Adding a Predefined Note
To add a Predefined Note, complete the following steps:
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Navigate to
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From the Actions on the left, click Add.
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Configure the options for your note.
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Enter a Code and longer Description to identify the note in field look up tables.
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Select the organization units that have access to the note.
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If the note is ready to be used and available to your users, set the Active field to Yes.
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If you want users to be able to edit the note text, set the Text Editable field to Yes.
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If the note should be available to add as a Pay Period Note in employee records, set the Pay Period Note field to Yes.
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If the note should be available to add to employee transactions, set the Transaction Note field to Yes.
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If the note should be available from the Schedule grid and ActiveRoster, set the Schedule Note field to Yes.
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If supervisors should be prompted to select a note to describe why they are denying a calendar request, and this note represents one of these denial reasons, set the Denial Note field to Yes.
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Enter the note text in the Text field.
Note:
If the Text Editable field is set to Yes, users have the option of editing this text when the note is assigned to a transaction.
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Click Save.