Using Leave Banking

This article provides step by step guides for best practice workflows used by System Administrators, Scheduling Managers and Schedulers when managing Leave Bank.

Leave Bank automatically keeps track of leave-related transactions such as:

• withdrawals (taking a leave)
• deposits (banking hours worked or receiving a yearly allotment of available hours)

Users can view these transactions along with information about the current balance.

Banking Hours from Edit Shift

USE CASE: For scenarios where an employee is working an overtime shift and the organization allows employees to add worked overtime shifts toward a bankable leave.  

1. From the Manage Schedule page scroll down to the Employee List section.
2. Select a shift to view the Edit Shift window.

1. In the Bank Overtime section, select an eligible leave code (codes where Allow banking of worked Hours has been enabled)
2. Enter the Hours Banked and click Add.
3. Click Save at the top of the page.

Viewing Banked Hours 

1. Go Manage Schedule and scroll down to the Employee List section.
2. Click the name of any employee to launch View Employee Info.
3. Select the Leave Bank tab to view the balance.