A Time Bank Run is used to update employee time bank records. The time bank must be of the 'accrual' type. In other words, employees earn time based upon how many hours they have worked. You may want to do a Time Bank run after each pay period to keep the information up to date or maybe once every month etc. How and when you do a Time Bank run is entirely up to you. (The more frequent, the better!)
Follow the procedure outlined below to complete a Time Bank Run.
Check the box labeled 'Create New Time Bank Records File'.
Select the employee to include in the time bank run.
Select the Time Bank from the drop-down list.
Enter the date range to include. ETP will look at how much time the employee has worked in the date range specified and then calculate the amount of Time to add to the bank.
Click the OK button to begin the Time Bank Run.
Once the time bank run is completed, the new values generated can now be manipulated if required.
Check the box labeled 'Edit Time Bank Records' and click the OK button. The Edit Time Bank Records window appears:
The choices here are ADD, EDIT, or DELETE records. When the ADD/EDIT buttons are clicked, the following window will appear:
To add a record, click the ADD button, enter the required information in the pop-up window, and click the OK button to save the information.
To edit a record, select the employee from the drop-down list, then click the EDIT button. Make the necessary changes and click OK to save the information.
NOTE: you can select a record to edit by double clicking the record!
To delete a record, highlight the record and click the DELETE button.
Click EXIT to return to the Time Bank Run window:
To Preview the Time Bank Audit List generated by ETP, check the appropriate box and specify whether you want to preview the report or actually print a hard copy of the report.
The final step in the process is to POST the Time Bank Records to update the databases.
Put a check in the box labeled 'Post Time Bank Records'
Click the OK button.
When the posting is complete, the message box below will appear:
Click OK to finish the process, then Exit the Time Bank Run window. To check that the increases are in place, go into the Employee's profile and check the time bank values.