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Adjusting the Time Off Banks balance

How to add and remove hours from a Time off Bank?

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Written by Charles Vallières

Once a Time off Bank is created, you can then fill or clear them up. It is also possible to do it per person or in mass.


1. Adjusting values in mass

To adjust the time banks for all employees:

  1. Go under the Time Off > Banks from the left-hand navigation bar

  2. Multiselect the desired employees by checking the left-side boxes

  3. Click on Bulk actions, and choose one of the following:

    • Refill hours

    • Adjust hours

    • Reset hours

1.1 Refill hours

This lets you choose a bank and bring the hours of each selected employee to the decided amount.

EXAMPLE: We are refilling the "Time off in lieu" bank to 16 hours. In this case, an employee with nothing in his/her bank will have 16 hours added, someone with 10 hours will only have 4 hours added, and someone who has 16 hours or more will not be changed.

1.2 Adjust hours

Lets you add or remove the same amount of hours to every selected employee, without any consideration for the current amount in their banks.

In the following example, I will add 7h30 to every selected employee.

1.3 Reset hours

This simply brings back the bank to 0 for the selected employees.


2. Adjusting the amount for a single employee

To adjust the time bank of a specific employee:

  1. Click on the Time Off > Banks

  2. Click on the employee's name

  3. Make sure to select the right type of bank

  4. Click on the Adjust bank time


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