Perform Transfers

Employee Guide

Version
R2024.1.0
Perform Transfers

There are a number of different types of transfers that you can perform on the clock. Similar to the clock entries described above, your time entry policy determines the types of transfers that you can enter. To perform a transfer, click the corresponding button. You might be able to perform the following types of transfers:

  • Docket: Transfer to an eligible docket.
  • Labor Metrics: Transfer between eligible labor metrics.
  • Project: Transfer to an eligible project.
  • Work: Transfer to another qualified location and job assignment.
  • Schedule: Transfer to an eligible schedule segment.

To enter a transfer:

  1. Go to Work > Time Clock.
  2. (Optional) If you haven’t already, clock in for your shift by clicking Start Shift.
  3. Click one of the following transfer buttons:
    • Work Transfer
    • Project Transfer
    • Docket Transfer
    • Schedule Transfer
    • Labor Metrics Transfer
  4. A transfer dialog box opens. See below for details on each transfer type.
  5. To enter the details of the transfer, follow the prompts in the dialog box.
  6. Note: If the dialog box doesn’t contain any list items, you might not have the ability to perform the transfer. For example, if you click Work Transfer and the dialog box doesn’t contain any locations, you might not have the ability to transfer between locations.

Work Transfer

After you click this button, Dayforce opens the Work Transfer dialog box and prompts you to select a location from the list. Select a location and click Enter.

Project Transfer

After you click this button, Dayforce opens the Project Transfer dialog box and prompts you to select a project from the list. Select a project and click Enter.

Docket Transfer

After you click this button, Dayforce opens the Docket Transfer dialog box and prompts you to select a docket from the list. Select a docket and click Enter.

You might be required to specify a quantity of work produced when you perform a docket transfer, either when you perform the transfer, or in a separate clock entry later. When the quantity is entered with the transfer, the Docket Transfer dialog box contains the Enter Quantity field.

If you're required to submit the quantity after performing the transfer, click the Quantity button on the clock to enter a separate quantity clock entry in the Docket Quantity dialog box:

Docket Quantity dialog box with the Enter Quantity field blank.

For example, this might apply if you transfer at the beginning of your shift, but need to enter the quantity of work you performed at the end of your shift.

Schedule Transfer

After you click this button, Dayforce opens the Schedule Transfer dialog box. If your shift isn’t configured with any schedule segments to transfer to, Dayforce indicates that there are no transfers available and doesn’t open the dialog box.

The dialog box prompts you to select the schedule segment that you’re transferring to. Dayforce shows the segment’s details, including its start and end times, location, and the job assignment associated with it. Select the schedule segment and click Enter.

Labor Metrics Transfer

After you click this button, Dayforce opens the Labor Metrics Transfer dialog box. If your shift isn’t configured with labor metrics, Dayforce doesn’t open the dialog box.

Select a labor metric and click Enter.