Additional payments panel
Overview
The Additional payments panel is accessed from the Edit button or by clicking on the day of your Work record in your Clock card. The number of Additional payments made in the day is displayed in the Clockings panel header. Click the header to expand the panel.
The panel displays details of any specialised forms of payment you have received such as expenses, with one row for each additional payment in the Work record. For example:
The information displayed may include:
The Code and Description of the additional payment. These are shown with an orange background. The previous example shows EXPENSES: Expenses .
The value of the expense, for example '35.45'
One or more TAS category values. These are highlighted with a blue background. The previous example shows a TAS category value of Department: Admin
If you are allowed to edit your additional payments, there are three actions available from this panel: Add additional payment, Modify and Delete.
Add additional payments
To add a new Additional payment to a Work record, expand the Additional payments panel in the relevant Work record and click the Add additional payment button. The Add new additional payment page opens. For example:
You must select a Code for the Additional payment. The drop-down list includes codes created by your system administrator. When you do so, the Value field is enabled.
The Value field and any TAS category fields are optional. Select or enter the relevant details then click Submit and return to the Edit work record page, or click Cancel to discard your changes. Any changes you make are highlighted with a Draft tag.
To add the new Additional payment, click Submit in the left-hand navigation pane or click Cancel to discard the addition and return to your Clock card.
Note: Any change you make to your Additional payments may require approval from your Supervisor and so will automatically generate a Request. Work records and any fields with requested data changes are highlighted with a Request tag.
Delete additional payment
To delete an existing Additional payment from a Work record, expand the Additional payments panel in the relevant Work record and click on the Code, value or TAS of the Additional payment you wish to delete. A Modify additional payment page opens showing the existing values for the row. Click Delete at the bottom of the page. A pop-up window opens asking if you want to delete the payment. For example:
Click Delete to proceed and return to the Edit work record page with the Additional payment row removed. Click Cancel to abandon the deletion.
To apply the changes, click Submit in the left-hand navigation pane or click Cancel to discard the modification and return to your Clock card.
Note: Any change you make to your Additional payments may require approval from your Supervisor and so will automatically generate a Request. Fields with requested data changes are highlighted with a Request tag.
Modify additional payments
To modify an existing Additional payment in a Work record, expand the Additional payments panel in the relevant Work record and click on the Code, value or TAS of the Additional payment you wish to modify. A Modify additional payment page opens showing the existing values for the row. For example:
You can change the Value and any TAS category fields. You cannot change the Code field. Select or enter the relevant details then click Submit and return to the Edit work record page, or click Cancel to discard your changes. Any changes you make are highlighted with a Draft tag.
To apply the changes, click Submit in the left-hand navigation pane or click Cancel to discard the modification and return to your Clock card.
Note: Any changes you make to your Additional payments may require approval from your Supervisor and so will automatically generate a Request. Fields with requested data changes are highlighted with a Request tag.
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