Supervisors can view and make limited edits to the used balances of time banks for employees that are assigned to them as their direct reports.
Viewing Time Banks
1. Head to the Calendar page and select the My Team view tab.
2. Enter the name of the direct report employee you wish to view into the 'Search Employees' prompt.
3. When the employee's name comes up, click it and their time bank balances will then be visible.
NOTE: Supervisors can only view data for employees that are assigned to them as their direct reports. If you are not able to pull up a specific employee, please notify the account owner or an admin and ask them to confirm if the employee is assigned to you as a direct report.
Editing Time Banks
Supervisors can make manual edits to the Used time bank balances for their direct report employees if ever needed. To make edits to the time banks, follow these steps...
1. After pulling up a direct report employee's time banks from the calendar page, click on the edit pencil icon next to the time bank you wish to make edits to.
2. Then the editing prompts will open allowing you to make edits to the Used balance. Enter your desired new balance into the prompt and click save when done to update the selected time banks balance.
3. If you need to make edits to the Available balance of a direct reports time banks, contact the account owner or an admin for assistance.
NOTE: If you try to add more hours than the time off policies max balance allows, you will see a warning come up and will not be able to save your changes. The max balance for time off policies can be managed by account owners and admins.