Leave Bank

Leave Bank allows administrators to add additional hours to an employee's balance into future periods. The Leave Balance screen allows the adjustment of the unlocked past and current balances,the Leave Bank would allow administrators to adjust a balance into the future periods. If the hours added in the Leave Bank are positive, this will increase a user's future balance. If the hours added are negative this would decrease a user's future balance.

To create a Leave Bank for a user follow the steps below:

1. From the Admin menu go to Organization → Employee links
2. Select an employee record
3. Click on the Leave Bank tab on the employee record on the bottom window (Make sure this tab is enabled through Role Manager)
4. Click the plus sign to add a new record
5. Fill out the details as follow:
   1. Period Start Date: Specify the start date of the future timesheet period where the hours need to be adjusted
   2. Time Code Group: Specify the Time Code Group that the hours need to be adjusted for
   3. Balance Hours: Enter the number of hours to be added to or subtracted from the available from a future balance, If positive the hours will be added, if negative- will be subtracted. The hours specified in this field will be added on top or subtracted from already existing balance for that period
   4. Notes: Enter options notes
   5. Status: Indicates the status of the Leave Bank hours. This field is not updatable by an administrator, this field is automatically updated by the system once the Leave Bank hours are applied to an applicable balance.
6. Click Save to save the changes.