If you have activated recuperation time banks, you can select this bank when approving a time off request or when creating a time off in the timesheets.
1- Use banked hours when approving a time off
To use banked hours when approving an employee's time off;
Go to the ''Requests'' tab
Select the “Time off” option
Select the request you wish to approve
Validate all information (date, justification, number of hours booked, etc.) then select the bank of hours under “Leave type”
Click on “Approve"
The time will be approved and the hours deducted from the bank.
2- Use banked hours when creating a leave schedule
To use banked hours when creating a shift in the schedule;
Click on the ''+'' to add a shift to the desired employee
Select the ''Time off'' option
Confirm or modify the number of hours to be recorded
Select the bank of accumulated hours under “Leave type”.
Press “Create"
The time off will be created and the hours deducted from the bank.
📌 Don't forget to publish your schedule!
3- Use banked hours when creating a leave in the timesheet
To use banked hours when creating a time off in the timesheet, first go to the employee's timesheet via the ''Attendance'' tab and then ;
Click on the ''+'' to add a time entry
Select the ''Time off'' option
Select the bank of hours under ''Type''
Confirm that the number of hours to be counted is correct (you can modify it if necessary).
Press “Save”.
The time off will be added to the timesheet and the hours deducted from the bank.