The transfer option is useful to:
Get relevant reports! You'll be able to easily see which positions and projects your employees have participated in, whether in your time cards or payroll reports.
Manage your payroll more easily with reports, simplifying the sharing of information between different departments (operations, payroll and accounting).
Make it easier to validate your employees' hours. Your departments will be able to better understand which position or project your employees were involved in, and adjust their hourly rate if necessary.
An employee can transfer positions or projects during the day from the punch terminal or directly to his or her schedule, depending on your organization's choices.
Consult one of the articles below to see the steps involved: ⬇️
Then view the information in the Punch cards menu.
To add the Transfers column, click on View then check the Transfers box.
In the event that an employee forgets to transfer or spontaneously changes projects/positions:
1. Open the time card and go to Transfers. Then click on + New transfer. Choose to create a transfer based on a Position or a Project.
2. Choose the transfer start time and the position to which the employee is to be transferred. Follow the same steps if you choose Project.
You can also find a record of transfers in your Payroll Reports. This is useful information for your payroll department 😉.
