Users can be allowed to bank overtime hours instead of being paid for those hours. Banked hours can be used when booking or entering time off. Banked time is accumulated against the Time Off in Lieu time off type.
Steps to enable automatic banking of Overtime hours.

  • Create an Overtime rule and enable the option “Bank if possible” against one or more of the rule’s conditions.
  • Assign the Overtime rule to the user.
  • Enable the permission entry “Choice of banking extra overtime hours” in the user’s permission profile.
  • Enable the “Time off in lieu” time off type in the user’s profile.

This will ensure that even if the user does not check the option “Bank overtime hours” in his timesheet, overtime hours will be automatically banked.

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