Tracking your bank adjustments and balances
Looking for information on our overtime banking feature?
For information on using our overtime banking functionality, refer to Tracking your bank adjustments and balances.
A bank is a deposit of accumulated work time that is assigned to a user that they can use to take time off.
You may be assigned one or more banks, each with its own bank rule, which is used to calculate whether banked hours are added to your assigned banks.
For example, you may be assigned a bank rule that accumulates any hours you work above your scheduled hours in a bank.
Refer to Setting up banks for more information.
Viewing your bank balances
To view your bank balances, go to My Replicon > Banks.
This tab shows your assigned banks. For example, in the image below, the bank is called Above scheduled.
The table for each bank shows its adjustment history, and its current balance. You can use the filter at the top of each table to adjust the date range in view.
Viewing your pending bank adjustments
You may also have a component on your timesheet that shows the adjustments that will be made to your bank balances, based on the hours recorded in your timesheet.
Remember that your adjustments are calculated based on the bank rule or rules assigned to you.
FAQs
Are bank balances updated when you record time in your timesheet, or when you submit a timesheet?
The bank script in use determines when bank balances are updated.
Related topics
Setting up banks
Entering time in a timesheet
Booking time off
Time off tour
How do I edit or delete a time off booking?
