Update Job Transfer Sets

Occasionally, you may need to add a person manually in Dimensions for example when you hire a temporary worker. This job aid outlines the steps to manually enter a new person's information into Dimensions so their time can be tracked. Use the People Information page to configure employee information records. People Information governs each employee's work environment, including access profiles, pay and accrual rules, scheduling, and so forth.

Click Main Menu.
Select Maintenance > People Information.
Select the Person's name from the left.
Click Timekeeping > Employee Role.

Employee Role

Time Entry Method:

Determines how the employee can view and enter time:

Hourly View — Employee punches in by start and stop times.
Project View — Employee enters time by total number of hours they worked for the day, along with the labor category and paycode to which the time is charged.
Timestamp — Employee uses the timestamp entry method.
Timestamp & Hourly View — Employee uses the timestamp and hourly entry methods.

Note:

Display and access to the Punch tile depends on the time entry method of the employee. If the employee has a time entry method of Timestamp or Timestamp & Hourly View, they can view and add the Punch tile to their home page. For employees with a time entry method of Hourly View or Project View, they cannot view the Punch tile on their home page or add the Punch tile to their home page.

Pay Codes “Edit” Profile — The group of pay codes that the employee can edit.
Work Rule Profile — The group of work rules that the employee can select.
Labor Category Profile — Specify the labor category profile. The primary purpose of this assignment is to define the labor category values that are valid for the employee to transfer to in each labor category. If a value is in the validation list assigned to the employee's work location and the value is in the validation list assigned to the profile specified here, then it will be a valid option for the employee to select during a labor category transfer. If a value does not meet both criteria, it will not be an available option.

Note: If a Labor Category Profile is not specified, then the employee cannot make labor category transfers.

Labor Category Profile - Manager Additions — In addition to the labor category values employees can be transferred to from their Labor Category Profile, managers can also transfer employees to the labor category values specified in this labor category profile.
Approval Method — Select the employee's timecard approval method.
- Single Approver— Managers with permission to approve the employee's timecard can approve the entire timecard.
- Job Approval by Location Manager— Enables multiple timecard approvers. In the timecard, managers approve the time worked for the locations and jobs that are within their manager job transfer set.

Attestation Profile:

Specify the attestation profile. An attestation profile contains one or more attestation assignments (for example, when punching out, employees may need to confirm, or attest that they took their meal breaks).

Employee Job Transfer Set:

The jobs to which the employee can transfer. Click Create to create a new transfer set or select a row in the table and click Edit to edit an existing transfer set. This field can be defined without defining Manager Additions.

- Manager Additions— The jobs identified here are added to the employee job transfer set so that the available jobs a manager can transfer an employee to consist of all the jobs in the employee job transfer set and all the jobs in the manager additions. Manager Additions cannot be defined unless the corresponding Employee Job Transfer Set has been defined. Employees cannot transfer themselves to jobs in the manager additions, they can only transfer to jobs in the employee job transfer set. Create and edit manager additions the same way you would create or edit employee job transfer sets.

Note: The Employee Job Transfer Set and Manager Additions fields share the same Effective Date.

Override Wage & Work Rules:

Allows you to override the employee's default wage and work rule assignments for specific locations and jobs.

Selected Job Transfer Set:

The group of shift templates that can be assigned to the employee.

Shift Job List — Select a preference for each job, where 10 is the highest. The Schedule Assistant uses these preferences for the Can Cover for Selected Job criterion. If multiple employees can work a particular job, the Schedule Assistant and the Schedule Generator use the Shift Job List preference to rank employees.
- As of is the date on which the preferences are true.
- For a particular job, select one or more Scheduling Contexts to associate with that job. Schedule generation strategies, matching rules for procedure sets, open shift request subtypes, and self-scheduling request subtypes can be configured to consider only those jobs in the employee's job transfer set that are associated with a specific Scheduling Context.
- You can filter the data shown in the table using the filter row above each column header.