Select an option from the list of Transactions types
    2. Input Type: Choose the type (usually 'Hours')
    3. Pay & Bill Term: Select if this should be Paid & Billed or Paid & Not Billed.
    4. Pay Rate: Enter the Pay rate
      1. You may have to scroll up to see that information on the flyout
    5. Bill Rate: Enter the Bill rate (not needed if the Transaction is not billable).
      1. You may have to scroll up to see that information on the flyout
  5. You can add additional transactions by clicking on the Add Transaction button
  6. Click on the Save button
    1. The Talent may have to log out and log back in to see the changes.




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



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.




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.



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.


Adding Transaction Types to Jobs

You can also add Additional Transaction types to jobs before a placement is done. This gives you the ability to be able to define default additional transaction types on a job so you don't need to add/configure them on a per-placement basis manually.

  1. Go to the Jobs tab if not already there.
  2. Click Add New Job.
  3. In the Additional Transactions widget (under "Desc & Notes"), switch the toggle to On.

    The details for a default additional transaction type at the job level are the same as those described above. 


Add Transaction Types to New Job Order Templates

You can also add default Additional Transaction types to new job order templates.
  1. Go to Companies.
  2. Click the Requirements tab.
  3. Click the Create New Order Template button.
  4. In the process of filling out the template, set the toggle in the Additional Transactions widget to On.

The details for a default additional transaction type for new job order templates are the same as those described in the "Adding Transaction Types to Placements" section above.


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