How to add a transfer into a scheduled day on UKG Dimensions. | Scribe

    How to add a transfer into a scheduled day on UKG Dimensions.

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    • 21 steps |
    • 2 minutes
    1
    Click here.
    2
    Click on Schedule
    3
    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".
    5
    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.
    10
    Click edit.
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    Click "Transfer Employee". This can be done before or after lunch breaks as well.
    12
    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".
    15
    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"