Record Transfers

Some employees are qualified to work different job assignments and at different locations. For these employees, you can record when an employee’s shift was split between jobs or locations. It’s important that this information is accurate, because the job assignment of a worked shift can impact how the employee is paid for the time, and the location impacts your organization's labor budget planning process, as each location’s labor cost is tracked by Dayforce.

Before You Begin: Depending on how your instance of Dayforce is configured, you might have to record transfers as segments for your shift. See Schedule Segments Overview.

Also, Dayforce can be configured so that worked time is tracked against dockets or projects. If this is the case, you can transfer worked time against a new docket or project when you record transfers.

In addition to recording transfers between jobs and locations, you can also record transfers to change the pay code for part or all of the shift. You use pay codes in time and attendance records to describe what the employee was doing for a segment of time. Typical examples include recording when the employee worked, took a break, was off sick, or on vacation.

Note: The specific pay codes you use to track work, meals/breaks, sick time, and vacation depends on your organization and how your instance of Dayforce is configured. Some default pay codes are available to track the different activities your employees perform. If you’re unsure which pay code to use when recording a transfer, contact your system administrator.

Some scenarios where you’d record a transfer include:

• If an employee worked at a different location or in a different job assignment than the timesheet indicates.
• If the activities associated with an employee’s shift don’t match the pay codes on the timesheet.
• If an employee worked on a different docket or project, for all or part of a shift.
• If an employee spent half their shift in training instead of working, you’d record a transfer and change the pay code from work to training.

Record Transfers in the Transfer Dialog Box

Role feature access: Timesheets > Timesheet Transfer Control

To record transfers in the add/edit transfer dialog box:

1. Go to Timesheets and load the timesheet for the relevant week. See Load Timesheets.
2. Select the shift that you want to add the transfer to, and then click the arrow next to the edit icon () to expand the drop-down list.
3. Select Add/Edit Transfer.
4. In the dialog box that opens, click Add and then specify the transfer details.
5. Click OK.

You can remove a transfer by clicking the delete icon () next to the transfer time in the dialog box.

Record Transfers in the Shift Details Dialog Box

Role feature access: Timesheets > Timesheet Transfers from Shift

To record transfers in the add/edit shift dialog box:

1. Go to Timesheets and load the timesheet for the relevant week.
2. Select a cell, and then click the add icon or the edit icon.
3. In the shift details dialog box that opens, click the arrow next to the add meal icon () and then select Add Transfer in the drop-down list:
4. 
4. Specify the transfer details.
5. Click OK.

You can remove the transfer by clicking the delete icon () next to the transfer time in the dialog box.

Note: If Dayforce is configured to track worked time against either projects or dockets, Dayforce also shows the Docket and Project drop-down lists. Recording a transfer to a docket or project follows the same steps. You select the docket or project that the employee worked on in the drop-down list.