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 to adjust the time bank of employees in Personizer. We will refer to the following example:
Fritz is currently training to be a retail salesman. Last Friday, he had a total of 6 hours of instruction at the vocational school due to a long day of classes. However, he did not know that these hours count as working time.
When Fritz handed in his time sheet this week and his time bank was updated as a result, he noticed his mistake. However, he himself does not have the rights to adjust the time bank after the fact. Therefore, he turned to his supervisor and asked her to retroactively increase his time bank by the 6 hours.
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:
Click on Settings in the left navigation bar.
Click on Users in the horizontal navigation bar.
Click on the pencil icon of a user. The filter function can help you find specific users.
A new window will open. Here you will find the individual settings for this user.
If you scroll down, you will find the section Time Bank Adjustment. Click on Add Time Bank Adjustment.
A new window will open. Here you can adjust the time bank.
Enter the desired corrections for this time bank.
If you want to adjust a time bank by minutes, you still have to enter it in hours. Example: 0.50 hours = 30 minutes or 0.10 hours = 6 minutes.
click Apply Adjustment if you want to save your corrections.
Finally, click Save.
In the following article we will show you how to adjust the time bank of employees in Personizer. We will refer to the following example:
Fritz is currently training to be a retail salesman. Last Friday, he had a total of 6 hours of instruction at the vocational school due to a long day of classes. However, he did not know that these hours count as working time.
When Fritz handed in his time sheet this week and his time bank was updated as a result, he noticed his mistake. However, he himself does not have the rights to adjust the time bank after the fact. Therefore, he turned to his supervisor and asked her to retroactively increase his time bank by the 6 hours.
Adjust employees' 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:
Click on Settings in the left navigation bar.
Click on Users in the horizontal navigation bar.
Click on the pencil icon of a user. The filter function can help you find specific users.
A new window will open. Here you will find the individual settings for this user.
If you scroll down, you will find the section Time Bank Adjustment. Click on Add Time Bank Adjustment.
A new window will open. Here you can adjust the time bank.
Enter the desired corrections for this time bank.
If you want to adjust a time bank by minutes, you still have to enter it in hours. Example: 0.50 hours = 30 minutes or 0.10 hours = 6 minutes.
click Apply Adjustment if you want to save your corrections.
Finally, click Save.
Updated on: 12/04/2023
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