What is the difference between Banked Hours and Cumulative Banked Hours?

When analyzing Banked Hours, it is important to understand the difference between the daily balance and the employee’s accumulated balance. These values may appear differently in reports because they do not represent the same type of analysis.

Banked Hours represents the bank result generated on a specific day within the period filtered in the report. It helps identify how much credit or debit an employee generated on specific dates.

Cumulative Banked Hours represents the employee’s accumulated balance within the Banked Hours period configured in the employee’s Pay Policy. This means the analyzed period does not depend only on the report filter, but also on the bank configuration applied to the employee.

Example:

• If the employee generated +01:00 in the bank on a specific day, this value may appear as Banked Hours.
• If the employee already had +08:00 accumulated in the configured bank period and generated another +01:00, the Cumulative Banked Hours may show +09:00.
• For this reason, simply adding up the Banked Hours values shown in a report may not represent the employee’s actual accumulated balance.

How to analyze the Cumulative Banked Hours

To check the employees’ Cumulative Banked Hours:

1. In the Reports menu, click Hours Bank.
2. Select the employees you want to analyze.
   • You can search for a specific employee;
   • select a group through the Company Structure;
   • or select All employees.
3. Define the period you want to check.
4. Click Generate to view the report.
5. Use the columns icon to add complementary information, such as Rates, Adjustments, and other available data.

When analyzing the balance, always confirm that you are comparing the same information. The total Banked Hours in the filtered period may be different from the Cumulative Banked Hours, because the accumulated balance considers the Hours Bank period configured in the employee’s Pay Policy.

Example:

• The report was generated from 03/01 to 03/15;
• The employee’s Pay Policy considers a monthly Banked Hours period;
• In this case, the Cumulative Banked Hours may consider the balance from the configured bank period, not only the sum of the days displayed between 03/01 and 03/15.

What to check when comparing balances

Before comparing bank values between reports, employees, or access profiles, confirm:

• Which report is being analyzed;
• Which column is being used for the comparison;
• Which period was filtered;
• Which Pay Policy is applied to the employee;
• Which Banked Hours period is configured in that Pay Policy;
• Whether the compared employees use the same bank configuration.

This validation is important because employees in different Pay Policies may have different bank periods. In these cases, the Cumulative Banked Hours may be calculated based on different periods.

Frequently asked questions

1. Are Banked Hours and Cumulative Banked Hours the same thing?
   No. Banked Hours shows the bank result generated on a specific date or period. Cumulative Banked Hours shows the accumulated balance according to the Hours Bank period configured in the employee’s Pay Policy.
2. Why can the total Banked Hours be different from the Cumulative Banked Hours?
   Because Banked Hours represents movements from the analyzed period, while Cumulative Banked Hours considers the bank period configured in the Pay Policy. For this reason, the sum of daily values will not always match the accumulated balance.
3. How can I know the correct Cumulative Banked Hours for an employee?
   Access the Hours Bank report, select the employee, generate the report, and check the available balance columns. To interpret the information correctly, also confirm which Hours Bank period is configured in the employee’s Pay Policy.
4. Does the period selected in the report alone define the Cumulative Banked Hours?
   Not necessarily. The Cumulative Banked Hours considers the Hours Bank period configured in the Pay Policy of the analyzed employee.
5. Can I compare the Cumulative Banked Hours of different employees?
   Yes, but you must check whether they are in the same Pay Policy or have the same Hours Bank configuration. If the settings are different, the balances may consider different periods.
6. What should I check when the balance viewed by a manager is different from the balance viewed by
   HR?
   Check whether both are looking at the same report, the same column, the same period, and the same employees. Also confirm whether the employee is in the expected Pay Policy and which Hours Bank period is configured.