How to add a transfer into a scheduled day on UKG Dimensions.
Ashley Costello
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21 steps
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2 minutes
My Kronos
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Click here.
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Click on Schedule
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Click "Schedule Planner with Absence Calendar"
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There are two ways you can do a transfer. For the first, click on "Quick Actions".
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Click Insert Shift Transfer.
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Click on the transfer of your choice, or search for one!
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Click on the day you wish to apply the transfer to.
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Click on the "Insert Shift Transfer" button again.
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The second option, if you need to be more specific, is done so by right clicking on the day you wish to put the transfer into.
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Click edit.
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Click "Transfer Employee". This can be done before or after lunch breaks as well.
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Click "Add Business Structure"
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Type your searches into the coordinating fields, and select the option of your choosing.
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For this example, I've selected, "Office Manager".
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Click "Ok"
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Click "Add Cost Center"
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Click the "Search" field.
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Enter the location code of the office the employee is transferring to.
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Click "Apply"
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Click "Apply"