Transfer business structure, work rule, cost center, or labor category (managers)
Heads up! Watch a related video.
Every employee has a home account that is the derived values for business structure (job), labor categories, and the cost center linked to the business structure, if any, that are stored in CombHomeAcct table.
- Access the main menu.
- Select Time and then select Employee Timecards.
- Select or tap the employee name whose punch you want to transfer.
- Tap the date rectangle that corresponds to the date of the transfer.
- On the slider that appears, select Add Transfer.
- Select the arrow to add a specific transfer using one of the following options:
-
- Select Business Structure to define where the work is performed.
- Select a work rule option to define how an employee is paid for the work:
- 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.
- Select Cost Center to define who pays for the work.
- Select Labor categories to define what work is performed. 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).
- Click OK.
- Click Apply when you are finished.
Note: The transfer displays in the Transfer box at the bottom of the slider. You can see the full transfer by clicking the Information icon.
- Click Save.
Note: Double blue arrows appear next to the date of the transfer indicating that a transfer has been applied.