How can I adjust my employees' time bank?
Personizer: absence management and time tracking for your company
In the following article, we will show you how you can adjust employees' time bank in Personizer. You can use this function, for example, if a user has recorded their times incorrectly and requests a correction to their time bank because they are not authorized to do so. We will show you two options.
Note: Only users with the appropriate authorizations can access a time bank. Find out how to assign authorizations here.
A time bank is a type of work schedule model that allows employees to work more flexible hours and accumulate overtime. Instead of paying out overtime immediately, it is accumulated in a time account that employees can later use for time off or to compensate for other work hours. The time bank thus enables a better balance between work and free time, and an individual adjustment of working time to the needs of the employee.
Option 1: Edit Employee's time bank
Click on Administration in the left navigation bar.
Click in the horizontal navigation bar on Edit Employee's time bank.
Search for a specific employee using the search function. A new window will open. Here you will find the time bank for this user, as well as documentation of all changes made to the time bank.
Click on Adjust Time Bank. A new window will open. Here you can adjust the time bank.
Enter the desired corrections for this time bank.
Click on Apply Adjustment if you want to save your corrections.
Alternatively, you can also proceed as follows:
Option 2: Edit User settings
Click on Settings in the left navigation bar.
Click on Users in the horizontal navigation bar.
Click on the following symbol in the Actions column ⁝ . The search function can help you find specific users.
Click on Edit user. A new window will open. Here you will find the individual settings for this user.
If you scroll down, you will find the section Adjustment of Time Bank. Click on Adjust Time Bank. A new window will open. Here you can adjust the time bank.
Enter the desired corrections for this time bank.
Click Apply Adjustment if you want to save your corrections.
Finally, click Save.
In the following article, we will show you how you can adjust employees' time bank in Personizer. You can use this function, for example, if a user has recorded their times incorrectly and requests a correction to their time bank because they are not authorized to do so. We will show you two options.
Note: Only users with the appropriate authorizations can access a time bank. Find out how to assign authorizations here.
A time bank is a type of work schedule model that allows employees to work more flexible hours and accumulate overtime. Instead of paying out overtime immediately, it is accumulated in a time account that employees can later use for time off or to compensate for other work hours. The time bank thus enables a better balance between work and free time, and an individual adjustment of working time to the needs of the employee.
Option 1: Edit Employee's time bank
Click on Administration in the left navigation bar.
Click in the horizontal navigation bar on Edit Employee's time bank.
Search for a specific employee using the search function. A new window will open. Here you will find the time bank for this user, as well as documentation of all changes made to the time bank.
Click on Adjust Time Bank. A new window will open. Here you can adjust the time bank.
Enter the desired corrections for this time bank.
Click on Apply Adjustment if you want to save your corrections.
Alternatively, you can also proceed as follows:
Option 2: Edit User settings
Click on Settings in the left navigation bar.
Click on Users in the horizontal navigation bar.
Click on the following symbol in the Actions column ⁝ . The search function can help you find specific users.
Click on Edit user. A new window will open. Here you will find the individual settings for this user.
If you scroll down, you will find the section Adjustment of Time Bank. Click on Adjust Time Bank. A new window will open. Here you can adjust the time bank.
Enter the desired corrections for this time bank.
Click Apply Adjustment if you want to save your corrections.
Finally, click Save.
Updated on: 25/03/2024
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