Transfers (Dimensions)

Job Transfers and Labor Category Entries of Day can be modified in this application on any of the schedule edit pages such as Edit without Rules, Switch, Off-Roster, Fill By Person, and Add/Edit1. The Transfers panel allows schedulers to adjust the paid job from the worked job.

For example, suppose Karen initially accepted a working opportunity for a pastry chef position. Karen reports to duty, and on the day of her position changes to bread baker which also pays more. Using the Transfers panel , the scheduler can assign Karen the bread baker position and adjust the labor category to pay her accordingly.

The Assigned Job and Labor Category Entries are controlled by the configuration in Dimensions which is retrieved by this application via the API. The configuration must be correct in Dimensions to be correct in this application. Valid Labor Categories and Labor Category Entries are created and managed in Dimensions and are specific to the person, Location (includes Job) and date.

The set of Labor Categories and Labor Category Items presented to the user adjust to the selected Assigned Job in the Transfers panel. If the Transfer Job has a different set of Labor Categories available, the list of labor category entries in the Labor Category menu will update based on the selected Transfer Job. Valid Labor Categories and Labor Category Entries are created and managed within and are specific to the person, Location (includes Job), and date. A previously saved labor category will remain in place; however, if the labor category is no longer valid in Dimensions, they will fail validation when the schedules are resynchronized.

Note: Labor categories are not applicable for on-call work codes.

The DimensionsTransfers panel displays with a Dimensions product license, and when authorized by policy using one or more of the following security permissions, otherwise the panel is disabled:

  • Roster: View Schedule Transfers
  • Roster: Edit Schedule Transfers
  • Roster: View Schedule Labor Categories
  • Roster: Assign Schedule Labor Categories

About Labor Categories (Dimensions)

Labor categories are used to collect additional data that is not part of the hierarchical structure of the organization (the “Business Structure”) in Dimensions. Typically, this is what the employee can work on. For example, a labor category could be a project, a contract, or a shift.

Labor Category Entries are assigned to a labor category. A Labor Category List is a collection of labor category entries per category. Labor category entry lists can be assigned to locations on the business structure in Dimensions. As of application version 7.2.2, a default labor category and labor category entry can be configured on the Shift in Setup. Doing so will allow this application to set the labor category and the labor category entry on the Transfers section of the employee’s staffing record in this application.

Labor categories and labor entries assigned to the employee and the "assigned job" must match the default set on the Shift in Setup in order for this application to set the labor category defaults in the Transfer section of this application. If the labor category set on the employee’s profile and the assigned job do not match the default labor category set on the Shift in Setup, then this application will not preset the labor category for the employee in the Transfer section.

Note: Authorized personnel can manually change labor category entries on the Transfer section of this application including blank values with any of the available labor category sets defined for the employee and the assigned job for the day.

As of application version 7.5 up to six default Labor Categories and Labor Category Entries can be set on a Detail Code Value Group in Setup. For additional information see topic: Setup Dynamic Values.