If you have external time bank balances that you would like to transfer to Rotas and Workforce Management, you can manually add hours to your employee's opening recuperation time and time off bank balances.
N.B. : You must be admin or manager in order to edit the time bank balance of an employee. Before you can edit the balance, a time bank must have been created by an admin.
A) Accessing the Employee Time Bank Window
Access the "Time Off > Banks" menu
Select the employee
B) Adjusting the Time Bank Balance
3. Click on « Adjust bank time »
Indicate the change to be made
Choose the bank you quant to edit the balance from
Specify whether you wish to make an addition or a withdrawal
Indicate how many hours
Add a note if needed
"Save"
C) Consulting the Edit Log
Every change will be recorded and documented. Managers and employees will then be able to follow them under the “Attendance” menu. To access it, simply repeat the steps from point A and click on an employee.
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