Summary

This document addresses work instructions for how to manually transfer workgroups at Time of Day.

Workgroup Transfers at Time of Day

If the employee needs to work in another area other than their home workgroup they may temporarily move from their home workgroups.  Managers may also perform a workgroup transfer manually from the employee timecard. Workgroup transfers can change the pay rate for working a different job. More simply, a workgroup transfer tracks the work performed for a specific department or at a location.

Transfer Workgroup Change @Time of Day

  1.Click the Pencil icon in the Date column or the Clipboard icon in the Workgroup column.

  2. Select Workgroup and Transfer at Time of Day (Figure 1).

  3. Specify the Time of the hours transfer and the temporary workgroup(s).  Click OK (Figure 2).

  4. The transfer will appear in blue, with the hours allocated to the temporary workgroup (Figure 3).

  5. To remove a transfer, select Workgroup and Cancel Transfer Adjs (Figure 4).  Note:  It is not possible to edit a transfer.  All transfers must be removed and re-entered.

  6. From the Cancel Existing Transfer/Reallocation Adjustments, verify the Cancel Adjustments box is checked and click OK (Figure 5).