When an employee has accrued overtime hours and wants to complete his/her timesheet with it, this is the manager's role to proceed to the withdrawal :
A) Manual Withdraw
a. Open the employee timesheet from the "Attendance" menu, then by clicking on his/her name
b. Click in the In/Out columns
Click on the "Bank" tab
Choose the bank to withdraw from
Make sure that the "Remove hours from bank" box is checked
Insert the number of hours to withdraw
Enter additional information if needed and save
B) Automatically Withdraw Hours from the Time Bank to Fill the Timesheet
You can use the piggy bank icon to automatically withdraw hours from an accumulated hour bank. This option is available in the pay period summary to do it in bulk or in each employee's timesheet to do it individually.
Once you clicked on the piggy bank icon, scroll down to “Complete timesheets” and check the “Complete timesheets using banked hours” box
Choose the bank to withdraw from
If applicable, check the "Allow negative time bank balance" (useful if you agree to pay your employees for hours they will work later)
Confirm by checking the box to this effect
Click "Apply" to save
C) Consulting the Change
A time entry will be displayed in the timesheet to show the employee that the hours have been withdraw from the bank to fill the timesheet.