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Transaction Form Settings
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Knowledgebase HRWeb Admin Portal Transaction Transaction Form Settings

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How to File Transaction in Behalf of Employee (Admin Side)

Go to Transaction. Click Transaction Form Settings. Click Download and Upload Transaction Records. Download template, choose between, Apply Leave, Authorization to render overtime or Per Hour Lea...
Setup Transaction Late Filing

To setup Number of days allowed for Transaction Late Filing, navigate to Transaction > Transaction Form Settings > Transaction Late Filing.1.) Click Transaction Late Filing, this will allow us t...
Setup Vacation Leave Advance Filing Policy

To setup VL Advance Filing Policy, navigate to Transaction > Transaction Form Settings > VL Advance Filing.1.) Click the + button and fill up the form. Once done, press save.Sample Image:
How to Add Attachment to the filing

  1. Go to TRANSACTION > TRANSACTION FORM SETTINGS > WITH ATTACHMENT   2. Setup with attachment then save

How to Require Attachments

1. Go to TRANSACTION > TRANSACTION FORM SETTINGS > Form Attachment Required Options > ADD BUTTON TO ADD SETTINGS   2. Setup Form Attachment Required Options then save  

Cancel Employee Filed Transactions

1. Go to TRANSACTION > TRANSACTION FORM SETTINGS >Cancel Employee Filed Transactions> ADD BUTTON TO ADD SETTINGS   2. Setup Form Attachment Required Options then save  

How to Set Attachment file size in filing

1. Go to TRANSACTION > TRANASCTION FORM SETTINGS > SET FILE ATTACHMENT SIZE > SAVE  

How to Allow updating of logs Thru Webpage

1. Go to TRANSACTION > TRANSACTION FORM SETTINGS > ACTIVATE UPDATE OF LOGS (SET TO YES) 2. Go to TIME > MANUAL UPLOAD ATTENDANCE > UPDATE LOGS (MANUAL) 3. SET PREFERRED ATTEDANCE OF THE ...
Can't View the Employee's Filed Transaction thru Transaction Management Single

If employee had filed transaction and there's a proof of it but you can't find it in Transaction Management Single, then check the setup of Transaction viewing [based on date filed]. Go to Transact...
How to Allow Employee to Cancel their Pending Transaction

Go to Transaction. Click Transaction Form Settings. Click Cancel Employee Filed Transactions. Click plus icon or Add button. Fill out: In Cancel Employee Filed Transactions, select between Ca...
How to Enable/Disable the Start of OT in OT Filing

Go to Transaction. Click Transaction Form Settings. Click Allow "Start of OT" in OT Filling. Click pencil icon or Edit button. Yes to enable, No to disable.

How to Fix the Missing Doc No. in Filing of Cancellation of Leave

On April 4, 2024, an employee wishes to cancel their previously filed leave for March 20. The leave request was submitted on February 29, 2024, with Document No. HR002_463000_20240229150101. However,...