In order to loan time, you will need to know which labor category is configured for employee loan for your employees. Only one labor category is available for employee loan for each time entry plan. If you do not know which labor category to use to loan your employees, contact your system administrator.

Once you know which labor category to use, you can loan a time pair simply by charging the time pair to a code (in the loan-enabled category) that is assigned to the borrowing manager.

To loan time reported by one of your employees to another manager:

1. From the Time & Attendance menu, select Timecards.

   Note: If the Timecards option is not visible, make sure that you have selected Manager in the Role Selector.

2. If necessary, use the Date drop-down menu to adjust the range of the records displayed.

3. If no records are displayed for the employee or employees whose time you want to loan, use the employee filter button () to select a different filter or edit the filter being used. (See Finding Employee Records.)

4. In the list of time pairs, click the time pair that you want to charge to another manager. The Timecard Manager will open displaying the details for this time pair (and any other time pairs on the same date for the same employee).

5. On the row for the time pair you want to loan, click the button in the column that has been configured for employee loan.

   Tip: The name of the employee loan labor category will vary by company. If you do not know which category to use, contact your system administrator.

6. In the lookup window, select the code to which you want to charge the employee's loaned time.

   Note: Each code in the employee loan category is assigned to only one manager. After you have charged a time pair to a code that is supervised by someone else, you will no longer be able to edit the time pair, except to change the employee loan code.

7. If the Edit Reason field is visible and is blank, or if you want to change the value listed in this field, click the button and select an Edit Reason.

   Note: The Edit Reason will be associated with your edit in the edit audit trail. If the Edit Reason column is not visible, your default edit reason code (as specified on the Options page) will be used. If you have not specified a default edit reason code on the Options page, then your company's default edit reason code will be used.

8. If you want to include any additional information about the loaned time pair, click , enter your comments in the pop-up window, and click Done.

9. Click the Submit button.

   Tip: If the page does not refresh and display an "Operation Successful" message, move your mouse pointer over the icon for troubleshooting information. If the tooltip indicates "Edit Reason - value is invalid," click the Options link and select a default edit reason code, then return to the Timecard Manager and click Submit again.

Notes:
You cannot edit the employee loan labor category from the Multiple Employee Timecard Manager. If you are viewing the Multiple Employee Timecard Manager, click the button or the Single Employee View link.

Once you have loaned one of your employee's time pairs to a labor category that is supervised by someone else, you will be able to view the time pair but you will no longer be able to edit the time pair, except to remove the time pair from employee loan. To remove the employee loan, use the same procedure given above, but delete the value in the employee loan labor category (or change it to a category for which you are the designated manager). After you click Submit, you will again be able to edit the time pair.

In most cases, you will loan time by editing time pairs that have already been recorded by your employees, as described above. You can also assign employee schedules that include time pairs that will be automatically charged to on-loan categories.

Some companies make the employee loan labor category visible to employees. In this case, clocking employees can use the Transfer button and other employees can use the time sheet to assign loaned time pairs to the appropriate employee loan categories themselves.