Pay banked hours

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  • Updated 2 years ago
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Hi!

We've got our Gen3 configured to bank hours over 40 per week with pay code Time-off (x1.00).

Our users bank time and they may choose to spent it (using the time off in lieu) or be payd for it.

My question is:

What is the best way to adjust their banked time balance (time off in lieu)?

Example: 
User X has 15h banked (time off in lieu balance)
He got paid for 5h
Is final balance should be set to 10h.

Thanks for any help.

Regards,
Nuno
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Nuno Ferreira, Champion

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Posted 2 years ago

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Aashnee Kamboj, Community Moderator

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Hi Nuno,

We can suggest that based on your level of permission book a time off for the user on a certain weekly off to deduct the amount using the time off in lieu. 

Though we understand that the suggestion doesn't completely resolve your issue, we will also have our Product Management Team review this once.

Thanks,
Aashnee Kamboj
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Nuno Ferreira, Champion

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Hi Aashnee,

Sometimes this is not feasibly since common users cannot add more than 8h time off per day.
I, as an administrator, can book more than that, but regardless that this kind of change will impact on timesheet total time.

Thanks,
Nuno
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Karen Chao, Product Manager

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Hi Nuno,

There isn't a great way to handle this scenario in Gen 3. In addition to Aashnee's suggestion, you could also modify the employee's policy as well to account for the change in balance. 

We are working on launching a newer version of the product that will take care of this exact scenario. So please stay tuned. 

Thanks, Karen
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Nuno Ferreira, Champion

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Hi Karen,

Here's an example of what can happen if I modify the policy:
The user has 10 banked hours today and was paid for 8 of them. 
I add a new policy so that the balance is set to 2h (10 accrued - 8 paid).
The user edits last week timesheet that has a total time of 50h (10h banked) and submitts it with only 40h.
He "lost" the banked hours but since I've set up a new policy for him, he "gained" 2h balance.

Thanks,
Nuno
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Nuno Ferreira, Champion

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Hi Aashnee, Karen,

Thanks for the feedback. 

I'll be waiting for the update!

Cheers,
Nuno