Setup and Add Additional Transaction Types

Overview

Updated 02/01/2022

Front Office Only clients
Front and Back Office Clients
Creating Additional Transaction Types
    Front and Back office
    Front office only
Adding Transaction Types to Jobs

Front Office Only clients

When your hours are all captured, you can continue with your typical Talent Pay, Talent Invoicing, and Pay & Bill Archive processes to export your pay and bill data.

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.

Creating Additional Transaction Types

Front and Back office

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". 

Note: If you use Front and Back office, the Table Editor's Additional Transactions, will be a view-only.

• Click here for more information on adding Transaction Types in Classic

Front office only

Access the feature via Table Editor > Additional Transaction Types. Here additional transaction types for pay purposes can be added. 

Note: This area previously was called Leave Types

1. Click on Account & Settings
2. Click on Table Editor
   
   
   
   
3. In the Search Tables field, type: ADDITIONAL
   
   
   
   
4. Click on the Additional Transaction Types tile
   
   
   
   
5. Enter the following data:
   1. New Item: Enter a name for the Transaction Type
   2. Payroll Code: Enter a code for the Transaction; to be used for Payroll Codes
   3. Import Code: Enter a code for the Transaction; to be used for Importing Codes
      
      
      
      
6. Click on the Add button
7. Click on Close
   
   

Adding Transaction Types to Jobs

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.

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.
      
      

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