Transfer business structure, work rule, cost center, or labor category (employees)

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

  • The business structure defines where the work can be done.
  • The cost center defines who pays for the work.
  • Labor categories define what work can be done.

Depending on your permissions and your company's configuration, you can transfer a punch, paycode, or project from your primary job to a different business structure, work rule, cost center, or labor category. Employee-initiated transfers are based on the employee's job transfer set, which defines all jobs that are valid for the employee to transfer. Managers are also considered as employees.

The way that you make a transfer differs depending on whether you are using the table view or the list view.

  1. Select a cell in the Transfer column.
  2. 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.
  1. Select the appropriate day.
  2. In the day detail panel, click Add Punch, Add Paycode, or Add Transfer.
  3. In the Transfer field, click tap the arrow . The last five transfers you made are listed. If the transfer you want is not listed, click Search or click the arrow . The Transfer panel opens.
Note:

To identify the current and updated settings, click the information icon .

Quick links at the bottom of the panel enable you to navigate easily from one type of transfer to another.

  1. Select the appropriate day.
  2. In the day detail panel, tap Add Punch, Add Paycode, or Add Transfer.
  3. In the Transfer field, tap the arrow . The last five transfers you made are listed. If the transfer you want is not listed, tap Search or the arrow . The Transfer panel opens.
Note:

To identify the current and updated settings, tap the information icon .

Quick links at the bottom of the panel enable you to navigate easily from one type of transfer to another.

In the Transfer panel, select from the following:

The business structure defines where employees can work. To change the business structure:

  1. Click Tap Add Business Structure.
  2. In the Business Structure area, depending on your configuration, do one of the following:
    • Select from the default list of locations and jobs (this list is based on the current job) or search by Location, Job, or both. You can also select Browse Entire List to view the various levels of the business structure.
    • Use the arrows to select the various levels of the business structure. To move back, use the left arrow . You can also enter all or part of the desired business structure name in the Search box, then click tap Search .
    • Select locations and jobs from the drop-down lists.
  3. When finished, click tap OK.

To remove the business structure, click tap Clear .

To change the work rule, click tapAdd Work Rule and then select a new work rule from the drop-down box. You can also enter all or part of the desired work rule in the Search box.

To change the cost center:

  1. Click Tap Add Cost Center.
  2. Click Tap the down arrow and select from the list of available cost centers. You can also enter part or all of a cost center name or description in the Search box.
  3. Click Tap OK.

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

  1. Click Tap Add Labor Category.
  2. In the Labor Category area, select options from the labor category drop-down lists. There can be up to 6 labor category lists. You can also enter part or all of a labor category name or description in the Search box.
  3. When finished, click tap OK.
Note:

For hourly timecards, if you know the business structure work rule, cost center, or labor category of the transfer, you can enter it directly or copy and paste it into the appropriate field. The format is:

Business Structure;Work Rule;Cost Center;Labor Category1,2,..,6;

Each transfer type is separated by a semicolon, and the transfer string ends with a semicolon. There can be 0 to 6 labor categories, each separated by commas.