Time banks: how to use

Adding, modifying, deleting or finding a record

• Use the input screen menu bar or the "Action" menu.

Creating or modifying leave entitlement (vacation, sick leave, etc.) for a group of employees

• At the Plans: Time banks input screen, click  New to add or  Modify to modify a time bank plan.

Viewing the balance of a time bank for an employee

• Go to the "Balance" tab of the Time banks input screen.

Viewing the deposits and withdrawals (absences) of a bank for an employee

• At the Time banks input screen, select the desired bank and click  Details.

Giving special vacation entitlements to an employee

• Choose the "Rules" tab of the Time banks input screen.

Overriding seniority for one employee

• Choose the "Rules" tab of the Time banks input screen.

Recalculating the vacation entitlements for an employee

Annual entitlements (paid at the beginning of the year)

• At the Time banks input screen, click and select "Redo initial calculations for THIS year."

Monthly entitlements (paid each month)

• At the Time banks input screen, click and select "Recalculate totals based on detail."

Giving a vacation, sick leave, etc. plan to an employee

• At the Plans: Time banks input screen, click and select "Assign to eligible employees."

Paying out a time bank for an employee

• At the Time banks input screen, click and select "Termination wizard."