How do I set up Banked hours conversion into overtime?

The Banked hours conversion request lets employees exchange their accrued hour bank for paid overtime.

To make this option available in the New request screen, you need to enable it in the request settings.

Key actions or configuration

1. Open the Request settings screen
   • From the side menu, select Absence & Vacation and click Settings on the requests list page.
   • Locate Banked hours conversion and toggle the button to enable it.
   • Unlike other categories, this one has no subcategories; it only needs to be turned on.
      
2. Enable Banked hours conversion
   • Define what Permissions roles can submit this request.
   • Choose who will take part of the Approval Flow.
     
      
3. Save and apply
   • Click Save to confirm changes.
   • The category immediately appears when users open a new request.
     
      

Tips or Troubleshooting

• Only Administrators or employees with permissions can change these settings.
• If employees cannot find Banked hours conversion when submiting a request, check that the category is enabled.

Best Practices

• Establish internal policies on when to allow conversions to paid overtime and communicate them clearly to employees.

Frequently Asked Questions

1. Do I need to enable subcategories for Banked hours conversion?
   No. This category does not have subcategories; just toggle it on.
2. Can I limit the amount of hours converted?
   Limits are handled during approval by the manager. There is no limit setting in the category itself.
3. How do I temporarily disable conversions?
   Slide the toggle to disable Banked hours conversion in the settings window. Employees will no longer see the option.