Create time bank intermediate period

You can view the total number of time bank Feature in WFM that allows employees to work longer hours during busy times and fewer hours during slower times. Employees bank hours when they work more than usual, and subtract hours when they work less than usual. hours for multiple base periods by creating intermediate periods. Intermediate periods show the target hours for periods that are longer than the weekly base periods, but shorter than the whole time bank period.

Example: Create intermediate periods for a time bank

You create a time bank for one year, with base periods of a week each throughout that year. You want to view the total time bank hours for each season: Winter, Spring, Summer, and Fall.

Therefore, create the following intermediate periods:

January 1-March 31 (Winter)
April 1-May 31 (Spring)
June 1-August 31 (Summer)
September 1-November 30 (Fall)

Before you begin

Create a time bank

Procedure

Go to Work Administration. Under Work Rules, select Time Banks.
From the left pane, select the organization for which you want to create an intermediate period for a time bank.
On the Time Banks screen, select the time bank for which you want to create an intermediate period.
Select Edit.
Select the cell displaying the base period from which you want to start a group, select , and select Create Intermediate Period.
From Start, verify the period from which you want to start the intermediate period. You can change the period by selecting it from the drop-down list.
From End, select the period until which you want to end the intermediate period.
Select OK.

The system adds the Intermediate Period row after Base Period. It displays the total target hours for the selected group of base periods for those dates.
After you create an intermediate period, you can do the following:
- To edit a specific intermediate period, select the cell, select , select Edit Intermediate Period, and edit the period accordingly.
- To remove all intermediate periods at once, select the cell, select , select Clear Intermediate Periods. All intermediate periods are removed from the Details grid.