Actions

Action buttons and the Actions drop-down list appear in the various workspaces of Maconomy iAccess.

The following table describes these actions:

Button Description
Click this icon to access the calendar. Select the appropriate day or week to enter time sheet or absence information.
Note: This is available in the Weekly Time Sheet, Daily Time Sheet, and Absence workspaces only.
Click this action button to save changes to the current record. After saving changes, the record status updates accordingly, and the Save action button is disabled until additional changes are made.
Click this action to undo changes made to the current record, or to any of its lines.
Click this action to edit the current record.
Note: This is available in the Favorites, Absence, and Employee Self Service workspaces only.
Each workspace includes an Actions drop-down list. Available actions vary slightly from one workspace to another.

In the Weekly and Daily Time Sheet workspaces, the drop-down list includes the following actions:

  • Edit
  • Create
  • Submit - Select this action to submit the current time sheet for processing. After submission, the time sheet status is updated, and this action is disabled until you make additional changes.
  • Reopen - Select this action to reopen a closed/approved time sheet.
  • Print
  • Copy from Latest - Select this action to copy lines from the most recent weekly/daily time sheet created, and add these lines to the weekly/daily time sheet you are currently working on.

In the Expenses and Mileage workspaces, the drop-down list includes the following actions:

  • Edit
  • Submit
  • Reopen
  • Print
  • Copy From - Select this action to copy lines from an expense/mileage sheet, and add these lines to the expense/mileage sheet you are currently working on.
  • Duplicate - Select this action to duplicate an existing expense/mileage sheet, and create a new expense/mileage sheet.
  • Attach Receipts (for expense sheets) or Attach Documents (for mileage sheets)
  • Delete Expense Sheet or Delete Mileage Sheet

In the Purchase Orders workspace, the drop-down list includes the following actions:

  • Edit
  • Submit
  • Close
  • Reopen
  • Print
  • Copy From - Select this action to copy lines from a PO, and add these lines to the PO you are currently working on.
  • Attach Documents
  • Delete Purchase Order

In the Employee Information workspace, the drop-down list includes the following actions:

  • Edit
  • Attach Documents

In the Absence Approval workspace, the drop-down list includes the following actions:

  • Edit
  • Submit
  • Approve
  • Reject
  • Reopen

In the Allowance Approval workspace, the drop-down list includes the following actions:

  • Edit
  • Approve
  • Reject
The ellipsis drop-down list allows you to add lines/information to the lines of a record. Available actions at this level vary from one workspace to another.

For time sheet lines, choose from the following actions:

  • Insert Time Sheet Line
  • Delete Time Sheet Line
  • Create favorite - Select to save the current line as a favorite. Afterwards, this line appears in the Favorites workspace.

For expense sheet lines, choose from the following actions:

Registrations Tab

  • Insert Expense Sheet Line
  • Delete Expense Sheet Line
  • Create favorite
  • Attach Receipt To Line
  • View Receipt

Receipts Tab

  • Update Receipt - Click this action to change the file attached to the expense sheet.
  • Delete Receipt
  • View Receipt - Click this action to view the file attached to the expense sheet.

For mileage sheet lines, choose from the following actions:

Registrations Tab

  • Insert Mileage Sheet Line
  • Delete Mileage Sheet Line
  • Create favorite
  • Attach Document to Line
  • View Document

Documents Tab

  • Update Document
  • Delete Document
  • View Document

For Favorite lines, choose from the following actions:

  • Insert Favorite
  • Delete Favorite

For absence and allowance request lines, choose from the following actions:

  • Submit Request
  • Reopen Request
  • Delete Request

For purchase order lines, choose from the following actions:

Specifications Tab

  • Insert Purchase Order Line
  • Delete Purchase Order Line

Documents Tab

  • Update Document
  • Delete Document
  • View Document

For employee self-service and employee information lines, choose from the following actions:

Emergency Contacts Tab

Note: This tab and its action/s are only available if you are running Maconomy 2.4 LA1 (or later) in the backend.
  • Insert Emergency Contact
  • Delete Emergency Contact

Parental Status Tab

Note: This tab and its action/s are only available if you are running Maconomy 2.4 LA1 (or later) in the backend.
  • Insert Parental Status
  • Delete Parental Status

Education and Qualifications Tab

Note: This tab and its action/s are only available if you are running Maconomy 2.4 LA1 (or later) in the backend.
  • Insert Education and Qualification
  • Delete Education and Qualification

Work Eligibility Tab

Note: This tab and its action/s are only available if you are running Maconomy 2.4 LA1 (or later) in the backend.
  • Insert Work Eligibility
  • Delete Work Eligibility

Employee Skills Tab

  • Delete Employee Skill

Documents Tab

Note: This tab appears in the Employee Information workspace only.
  • Update Document
  • Delete Document
  • View Document
+ Add Time Sheet Line Click this action to add another entry line to the bottom of the time sheet.

Click Collapse / Expand to toggle the expand / hide detail feature in weekly/daily time sheets.
+ New Expense Sheet Click this action to create an expense sheet.
+ Add Expense Sheet Line Click this action to add another entry line to the bottom of the expense sheet.
+ New Mileage Sheet Click this action to create a mileage sheet.
+ Add Mileage Sheet Line Click this action to add another entry line to the bottom of the mileage sheet.
+ Add Favorite Click this action to add another entry line to the bottom of the Favorites list.
+ New Absence Request Click this action to create an absence request.
+ New Allowance Request Click this action to create an allowance request.
+ New Purchase Order Click this action to create a purchase order.
+ Add Purchase Order Line Click this action to add another entry line to the bottom of the purchase order.
+ Add Employee Click this action to add a new employee.
+ Add Emergency Contact Click this action to add another emergency contact to your list (or to another employee's list, if you have the requisite access rights).
Note: This action is only available if you are running Maconomy 2.4 LA1 (or later) in the backend.
+ Add Parental Status Click this action to update your personal information with your parental status. If you have the requisite access rights, you can also update another employee's parental status information.
Note: This action is only available if you are running Maconomy 2.4 LA1 (or later) in the backend.
+ Add Education and Qualification Click this action to add to your list of educational qualifications. If you have the requisite access rights, you can also update another employee's list.
Note: This action is only available if you are running Maconomy 2.4 LA1 (or later) in the backend.
+ Add Work Eligibility Click this action to add to your work eligibility information. If you have the requisite access rights, you can also update another employee's list.
Note: This action is only available if you are running Maconomy 2.4 LA1 (or later) in the backend.
+ Add Employee Skill Click this action to add to your list of skills (or to another employee's list, if you have the requisite access rights).
Parent Topic: Getting Started