Transferring Cost Centers by a Line Manager

As a line manager you have the ability to transfer an associate’s time to a specific labor category (Cost Center).

Note: You cannot edit an associate’s time in a signed-off or locked day.

Cost Center Transfer

You can transfer an associate’s time directly within the schedule.

Labor Category Transfer

1. Go into the schedule planner for the associate you wish to transfer.
   1. From the home page click the main menu.
      
      
   2. Select Schedule > Schedule Planner.
      
      
      
      
   3. Choose the appropriate range of dates and hyperfind for your site.
      
      
2. Right click on the shift you want to transfer.
   1. Select Edit.
      
      
      
      
3. Select transfer employee.
   
   
   
   
4. Add Labor Category.
   
   
   
   
   1. Click add cost center.
   2. Enter the cost center you want to transfer them to in the search bar.
   3. Click the cost center.
      
      
      
      
   4. Click OK > Apply.

Note: You should now be able to see the cost center transfer in the schedule.

5. Save your changes.
   
   

 

Multiple-Day or Partial Labor Category Transfer

1. To Transfer to multiple cost centers on one day or transfer partial day you can (Add segments to the shift).  In order to transfer a partial day, you need to use the multiple cost center/Add Segment process below:
   1. From the edit shift screen (Step #2 above) Select Add Segment.
      
      
      
      
   2. This will allow you to add multiple segments for the associates shift that may be transferred to a different cost center.
   3. Once the Segment is added please repeat step #3 from above.