Edit a time bank

Edit a 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. for an organization.

Procedure 

1. Go to Work Administration. Under Work Rules, select Time Banks.

2. From the left pane, select the organization for which the time bank was created.

   Select the same organization displayed in the Organization column for the time bank to edit it. Otherwise, the Edit option is not available.

3. From the Time Banks screen, select the time bank you want to edit, and select Edit.

4. On the Time Banks screen, edit any relevant fields.

   If you modify the Target Hours, select Apply to update the Details grid.

5. Select Save.

   If you edit the Date Range, note the following:

   • New values are added or subtracted proportionately to all unlocked base period hours in the Details grid.

   • Intermediate periods are removed.

   • Base period locks are not changed.

   If you edit Target Bank Hours, the new value is added or subtracted proportionately to all unlocked periods in the Details grid.

Related topics 

Time bank details