Home
Administration
Application Setup
Business Structure
Transfer Display Profiles
Transfer Display Profiles can help to control the results a user sees when performing a business structure transfer.

Administration
- Application Setup
  - Application Setup Help
  - Access Profiles
    How determine to the components that users can access and the types of functions that users can perform.
  - Authentication Upgrade
    About the upgrade to UKG Authentication.
  - Set up accruals
    Accruals are adjustments for revenues that have been earned but are not yet recorded in the accounts, and expenses that have been incurred but are not yet recorded in the accounts.
  - Activities Setup
  - Attendance configuration sequence
  - Configure Attestation
  - Brazil Device Setup
  - Business Processes Setup
  - Business Structure
    - Business Structure
      The business structure enables you to define a hierarchical structure for your organization, including types, locations, and jobs.
    - Organizational Sets
      Organizational sets consist of locations and jobs. You can save an organizational set as a transfer organizational group, a manager organizational group, or both (all organizational groups). Define organizational sets before you add new people so that the organizational set can be assigned to a person upon entry into the system.
    - Jobs and Business Structure
    - Cost Centers
      The cost center is an attribute on the business structure that allows work to be charged to the company's General Ledger.
    - Labor Categories
      Labor categories can be used to collect additional data that is not part of the hierarchical structure of the organization (the business structure). Typically, this is what the employee can work on. For example, a labor category could be a project, contract, or shift.
    - Labor Category Entries
      Labor category entries are assigned to a labor category.
    - Labor Category Entry Lists
      A labor category entry list is a collection of labor category entries per category. Labor category entry lists can be assigned to locations on the business structure.
    - Labor Category Profiles
      A labor category profile is a collection of labor category entry lists.
    - Employee Group
      An employee group defines the employees that are eligible to work for a manager.
    - Transfer Display Profiles
      Transfer Display Profiles can help to control the results a user sees when performing a business structure transfer.
    - Simplified Business Structure
      The Simplified Business Structure allows you to select the structure of your organization from a list rather than a hierarchy.
  - Calendar Views Setup
  - Common Setup
  - Display preferences
    Display preferences define the information that users see, such as custom URLs and the display format of schedules, labor categories, and timecards.
  - How to Configure Employee Self-Service
  - Employment terms
  - Events and Notifications Configuration Steps
  - Forecaster Setup
  - HCM Profile Setup
  - Integrations Setup
  - Leave
  - Pay Policies
    Pay policies are sets of rules that govern how employee hours are interpreted, including rounding of punches, overtime accrual, and holiday credit earnings, as well as the processing of time and attendance information through components like pay codes and work rules.
  - Scheduler Configuration
  - Staffing
  - Statutory reporting
  - System configuration
- Data Import Tool
- Universal Device Manager
- Setup Data Manager
  Setup Data Manager (SDM) uses the system's REST APIs to copy setup data.
- Administer Business Processes
- Mobile App
  A mobile app is available on the iOS App Store for Apple devices and on the Google Play Store for Android devices.
- Communications
- Strategic Workforce Planning
- Extensions
- HCM
  The Human Capital Management (HCM) component provides a comprehensive set of applications for managing all aspects of the employee life cycle — recruitment, benefits, compensation, payroll, HR, and more. Users can configure and personalize configuration of the application for an optimal user experience.

Transfer Display Profiles

Transfer Display Profiles can help to control the results a user sees when performing a business structure transfer.

The locations and jobs that appear in the transfer panel are filtered based on the types selected in the transfer display profile. Administrators configure transfer display profiles for employees and managers, and the profiles can be assigned to their display profiles.

Note: To utilize transfer display profiles with the transfer panel, set the system setting site.BusinessStructure.DisplayLocationJobSearchUI to true. The default is false.

For example, a user has access to the following jobs on the Business Structure:

Region 1/District 1/Store 101/Department A/Sub-Department A/Sales Associate
Region 1/District 1/Store 201/Department A/Sub-Department A/Sales Associate

In their transfer display profile, the following types are selected:

Site (includes Store 101 and Store 201)
Department (includes Department A)
Sub-Department (includes Sub-Department A)

When the user performs a business structure transfer, the locations and jobs are filtered based on the types in their transfer display profile, so the following locations and jobs are available for transfer:

Sales Associate
Store 101, Store 201
Department A
Sub-Department A

The user will not see Region 1 or District 1.

If a profile is not configured or is not assigned to a user, and the site.BusinessStructure.DisplayLocationJobSearchUI system setting is set to true, then the default type configuration is used (Region(4)/Store(3)/Department(2)/Sub-Department(1)/Sales Associate).

Create a Transfer Display Profile

Click Main Menu > Administration > Application Setup > Business Structure Setup > Transfer Display Profiles.
Click Create to create a new profile, or select an existing profile and click Edit .
Enter a Name and, optionally, a Description.
Select the Business Structure types to include in the profile. You can select up to four types.
Click Save.
Assign the profile to the employee's Display Profile.