How to Transfer Time from the Punch Tile

This job aid outlines how an hourly employee can transfer their time to another GL Location, GL Department, and/or GL Project-Practice from the Punch tile.

  • Certain business may allow hourly employees to perform transfers. If you are uncertain whether your business has elected to use transfers, please contact your manager.
  • Transferring time is only available to hourly employees. (Salary employees cannot transfer time.)
  • You can perform multiple transfers during your workday.
  • Optum Everycare Now/MedExpress employees only: Click here to reference the coding guide for transferring time.

Tips:

  • The 10 most recent transfers you perform will be housed in the Recent Transfers section of the Punch Tile.
  • It is important that you select the correct GL Location, GL Department, and/or GL Project-Practice combination.
Select each of the tabs to learn more about how to transfer time to another GL:

Transfer Time to Another GL Department

  1. From the Punch tile, select Type and choose In Punch from the drop-down menu.
  2. To transfer your time to another department, do one of the two following options:
    1. Option 1: Select the Recent Transfers drop-down menu, choose the appropriate department from the list and then submit your punch.
    2. Option 2: Select Add Transfer to open the transfer panel.
      • To transfer time to another department, select Add Labor Category and then select Add GL Department.
      • In the Search field, enter the department you would like to transfer to and then click the applicable department name.
      • Click Ok.
      • Click Apply.
      • Submit your punch.
    •  

The Punch tile displays the Type, Recent Transfers, and Add Transfer options 

 

 

Transfer Time to Another GL Location

  1. From the Punch tile, select Type and choose In Punch from the drop-down menu.
  2. To transfer your time to another location, do one of the two following options:
    1. Option 1: Select the Recent Transfers drop-down menu, choose the appropriate department from the list and then submit your punch.
    2. Option 2: Select Add Transfer to open the transfer panel.
      • To transfer time to another department, select Add Labor Category and then select Add GL Location.
      • In the Search field, enter the location you would like to transfer to and then click the applicable location name.
      • Click Ok.
      • Click Apply.
      • Submit your punch.

The Punch tile displays the Type, Recent Transfers, and Add Transfer options 

 

 

Transfer Time to Another GL Department and Location

  1. From the Punch tile, select Type and choose In Punch from the drop-down menu.
  2. To transfer your time to another department and location, do one of the two following options:
    1. Option 1: Select the Recent Transfers drop-down menu, choose the appropriate department from the list and then submit your punch.
    2. Option 2: Select Add Transfer to open the transfer panel.
      • To transfer time to another department, select Add Labor Category and then select Add GL Department.
      • In the Search field, enter the department you would like to transfer to and then click the applicable department name.
      • In the same panel, click the plus icon next to Add GL Location.
      • In the Search field, enter the location you would like to transfer to and then click the applicable location name.
      • Click Ok.
      • Click Apply.
      • Submit your punch.

The Punch tile displays the Type, Recent Transfers, and Add Department and Location Transfer options 

 

 

Transfer Time to Another GL Project-Practice

  1. From the Punch tile, select Type and choose In Punch from the drop-down menu.
  2. To transfer your time to another project-practice, do one of the two following options:
    1. Option 1: Select the Recent Transfers drop-down menu, choose the appropriate department from the list and then submit your punch.
    2. Option 2: Select Add Transfer to open the transfer panel.
      • To transfer time to another department, select Add Labor Category and then select Add GL Project-Practice.
      • In the Search field, enter the project-practice you would like to transfer to and then click the applicable project-practice name.
      • Click Ok.
      • Click Apply.
      • Submit your punch.

The Punch tile displays the Type, Recent Transfers, and GL Project-Practice options in step 2 

 

 

Transfer Time to Another GL Department, GL Location, & GL Project-Practice

  1. From the Punch tile, select Type and choose In Punch from the drop-down menu.
  2. To transfer your time to another department, location, and project-practice, do one of the two following options:
    1. Option 1: Select the Recent Transfers drop-down menu, choose the appropriate GL Department, GL Locaton, and GL Project-Practice combination from the list and then submit your punch.
    2. Option 2: Select Add Transfer to open the transfer panel.
      • To transfer time to another department, select Add Labor Category and then select Add GL Department.
      • In the Search field, enter the department you would like to transfer to and then click the applicable department name.
      • In the same panel, click the plus icon next to Add GL Location.
      • In the Search field, enter the location you would like to transfer to and then click the applicable location name.
      • In the same panel, click the plus icon next to Add GL Project-Practice.
      • In the Search field, enter the project-practice you would like to transfer to and then click the applicable project-practice name.
      • Click Ok.
      • Click Apply.
      • Submit your punch.

The Punch tile displays the Type, Recent Transfers, and Add Department, Location, and Project-Practice Transfer options in step 2 

 

 

Transfer Time to Another GL Product

  1. From the Punch tile, select Type and choose In Punch from the drop-down menu.
  2. To transfer your time to another product, do one of the two following options:
    1. Option 1: Select the Recent Transfers drop-down menu, choose the appropriate product from the list and then submit your punch.
    2. Option 2: Select Add Transfer to open the transfer panel.
      • To transfer time to another department, select Add Labor Category and then select Add GL Product.
      • In the Search field, enter the product you would like to transfer to and then click the applicable product name.
      • Click Ok.
      • Click Apply.
      • Submit your punch.

The Punch tile shows how to add a transfer to a new product

 

 

Transfer Time to Another GL Location, GL Project-Practice, & GL Product

  1. From the Punch tile, select Type and choose In Punch from the drop-down menu.
  2. To transfer your time to another location, project-practice, and product, do one of the two following options:
    1. Option 1: Select the Recent Transfers drop-down menu, choose the appropriate GL Locaton, GL Project-Practice, and GL Product combination from the list and then submit your punch.
    2. Option 2: Select Add Transfer to open the transfer panel.
      • To transfer time to another location, select Add Labor Category and then select Add GL Location.
      • In the Search field, enter the location you would like to transfer to and then click the applicable location name.
      • In the same panel, click the plus icon next to Add GL Project-Practice.
      • In the Search field, enter the project-practice you would like to transfer to and then click the applicable project-practice name.
      • In the same panel, click the plus icon next to Add GL Product.
      • In the Search field, enter the product you would like to transfer to and then click the applicable product name.
      • Click Ok.
      • Click Apply.
      • Submit your punch.

The Punch tile shows how to add a transfer to another GL location, project-practice, and product