The bank is a separate hour bank where overtime hours can be transferred instead of balance. This article explains how you can transfer hours from the balance to the bank and vice versa.
Moving hours from balance to bank
In order to move hours from balance to bank, both accruals need to be manually changed. Here are the steps:
1. Go to the person's calendar view and select the day you want to make the change for.
2. Create new event "balance change". Enter the value of the change as negative. For example, if you are transferring 30 hours from balance to bank, give -30 as the value for balance change.
3. You may also leave a comment for the event, to explain why hours have been deducted.
4. Save.
After this you see that on the day, the value you set to the change has been deducted from balance. Next:
1. Go to the person's calendar view and select the day you want to make the change for.
2. Create new event "bank change". Enter the value of the change as positive. For example, if you are transferring 30 hours from balance to bank, give 30 as the value for bank change.
3. You may also leave a comment for the event, to explain why hours have been deducted.
4. Save.
After this you see that on the day, the value you set to the change has been added to bank. The same steps can be taken to transfer hours to/from any accrual in use.