Transfer a shift

You can transfer a specific shift or shift segment Parts of shifts that are assigned to a job in the business structure, either primary or transfer jobs. worked by a specific employee to a different business structure (location and job), a different work rule, a different cost centre (pay source), or a different labour category. For example:

• Business Structure Represents the logical structure of an organization as it concerns staffing. It contains a hierarchy of locations that contain jobs to which an employee may be assigned. 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.
• 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.
• Payer Cost Centre transfer – For a training session, an employee must be transferred to Cost Centre 32145 from 3:00pm until the end of their shift.
• Labour Category transfer – An employee scheduled to work a shift on one project must be transferred to another project for a complete shift.

To transfer a shift:

1. Right-clickTap 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. If the transfer you need does not appear on the menu, select More... to define the transfer. The Transfer panel appears.
3. Select the new transfer or transfers you need (business structure, work rule, payer cost centre, or labour 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.

   When you select an on-call work rule, all segments on the shift must have an on-call work rule specified with the same call-in rule.

   • If the required menu is missing for Payer Cost Centre, select None to specify the required cost centre. Select Select Cost Centre, then either select cost centre from the menu, or search for an unlisted cost centre by typing in the first few letters of its name.
   • If the required menu is missing for Labour Category, select None to specify the required labour category. Select Select labour category, then either select the labour category from the menu, or search for an unlisted labour category by typing in the first few letters of its name.
4. Select Apply to return to the Transfer panel.
5. Repeat for all segments you want to transfer. There is no need to transfer breaks.
6. Select Apply to make the change.
7. Save your changes.