Banked Hours: settings and reports

The Banked Hours report shows the accumulated balance of positive or negative hours for each employee, from the start of validity period. This report allows you to analyze balances and adjust credit or debit hours.

1. Access the report

   • In the Reports menu, click on Hours bank.
     
     

2. Select employees

   • Use the search field to select an employee or to choose a group of people based on the Company Structure.

   • Select the All employees option to list everyone.
     
     

3. Set the period

   • Select the date range for analysis.
     
     

4. Generate the report

   • Click Generate to view the report.
     
     

5. Add columns and filters

   • Click the columns icon to select additional data, such as Overtime rates, Cumulative banked hours, etc.
     
     
     

6. Export the report

   • To export the selected view, click the download button on the right side and choose the format (PDF, CSV, or XLSX).
     
     

7. Adjust time bank

   • Click Adjust Bank to open the adjustment window.

   • Enter the employee, date, phase, the positive or negative value, and the reason.

     • In case of a negative adjustment, it is possible to convert it into Extra Hours.

   • Confirm to apply; only Administrators and Supervisors can make adjustments.
     
     
     

Tips and troubleshooting

• Adjustments are only allowed during the open payroll period, that is, after closing the payroll period it will not be possible to make changes on the Hours Bank for that period.

• Provide clear justifications for each adjustment.

• Negative balance can be converted into overtime, according to group rules.

Best practices

• Check the banked hours balance regularly to avoid excessive accumulation.

• Use filters to analyze specific teams.

• Keep records of adjustments made with date and justification.

Frequently asked questions

1. Who can adjust the Banked Hours?
   Only Administrators and Supervisors with active permission.

2. Is it possible to export the report?
   Yes. Use the download button to download the filtered view in CSV, PDF, or Excel.

3. How to block the bank adjustment function?
   Go to Company Settings > Permissions and disable the Banked hours Adjustment option for the permission level you want to block the function.