Create attendance and real time transactions

Create attendance and real time transactions

Part 1: Assign Privileges to view employee payroll records
1. Open the Work Groups form.
2. Verify you are on the SLAdmin record.
3. Verify your logged in User ID appears under the Privileges Tab in the User ID column. If not, 
click on a new row under the User ID column and Add [your user id].
4. Verify that all check boxes under the Privileges tab are selected. If not select them all.
5. Verify that Employee 3 Wallace, Jeff is listed under the Employees tab.
6. Close the Work Groups form.
Part 2: Attendance transactions and Real time transaction entries
1. Open the Employee Home Page form.
2. Click Attendance Transactions. The Attendance Transactions (Modal) form opens.
3. Create the following Attendance Transactions using the information in the following table to Clock 
In:
Field                                                       Value
Employee                                                 3
Date                                                       [Monday of current week]     
 Time                                                       6:00
4. Click Clock In. “ClockIn Successful” displays in the Message field. This means the employee has 
clocked in for their shift.
5. Click Close. The Employee Home Page form displays.
6. Click Real Time Entry. The Real Time Transaction Entry (Modal) form opens.
7. Create the following Real Time Transaction Entry using the information in the following table to 
Start Job:
Note: If the form automatically takes you to the Attendance Transactions (Modal) form, click 
Close to return to the Real Time Transaction Entry form. This does not normally occur as the 
employee should be entering the information the day that is occurs. We are doing this because 
we need to create transactions in the system. Because we need transactions in the system, it is 
doing this because it is assuming you want to complete transactions for today’s date, when in fact 
we are entering transactions for a different date (unless your class is scheduled on a Monday). 
This will apply throughout this exercise.
Field                   Value
Badge                         3
Date                         [Monday of current week]
Time                         6:00
Order Type             Indirect
Task Code               MW1
8. Click Start Job. The Employee Home Page displays when the job has started. This has started 
the employee’s job – Indirect, MW1.
9. Click Real Time Entry. The Real Time Transaction Entry (Modal) form opens.
10. Create the following Real Time Transaction Entry using the information in the following table to
Stop Job:
Field                   Value
Badge                   3
Date                   [Monday of current week]
Time                   8:00
Order Type       Indirect
Task Code       MW1
11. Click Stop Job. The Employee Home Page opens when the job has stopped. This has stopped 
the employee’s job – Indirect, MW1.
12. Click Attendance Transactions. The Attendance Transactions (Modal) form opens.
13. Create the following Attendance Transactions using the information in the following table to go 
To Break:
Field                         Value
Employee                   3
Date                         [Monday of current week]
Time                         8:00
14. Click To Break. “BreakOut Successful” displays in the Message field. This means the employee 
has gone on break. 
15. Create the following Attendance Transactions using the information in the following table to 
come From Break:
Field                         Value
Employee                   3
Date                         [Monday of current week
Time                         8:15
16. Click From Break. “BreakIn Successful” displays in the Message field. This means the employee 
has returned from break.
17. Click Close. The Employee Home Page form displays.
18. Click Real Time Entry. The Real Time Transaction Entry (Modal) form opens.
19. Create the following Real Time Transaction Entry using the information in the following table to 
Start Job:
Field                         Value
Badge                         3
Date                         < Monday of current week>
Time                         8:15
Order Type             Indirect
Task Code               MW1
20. Click Start Job. The Employee Home Page opens when the job has started. This has started 
the employee’s job – Indirect, MW1.
21. Click Real Time Entry. The Real Time Transaction Entry (Modal) form opens.
22. Create the following Real Time Transaction Entry using the information in the following table to
Stop Job:
Field                         Value
Badge                         3
Date                         [Monday of current week]
Time 10:00
Order Type Indirect
Task Code MW1
23. Click Stop Job. The Employee Home Page opens when the job has stopped. This has stopped 
the employee’s job – Indirect, MW1.
24. Click Attendance Transactions. The Attendance Transactions (Modal) form opens.
25. Create the following Attendance Transactions using the information in the following table to go 
To Lunch:
Field Value
Employee 3
Date [Monday of current week]
Time 10:00
26. Click To Lunch. “LunchOut Successful” display in the Message field. This means the employee 
has gone to lunch.
27. Create the following Attendance Transactions using the information in the following table to 
come From Lunch:
Field Value
Employee 3
Date [Monday of current week]
Time 10:30
28. Click From Lunch. “LunchIn Successful” displays in the Message field. This means the 
employee has returned from lunch.
25 Lesson 2: Managing labor records
29. Click Close. The Employee Home Page form displays.
30. Click Real Time Entry. The Real Time Transaction Entry (Modal) form opens.
31. Create the following Real Time Transaction Entry using the information in the following table to 
Start Job:
Field                               Value
Badge                               3
Date                               [Monday of current week]
Time                               10:30
Order Type                    Indirect
Task Code                     MW1
32. Click Start Job. The Employee Home Page opens when the job has started. This has started 
the employee’s job – Indirect, MW1.
33. Click Real Time Entry. The Real Time Transaction Entry form opens.
34. Create the following Real Time Transaction Entry using the information in the following table to 
Stop Job:
Field                   Value
Badge                   3
Date                   [Monday of current week]
Time                   12:30
Order Type       Indirect
Task Code          MW1
35. Click Stop Job. The Employee Home Page opens when the job has stopped. This has stopped 
the employee’s job – Indirect, MW1.
36. Click Attendance Transactions. The Attendance Transactions (Modal) form opens.
37. Create the following Attendance Transactions using the information in the following table to go 
To Break:
Field                         Value
Employee                   3
Date                         [Monday of current week]
Time                         12:45
38. Click To Break. “BreakOut Successful” displays in the Message field. This means the employee 
has gone to break.
39. Create the following Attendance Transaction using the information in the following table to 
come From Break:
Field                               Value
Employee                         3
Date                               [Monday of current week]
Time                               13:00
40. Click From Break. “BreakIn Successful” displays in the Message field. This means the employee 
has returned from break.
41. Click Close. The Employee Home Page form displays.
42. Click Real Time Entry. The Real Time Transaction Entry (Modal) form opens.
43. Create the following Real Time Transaction Entry using the information in the following table to 
Start Job:
Field                                     Value
Badge                                     3
Date                                     [Monday of current week]
Time                                     13:15
Order Type                         Indirect
Task Code                            MW1
44. Click Start Job. The Employee Home Page opens when the job has started. This has started 
the employee’s job – Indirect, MW1.
45. Click Real Time Entry. The Real Time Transaction Entry form opens.
46. Create the following Real Time Transaction Entry using the information in the following table to 
Stop Job:
Field                                     Value
Badge                                     3
Date                                     [Monday of current week]
Time                                     14:30
Order Type                         Indirect
Task Code                           MW1
47. Click Stop Job. The Employee Home Page opens when the job has stopped. This has stopped 
the employee’s job – Indirect, MW1.
48. Click Attendance Transactions. The Attendance Transactions (Modal) form opens. 
49. Create the following Attendance Transactions using the information in the following table to
Clock Out:
Field                               Value
Employee                         3
Date                               [Monday of current week]
Time                               14:30
50. Click Clock Out. “ClockOut Successful” displays in the Message field. This means the employee 
clocked out for the day.
51. Click Close. The Employee Home Page form displays.
52. Close the Employee Home Page. In the next exercise you will view the hours.
Part 3: Review hours
1. Open the Hours Summary form. The form opens displaying a record for Jeff Wallace and the 
orange indicates the record is an exception. This means that there is a Booking Error or an 
Exception with an action that was taken with either the Attendance Transaction or the Real Time 
Entry.
2. Close all forms

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