1.1 Temporary transfers are represented on the rota page in two ways. They are designed to clearly highlight whether a shift will have an impact on the rota and an implication on costs.
Why are shifts different colour when there is a temporary transfer?
Colours indicate there has been a temporary transfer. When an employee temporarily transferred from one site to another, the shifts will be highlighted based on where employee is working and also what site's rota you are looking at.
Home site
If you are looking at the home site rota for an employee that belongs to that site, the shifts for that employee are not highlighted in any colour. If you are looking at the home site rota for the employee who is transferred, his/her shifts at the away/transferred site are highlighted in green. If an employee is hourly, his/her shifts at the other site have not impact on home site's costs.
Away site
3.1 Once the transferred employee is added to the rota you can input their shifts. Shifts from that employee’s home site are highlighted in red and those red shifts have no effect on the away sites costs for an hourly employee.
If you are looking at the away/site where employee is transferred to, the shifts that the transferred employee works at that site are not highlighted in any colour. Notably, still looking at the away rota, the home site shifts are highlighted in red.
Salaried pot vs weighted transfers
4.1 Salaried members of staff have their costs broken down across sites either by a salaried pot or weighted difference.
Salaried pot
10 hours £100 £10 per hour
5.1 Each salaried employee is paid a fixed amount per week, £100 per week, therefore their pot is £100.
5.2 Even if that site works for more than their salaried hours you can never go over the salaried pot i.e. in this example £100
5.3 When an employee is transferred, the away site is the first to be charged from the pot and the home site is responsible to pay what is left from the pot.
Weighted transfer
10 hours £100 £10 per hour
6.1 Similarly, employee only receives the £100 salaried to him/her. However, this time the hourly rate is calculated based on the total hours worked across both sites.2.2 In the case 8+6=14 hours
- In the case 8+6=14 hours
- 100/14 = £7.14 per hour
- Site B (charged first): 8 x £7.14 = £57
- Site A: £100-£57 = £43
Rota page adjustments
7.1 When a temporary transfer is created it also creates a new area.
7.2 This new area is highlighted as ‘Transfers’.
7.3 It is a quick and easy method of adding shifts at the home site for the away site.
Key to Note.
When this area is created the transferred employee within the area has mirrored costs and these are not duplicated.
Certain aspects must remain the same
8.1 To be able to successfully transfer an employee between sites it is key to remember that employees must have the same position across sites.
8.2 If this isn’t the case, you will be UNABLE to transfer that employee.
8.3 If that position isn’t set up at site level, you will need to notify your Catton Account Manager to create that position.
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