Schedule Shift Transfers

To transfer a partial shift using Insert Shift:

1. Do one of the following:

• • Right-click one employee, a schedule group, or a set of employment terms.
  • Pre-select a unique set of employees using Shift-select or Control-select, then right-click one of the selected employees.

The Employee glance appears.

2. From the Employee glance, select Insert shift transfer.
3. Select an Effective Date during the period of the schedule currently loaded.

3. Enter the Start Time using standard time-of-day format. The maximum length of a shift is 24 hours.
4. Select a transfer from the Transfer

5. Select Labor Category.
6. On the Labor Category Transfer panel, select a labor category. You can also enter a partial or full labor category in the Search box.
7. When finished, select Apply.
8. Select Apply or OK to continue. 
9. Repeat steps 1-8 for all segments you want to transfer. There is no need to transfer breaks.
10. Select Apply.
11. Save the schedule. 

To schedule a full shift transfer using Quick Actions:

1. Open the Quick Actions toolbar.
2. Select Insert Shift Transfer.
3. Select the job or location from the list. The list contains only jobs that are included in your employee’s current transfer set.
4. Select one or more scheduled shifts that you wish to transfer.
5. Save your changes. 

To schedule a shift transfer by editing the shift:

You can transfer a specific shift or shift segment worked by a specific employee to a different labor category.

1. Right-click a shift and select Edit. The Edit Shift slider appears.
2. For the segment or segments to transfer, select Transfer Employee.
3. Select Labor Category.
4. In the Labor Category Transfer panel, select a labor category. You can also enter a partial or full labor category at the Search box.
5. When finished, select Apply.
6. Repeat steps 2 - 5 for all segments you want to transfer. There is no need to transfer breaks.
7. Select Apply to make the change.
8. Save the schedule. The transfer now appears on the scheduled shift.