To add time or transfer org levels via the punches timesheet, navigate to Daily Procedures > Data Entry sub folder and click Timesheet. The Timesheet will launch in a new tab or window.
First, record known punch times into each appropriate punch type category. Be sure to enter “am” or “pm” next to each time. These can also be entered using military time format. You may see any of the following punch types listed:
- IND – In For Day
- INL – In From Lunch
- INB – In From Break
- IDA – In For Day Again
- OUT – Out
- CBI – Call Back In
Transferring on the timesheet
- Open the Timesheet page.
- Switch to the ‘1-Punches’ view, if needed.
- Locate the day you wish to transfer organization levels.
- Click on the ‘Transfer’ button.
The following fields will display:
5. Enter the time of the transfer in the first field labeled ‘Transfer’.
6. Select the desired organization level(s).
7. Enter a Comment (optional).
8. Click ‘Save’ at the bottom of the Timesheet to save the punch.
The new TXO punch will be listed chronologically with other punches.
Example:
In the example, above and below, the employee punched IND at 8:00 am with their home organization levels. At 1:00 pm they transferred to the ‘Accounting’ and ‘EPIC Initiative’ org levels. Note that the org levels for the 5:00 pm OUT punch changed after the TXO punch was entered. This helps to show that the 4 hours from 1:00 pm to 5:00 pm are assigned to ‘Accounting’ and ‘EPIC Initiative’. The 5 hours from 8:00 am to the TXO punch at 1:00 pm will be assigned to ‘Executive’ and ‘Human Resources’.
To open this information in a new window or to email, use the following link: How do I transfer Org Levels via the punches timesheet?