Users have the ability to move Personnel from one Job Details record to another.
Example: A Lead Engineer is currently assigned to Job Number ABC for Rig A, however, is required to move to Job Number CBA for Rig B. The jobs may be individually charged for or even different clients therefore 2 Job Details records are needed.
Locate the Job Details Records that the Employee is Currently Assigned To
- Go to the Operations category in the main menu and select Job Details:
- If the Job Number is known enter this number into the Job Number field and either select Search or hit enter on your keyboard the results will appear on the bottom half of the screen as shown:
- If the job number is not known, enter as much criteria as possible within the search fields to narrow your search. Either select Search from the toolbar or hit the Enter button on your keyboard to return the results.
Once you have located the required job number, double click on the grey box to the left of the Job Number to open:
Create a Personnel Transfer Record
Note: You can only transfer personnel if they have Timesheet Analysis records set up against the original job up to and including the date you to wish to transfer them. If you do not have these set up, the system will think that the employee has finished on the original job and that a transfer is not required.
- Select New>Personnel Transfer or select the Personnel Transfer tab within the Job Details record and hit Insert on your keyboard.
- Enter the relevant Job Numbers into the From Job Number and To Job Number field as shown:
- Select Functions>Get All Current Personnel.
Select OK.
- Select the People for Transfer tab to view people assigned to the original job (users may only wish to transfer 1 person from a job which had 4):
- To remove records from this tab, enable the tickbox within the Remove column to remove the person from the transfer record, then select Functions>Remove Personnel:
Select OK, the system will remove any records checked as Remove from the Personnel Transfer record.
- To complete the transfer, select Functions>Complete Transfer.
Select Yes to continue or No to cancel the operation.
The employee has now been transferred from one Job to another.