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Searching for a HRTS transaction

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HRTS transactions can be searched for in a few different ways. You will need access to the HR Transactions menu to do these searches.

Overview

  1. View Transactions
  2. Pending Transactions
  3. Transaction Level

View Transactions

Suggested Use: When you view the transaction history using VIEW TRANSACTIONS, you are viewing transactions only for the selected employee

 

  1. From the Sinai Central left-hand menu (that shows all Sinai Central service areas), select HR > HR Transactions.
    You may need to click on Home in the top right hand corner of the screen to expose all of Sinai Central service areas.
    The HR Transactions menu displays in the left-hand menu.
    New HRTS Left Hand Menu
  2. From the Select sub-menu, select the SEARCH EMPLOYEE tool.


    Enter the person's last name (1), first name (2) or life number (3) into the fields provided. You can also browse the employees within the department by selecting a letter (4).
  3. Click on the Search button.
  4. Click on the name to select the employee. The left hand menu will expand and the main section of your screen will show you the Employee's Profile. Employee Profiles contain*:
    • a list of department personnel that can create performance appraisals and personnel actions for the employee
    • appointment, contact, and emergency contact information
    • salary funding and payroll information
    *Depending on the roles established for you in HRTS, you may not see all of the sections listed.
    empprofile
  5. From the user sub-menu, under the employee's name, select VIEW TRANSACTIONS.
    left hand menu user section1109


By selecting the tracking number from the Transaction History you will be able to review a single transaction.

transaction history (new)

 

Pending Transactions

Suggested Use: You can view pending transactions created during your work session(s) in HRTS by using the OPEN TRANSACTIONS function.  This shows just transactions that you initiated, and that are still pending.

  1. From the Sinai Central main menu, select HR > HR Transactions.
    lh menu opentransactions
    The HR Transactions menu displays in the left hand side of the screen.
  2. Select under the Reports sub-menu OPEN TRANSACTIONS.  A list of pending transactions appears.

Suggested Use:  This is the only way to review terminated employees in the system. As this is the broadest search available to departments, you will be able to find historical personnel action records for employees in the departments and subgroups that you have access to.

NavigationHR > HR Transactions

lhmenuafterhrtransactions

Select TRANSACTION from the left hand menu.
The Search tool will display.
new search

Using the Search to find a HR Transaction

  1. Enter a Keyword. See below for keyword search hints.
  2. Click on the drop-down menu to choose a transaction Type. Choose a Type to begin to narrow your transaction search. Select the show hidden check box as needed.
  3. Click on the drop-down menu to choose a transaction Status.
  4. Enter a date or set of dates. Using only one date in the from or to field will constrain your search from a certain time. Using two dates will constrain your search to a certain time period.
  5. Click the Search button. Search results will be shown in a summarized table below the search.
  6. Click on the transaction number for further review. You may need to narrow your constraints further. Read the Search Hints.

 

Search Hints:
  • Use the most specific terms you can. For example, use request number, PO number,
    name, etc.
  • Use as few search terms as possible. If adding a term to the criteria is not likely to
    narrow down the results, don't add it.
  • Avoid words that may appear very frequently (even popular vendor names). The most
    common and generic terms, such as the, a, of, inc etc., are ignored by the system
    unless they are part of a phrase.
  • If you are looking for a phrase, quote the terms. For example: "black pen"
  • Rely on exact matching where possible. For example, searching for pen will find
    one pen, but not many pens.
  • If you need to use a wildcard, then affix a star after the word: pen* will match
    pen, pens, pencil, etc.
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