Move total amounts

In the timecard, you can override paycode totals within a specific time frame by moving time or money from one paycode to another. You can also change the location (or job), cost center, labor category, or work rule that time has been charged to.

Note: You need permission in your function access profile to move total amounts. If an employee has permission to move amounts but their function access profile is setup so that all timecard edits require manager approval (Automatically submit timecard edits for manager approval), then the employee is not able to move amounts.

Amounts that are moved, or moved amounts that are deleted, are tracked in the Audits tab.

  1. In a timecard, select the necessary time frame.
  2. Select the Totals tab.
  3. Right-click in the row where you want to move total amounts. The Totals Actions glance opens.
  4. Select Move Amount . The Move Amount panel opens.
    Note:
    • The Totals grouping selection must be All to move total amounts.
    • If you are moving totals for a multiple-assignment employee, the Assignment Grouping option must be selected. Also, amounts can only be moved within an assignment. Amounts cannot be moved from one assignment to another.

  5. In the To area of the panel, enter the Effective Date, select a Paycode, and enter an Amount.
  6. Note the following:
    • Effective Dates must be within the selected timeframe.
    • Paycodes must be of the same type.
    • You cannot move amounts for combined paycodes, duration paycodes, or cascading paycodes.
  7. If you need to change the location (or job), cost center, labor category, or work rule the time has been charged to, select a transfer from the most recently used list, or select the arrow to open the Transfer panel.
  8. Optionally, add Comments and Notes.
  9. Select Apply.
  10. A new row with the To information is added, unless there already is a paycode or transfer of the same value in the Totals add-on. The From row is reduced by the amount moved.
  11. In the timecard, select Save .
  1. In a timecard, select the necessary time frame.
  2. Select the Totals tab.
  3. Click the arrow on the day you want to move total amounts. The panel for the paycode total opens.
  4. Click Move Amount. The Move Amount panel opens.
    Note:
    • The Totals grouping selection must be All to move total amounts.
    • If you are moving totals for a multiple-assignment employee, the Assignment Grouping option must be selected. Also, amounts can only be moved within an assignment. Amounts cannot be moved from one assignment to another.
  5. In the To area of the panel, enter the Effective Date, select a Paycode, and enter an Amount.
  6. Note the following:
    • Effective Dates must be within the selected timeframe.
    • Paycodes must be of the same type.
    • You cannot move amounts for combined paycodes, duration paycodes, or cascading paycodes.

    Caution: When using Move Amount in List View, take caution that the amount you are moving is not greater than the available amount (creating a negative total).

  7. If you need to change the location (or job), cost center, labor category, or work rule the time has been charged to, select a transfer from the most recently used list, or select the arrow to open the Transfer panel.
  8. Optionally, add Comments and Notes.
  9. Select Save and close the paycode panel.
  10. A new total is added, unless there already is a paycode or transfer of the same value in the Totals add-on. The originating paycode is reduced by the amount moved.

If totals have been moved in the selected time frame, the View Moved Amounts option is available for selection in the timecard actions toolbar.

When you select View Moved Amounts, the View Moved Amounts panel opens with information about all of the moved amounts for the selected time frame. These are listed in chronological order by the effective date. If multiple amounts have been moved on the same effective day, they are listed in alphabetical order.

  1. In a timecard, select the necessary time frame.
  2. Select View Moved Amounts . The View Moved Amounts panel opens.
  3. To delete all of the moved amounts in the selected time frame, select Delete All.
  4. To delete a specific moved amount, select the moved amount and then in the Moved Amount Details panel, select Delete.
  5. Select Done.
  6. In the timecard, select Save .

Note: If you need to edit a moved amount, first delete the moved amount and then move the amount again as needed.