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Follow the steps below to split a timecard between multiple deals. This can be used, for example, if an employee is transferring to a new position mid-week on the same project.
Keep in mind that in order for this to work, the employee will need to have a new Start+ deal for the new occupation they are transferring to.
This article shows you how to perform this task in both Classic and New experiences.
Steps for Classic Experience
- On the employee’s timecard, find the “Deal Memo ID” column. Click the dropdown of the day(s) that you would like to switch the deal memo.
Select the occupation code that you want to enter for this day from the dropdown.
- After you have made all necessary adjustments for the deal memos, click Save/Calculate.
- When you're ready to submit the timecard, click Submit for Approval.
Steps for New Experience
- On the employee’s timecard, find the “Deal Memo ID” column. Click the dropdown of the day(s) that you would like to switch the deal memo.
Select the occupation code that you want to enter for this day from the dropdown.
- After you have made all necessary adjustments for the deal memos, click Save/Calculate.
- When you're ready to submit the timecard, click Submit for Approval.