Transfer a shift

You can transfer a specific shift or shift segment worked by a specific employee to a different business structure (location and job), a different work rule, a different cost center (pay source), or a different labor category.

  • Example Business Structure transfer — A manufacturing manager needs to transfer an employee from a Line 1 assembly job to work on a Line 2 adjustment job for the next few days because the Line 2 adjuster is off work.
  • Example Work Rule transfer — An employee is called in to work a regular shift at the last minute. The Manager transfers the shift from a regular shift work rule to an overtime shift work rule because of the short notice.
  • Example Payer Cost Center transfer — For a training session, an employee must be transferred to Cost Center 32145 from 3:00pm until the end of their shift.
  • Example Labor Category transfer — An employee scheduled to work a shift on one project must be transferred to another project for a complete shift.

Access via the Edit Shift panel:

  1. Right-click a shift and select Edit. The Edit Shift panel appears.
  2. For the segment or segments to transfer, select Transfer Employee to display the transfer menu.
  3. If the transfer you need does not appear on the menu, select More... to define the transfer. The Transfer panel appears.
  4. Select the new transfer or transfers you need (business structure, work rule, payer cost center, or labor category) from one or more of the menus under these four headings.
    • If the required menu item is missing for Business structure, select None to specify the required business structure, then select a location, and then a job.
    • For a Work Rule transfer select the new work rule. If the required work rule does not appear, start typing the name of the work rule in the Search field. When the desired work rule appears, select it.
    • If the required menu is missing for Payer Cost Center, select None to specify the required cost center. Select Select Cost Center, then either select cost center from the menu, or search for an unlisted cost center by typing in the first few letters of its name.
    • If the required menu is missing for Labor Category, select None to specify the required labor category. Select Select labor category, then either select the labor category from the menu, or search for an unlisted labor category by typing in the first few letters of its name.
  1. Select OK to return to the Transfer panel.
  2. Repeat for all segments you want to transfer. There is no need to transfer breaks.
  3. Select Apply to make the change.
  4. Save your changes.
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