This article provides step-by-step guides for best practice workflows used by System Administrators, Scheduling Managers, and Schedulers when managing Leave Bank.
The Leave Bank automatically keeps track of leave-related transactions such as:
- Withdrawals (taking a leave)
- Deposits (banking hours worked or receiving a yearly allotment of available hours)
Users can view these transactions along with information about their current balance.
Banking Hours from Edit Shift
USE CASE: For scenarios where an employee is working an overtime shift and the organization allows employees to add worked overtime shifts toward a bankable leave.
- From the Manage Schedule page, scroll down to the Employee List section.
- Select a shift to view the Edit Shift window.
- In the Bank Overtime section, select an eligible leave code.
(codes where Allow banking of worked Hours has been enabled) - Enter the Hours Banked, click Add, then Save at the top of the page.
Viewing Banked Hours
- From the Manage Schedule page, scroll down to the Employee List section.
- Click the name of any employee to launch View Employee Info.
- Select the Leave Bank tab to view the balance.