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Manually Adjusting the Time Bank Balance
Manually Adjusting the Time Bank Balance

How do I manually add or remove hours from an employee's time bank balance?

Mark Borham avatar
Written by Mark Borham
Updated over a week ago

If you have external time bank balances that you would like to transfer to Agendrix, 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

  1. Access the "Attendance" menu

  2. Access the "Time banks" section

  3. Make sure you are in "Time balance per employee"

  4. Click on the employee of interest

B) Adjusting the Time Bank Balance

  1. Choose the bank you quant to edit the balance from

  2. Click on « Adjust bank time »

Indicate the change to be made

  1. Choose the bank you quant to edit the balance from

  2. Specify whether you wish to make an addition or a withdrawal

  3. Indicate how many hours

  4. Add a note if needed

  5. "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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