You can make manual adjustments to employee time banks if ever needed and can easily add or remove time from each time bank.
Editing The Available Balance For Time Banks
Account owners and admins can make manual adjustments to the 'Available' balance for any timebank from the employees directory page. To do this, follow these steps...
1. Head to the directory and select the employee whose timebanks you wish to make edits to.
2.Then select the Time & Pay tab.
3. Look for the Time Off Policy section in their profile and click on the pencil icon to edit the section.
4. The 'Available' balance for each time bank will then become editable. You can enter in hours to add to the balance or enter a negative symbol and a number to subtract hours.
(Example: Enter 5 to add 5 hours or enter -5 to remove 5 hours)
5. After making your adjustments, click save and the employees available balance will update.
Note: If you ever need to credit hours into an employee's time bank, add the hours to the available balance here. The hours entered will automatically adjust their accrued balance for the current benefit year.
Editing The Used Balance For Time Banks
Account owners, admins and supervisors can manually edit the 'Used' balance for each employees time bank from the calendar page/my team view tab. To do this, follow these steps...
1. Go to the calendar page/my team view tab.
2. Enter the name of the employee you wish to make edits to into the 'Search Employees' prompt.
2. Click on the employees name when it comes up and their time bank balances will become visible.
3. Click the pencil edit icon to open the editing window prompts and enter the amount of hours you want the new balances to be. Then when done, click save to finalize your changes.