Edit time bank base period hours

When you create 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., the system displays the target hours by Base Period. Base Period is typically a seven-day period within the time frame of the time bank. You can modify the time bank hours for a specific or multiple base periods.

Before you begin

Create a time bank

Procedure 

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

  2. From the left pane, select the organization for which you want to edit the base period hours for a time bank.

  3. On the Time Banks screen, select the time bank for which you want to edit base period hours.

  4. Select Edit.

  5. From the Details grid, select the cell displaying the hours for that base period.

  6. Select Unlock base period and select Edit Period Hours.

    You can edit the time bank hours for multiple base periods at the same time. Highlight the group of cells, select Unlock base period, and select Edit Period Hours. The system updates the values for the selected base periods.

  7. Modify the hours for the selected base period.

    Valid values are integers or integers with a minutes value, in increments of 15. For example, 30:00, 30:15, 22:30, and 32:45 are all valid values.

  8. Select OK.

    The updated number of hours appears for that Base Period.

Time bank details

Create time bank intermediate period