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.
A) Adjusting values in mass
Go under the "Attendance" menu
Choose the "Time banks" page
Sub-section "Time balance per employee"
Select the desired employees by checking the left side boxes
Click on "Bulk actions"
At this step, you have to choose between 2 options:
Refill hours
Adjust hours
Reset hours
1. Refill hours
Lets you choose a bank and bring the hours of each selected employee to the decided amount.
In the following example, I’m refilling the "Sick leave" bank to 24 hours. In this case, an employee with nothing in his/her sick leave bank will have 24 hours added. Knowing that, someone with 10 hours will only have 14 hours added. However, for someone who has 24 hours or more, their value will not be changed.
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 7h30to every selected employee.
3. Reset Hours
Simply brings back the bank to 0 for the selected employees.
B) Adjusting the amount for a single employee
First of all, you can also perform a Bulk action, but only by checking one employee.
Other than that, you can:
Click on the “Attendance” menu, then on “Time banks”
Click on the employee's name
Make sure to select the right type of bank
Click on the "Adjust bank time"
Now that you have hours in the bank, it's important to understand that there can be 3 statuses to those hours. See this article for more details!