Transfer business structure, work rule, cost center, or labor category (managers)

• The business structure defines where the work can be done.
• The cost center defines who pays for the work.
• Labor categories define what work can be done.

Each transfer type has specific conditions:

• Business structure — Is based on employee's assigned Job Transfer Set.
• Work rule — Is based on the employee's assigned Work Rule Profile
• Cost center — Multiple, dynamic options exist:
  • Select cost center — Always available (if employee has permission) and includes full list of cost centers for selection, not controlled by a profile.
  • Primary cost center — Dynamically displays if the employee's primary job has a linked cost center in the business structure
  • Scheduled cost center — Dynamically displays if the selected job for transfer has a linked cost center in the business structure. This will be the default selection if the condition is met.

When the Scheduled Cost Center is defaulted, it initially displays as part of the transfer string. Because the cost center is derived and not user-selected, the value does not display in transfer string after totals are calculated.

• Labor categories — Are based on the following conditions:
  • The employee is assigned a Labor Category Profile.
  • Labor categories/entries are available based on the intersection between the employee's Labor Category Profile and the Business Structure's Labor Category List assignments (is based on either the employee's primary job or the selected business structure/job transfer).

You can transfer a punch, paycode, or project from a primary job to a different business structure, work rule, cost center, or labor category.

• Employee-initiated transfers are based on the employee's job transfer set, which defines all jobs that are valid for the employee to transfer.
• Manager-initiated transfers vary depending on whether they are making transfers on behalf of themself or on behalf of an employee. Because managers are also employees, they are assigned a job transfer set as well as a manager organization group, which consists of locations and associated jobs that managers can use to transfer employees.

System validation depends on whether the manager is making a transfer for one employee or a group of employees.

• When a manager initiates a transfer for one employee, the labor categories are populated based on employee context. The business structure and work rule are populated based on the manager configuration.
• When a manager initiates a transfer for a group of employees (a group edit), labor categories, business structure, and work rule are populated based on the manager's configuration.

In both cases, the transfer is validated when the manager saves the transaction. This means that if a manager selects a transfer job that is not part of employee's job transfer set, the transfer is rejected with a validation error message to that extent.

The way that you make a transfer differs depending on whether you are using the table view or the list view.

Table view

1. Select a cell in the Transfer column.
2. Click the arrow. The last five transfers you made are listed. If the transfer you want is not listed, click Search. The transfer panel opens.

List view

1. Select the appropriate day.
2. In the day detail panel, click Add Punch or Add Paycode.
3. In the Transfer field, click the arrow. The last five transfers you made are listed. If the transfer you want is not listed, click Search. The Transfer panel opens.

Note: To identify the current and updated settings, click the information icon.

Quick links at the bottom of the panel enable you to navigate easily from one type of transfer to another.

In the Transfer panel, select from the following:

Business Structure

The business structure defines where employees can work. To change the business structure:

1. Click Select.
2. In the Business Structure area, use the arrows to select the various levels of the business structure. To move back, use the left arrow. You can also enter all or part of the desired business structure in the Search box, then click Search. 
3. When finished, click OK.

To remove the business structure, click Clear Business Structure.

Work Rule

To change the work rule, select a new work rule from the drop-down box. You can also enter all or part of the desired work rule in the Search box.

Payer Cost Center

To change the payer cost center:

1. Click Select.
2. In the Payer Cost Center area, select Select Cost Center button.
3. Click the down arrow and select from the list of available cost centers. You can also enter part or all of a cost center in the Search box.
4. Click OK.

Labor Categories

The labor category defines the work that employees can do within an organization. To change the labor category:

1. Click Select.
2. In the Labor Category area, select a labor category from the drop-down list. You can also enter part or all of a labor category in the Search box.
3. When finished, click OK.

Note: For hourly timecards, if you know the business structure work rule, cost center, or labor category of the transfer, you can enter it directly or copy and paste it into the appropriate field. The format is:

Business Structure;Work Rule;Cost Center;Labor Category1,2,..,6;

Each transfer type is separated by a semicolon, and the transfer string ends with a semicolon. There can be 0 to 6 labor categories, each separated by commas.