Time can be banked only when using the timesheet, in conjunction with the overtime rule in Web TimeSheet. However, to bank time using only the Time Off feature of Web TimeSheet, follow the steps given below:

  • Log into Web TimeSheet as an administrator.
  • Select Administration from top menu bar.
  • Select System Preferences from the left pane, under the System category.
  • Go to the Time Off section, under the General tab and ensure that the Minimum amount of time off required in bookings is set to <None>.
  • Click Save.

Create a new Time Off type in Web TimeSheet and assign the new Time Off type to users who bank time.

  • Refer to the Related Items section in this knowledge base article below, to review information on how to add a new Time Off type and how to assign the new Time off types to existing users in Web TimeSheet.

To bank or deposit hours from the Time Off Calendar, follow the steps given below:

  • Log into Web TimeSheet as the user.
  • Select the Time Off tab from the top menu bar.
  • Click the Book Time Off button.
  • Choose the newly created time off type from the Time Off Type drop-down list.
  • Provide a Start Date and End Date for the time off booking and ensure to choose Partial Day instead of a Full Day time off.
  • In the Hours field, the hours that need to be banked will have to be entered by a negative value.
  • Click Submit.

Note: If a user needs to bank 5 hours, then enter -5 in the Hours field.

To withdraw the banked hours, follow the steps given below:

  • Select the Time Off tab from the top menu bar.
  • Click the Book Time Off button.
  • Select the same time off type against which the 5 hours were banked earlier, from the Time Off Type drop-down list.
  • Provide a Start Date and End Date for the time off booking and ensure to choose Partial Day instead of a Full Day time off.
  • In the Hours field, enter the hours that you need to withdraw.
  • Click Submit.

 

Related Items:

How to create a new Time Off type?
How to assign new Time off types to existing users in Web TimeSheet?