Move Employees between Worksheets

Before You Begin: You can only move employees to managers who are already included in the organization hierarchy.

In Compensation Administration > Compensation Cycle Administration, you can move employees from one manager’s worksheet to another and adjust the budget to accommodate that change using the Move dialog box.

Note: For pay components that were configured without a defined budget, the option to set the budget isn’t available. Further, pay components configured with zero budget aren't shown.

You can move all of the employees out of a worksheet to change the worksheet's status to Removed. This allows you to remove worksheets for managers with an inactive or terminated status without having to unpublish the compensation cycle first. When you click Move for the last employee in the worksheet, Dayforce shows a message in the Move dialog box informing you that the worksheet's status will be changed to Removed.

With the Removed status, a record of the worksheet is still visible in the My Organization tab; however, all budget values are removed, and the worksheet is no longer accessible.

To move an employee to another manager’s worksheet:

1. Go to Compensation Administration > Compensation Cycle Administration.
2. Open a manager's worksheet.
3. Select an employee, then click Move in the worksheet toolstrip.
4. In the Move to Manager drop-down list, select the name of the manager that you want to move the employee to. Dayforce shows the budget information for the new manager, along with the current manager in the dialog box:
5. 
5. Select one of the following options to specify how the move impacts the budget for each manager:
   • Proportionally based on Configured Salaries: Dayforce uses the existing percentage of total salary to calculate the new budget using the total eligible salary for each manager after moving the employee. The dialog box shows the current budget and the new budget for the selected worksheets and for the entire organization.
   • Manually: Dayforce shows the new worksheet budgets with editable fields so you can manually update the budget for each manager. Use this option to adjust the budget based on guidelines. Dayforce calculates the recommended new budget based on the guidelines and you can change the values in the New Budget column. You can enter the new budget as either a percentage or fixed amount. When you enter a value, the corresponding value is automatically populated for the other format. The total budget for the organization is also updated to reflect the change.
   • None: The budget remains the same when you move the employee.
6. Note: If a pay component is configured to apply proration rules to budget calculations, Dayforce automatically adjusts the budgets according to the selected employee's proration eligibility for the Proportionally based on Configured Salaries and Manually options. If the pay component was configured to base budgets on target bonuses and funding, Dayforce automatically adjusts the budgets according to the employee's target bonus and existing funding percentage.
6. Click Move. Dayforce updates the worksheet for each manager.