Transfer Employees Hours

Heads up! Watch a related video, "Add a Transfer in the Timecard".

This job aid explains how you can transfer time in the employee's timecard.

About Timecard Transfers

Every employee is assigned to a primary job, which is the derived value for business structure (job), labor categories, and the cost center linked to the business structure.

You can transfer a punch, paycode, or project from the primary job to a different labor category.

Note: You can only transfer hours to another Labor Category.

To transfer a full shift in the timecard:

Table view

1. Select the Transfer column.
2. Select a transfer from the list. If the transfer you want is not listed, click Search to open the transfer panel and review the steps for Using the transfer panel.
3. Select the appropriate Labor Category transfer, and then Save the timecard.

List view

Select the appropriate day.
In the day detail panel, click Add Punch.
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.
Select the appropriate Labor Category transfer, and then select Save.

Using the transfer panel:

Labor Categories

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

Select Add Labor Category.
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.
When finished, click Apply.

Transfer panel dialog box for selecting a transfer option.

To add a partial transfer, or transfer in the middle of a shift:

Add a new row in the timecard by selecting the Add Row icon .
Enter the transfer start time in the In punch column. Do not enter the Out punch.
Select the Transfer cell next to the Out punch column.
From the Transfer drop-down list, select the appropriate Labor Category transfer. If the transfer you want does not appear in the list, select Search and use the Transfer panel to search for and select another Labor Category.

Timecard shows a new row for a partial transfer and the In punch and Transfer field

Note: The system will generate purple times during the shift to complete the necessary shift segments. Be sure to review the Totals tab to verify the hours earned for each transfer.

Timecard shows purple punches to complete the partial transfer segment

Review timecard totals after transfer:

To review the hours allocated to each shift transfer:

Click the Totals tab.
Review the row with the (x) indicating a transfer.

Totals tab on the timecard.