What is a transaction and how do you create one manually?

Introduction

haddock HR works with an account system (time buckets in hours or days) that works in a very similar way to bank accounts. Within each account there are positive (+) and negative (-) transactions. For example, the "Vacation taken" account adds +1 every time you schedule a vacation day for an employee.

The relationship between accounts and transactions

Accounts are located in the "Rules" section of the main menu.

There are several system accounts that you cannot modify, for example, "Target hours" and "Scheduled hours". You can identify them because they have a padlock icon in the list.

You can create your own accounts by clicking the "+" button you will find in the accounts list.

🕹️ Here is more information about how accounts work: https://help.plain.ninja/es/articles/3693861-que-es-una-cuenta-y-para-que-sirve

Create a transaction manually

Transactions can be manual or automatic. Automatic transactions are created by haddock HR whenever a condition is met. For example, when we schedule an 8-hour work shift for an employee, a transaction with a value of +8 is created inside the system account "Worked hours".

To list transactions and create one manually, go to the "Transactions" option inside "Rules":

Within transactions, you can list and filter both manual and automatic transactions.

You can also create a manual transaction by clicking the "+" menu option at the top right of the screen.

Important 🎯: we recommend always adding notes so that you remember the reason for the manual transaction later on. Also keep in mind that you can enter positive or negative values using the "-" sign.

Updated on: 23/04/2026