How do I activate the time bank for my account?
Personizer: absence management and time tracking for your company
In the following article, we will show you how to activate the time bank in Personizer:
Note: Only admins with the appropriate permissions can create new users. Learn how to assign permissions here.
Activate the time bank if you want your employees to be able to record overtime and minus hours with Personizer.
Click Companies in the left navigation bar.
Click on Working Schedules in the horizontal navigation bar. Here you will find the Time Bank section. You have two options to start the overtime tracking.
Option 1: Activate Now
If you activate the time bank now, your employees can benefit from the new functions immediately. They will be able to view their time bank on their dashboard and submit requests for the current week. However, they will no longer be able to submit overtime from previous weeks, only those since the function was activated.
Option 2: Set up starting date
If you only want to activate the time bank at a later date - for example, at the beginning of the next month - you can set a start date. Your employees will then only be able to benefit from the new functions from this point onwards. They will be able to view their time bank on the dashboard and submit requests for the current week. Please note, however, that overtime from previous weeks can no longer be submitted, only those since the function was activated.
Note: Before you activate the time bank account, you should delete your demo data.
If your employees already have overtime or minus hours when they are activated and you want to add them, you must adjust the employees' time bank accordingly. You can find out how to do this here.
In the following article, we will show you how to activate the time bank in Personizer:
Note: Only admins with the appropriate permissions can create new users. Learn how to assign permissions here.
Activate the time bank if you want your employees to be able to record overtime and minus hours with Personizer.
Click Companies in the left navigation bar.
Click on Working Schedules in the horizontal navigation bar. Here you will find the Time Bank section. You have two options to start the overtime tracking.
Option 1: Activate Now
If you activate the time bank now, your employees can benefit from the new functions immediately. They will be able to view their time bank on their dashboard and submit requests for the current week. However, they will no longer be able to submit overtime from previous weeks, only those since the function was activated.
Option 2: Set up starting date
If you only want to activate the time bank at a later date - for example, at the beginning of the next month - you can set a start date. Your employees will then only be able to benefit from the new functions from this point onwards. They will be able to view their time bank on the dashboard and submit requests for the current week. Please note, however, that overtime from previous weeks can no longer be submitted, only those since the function was activated.
Note: Before you activate the time bank account, you should delete your demo data.
If your employees already have overtime or minus hours when they are activated and you want to add them, you must adjust the employees' time bank accordingly. You can find out how to do this here.
Updated on: 13/11/2024
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