If you ever want to view your historical time bank data, you can use the Time Bank Usage Report. It comes in two “flavors”, one being the Statement View, the other being the Month-by-Month View. Each offers it’s own benefits.

 

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Location: User Dropdown -> Time Bank Usage Report  --OR--  Admin -> Reports -> Time Bank Usage Report.

 

Select the user and date range you wish to see info for, then click “Generate Report”. Admins can view this report for anyone, while Supervisors and Basic Users can only view their own.

 

 

 

Statement View

This view functions similar to a real-life bank statement, with each transaction listed, the date it affects, the date it was approved, and a running total.

 

 

Note how you can click between each respective bank’s statement above the statement itself. The value shown inside these buttons is that banks current balance.

 

If you’re an admin, you will see a “Create Adjustment” button above the statement as well. This allows you to apply manual adjustments to someone’s time bank. This can be useful if a user wants to payout/liquidate their banked hours as pay, or perhaps their balance was inaccurate due to some other payroll confusion, you could subtract/add hours here as appropriate. You can even backdate the adjustment, so that it becomes retroactive.

 

If you’d like to export the statement on screen, click the “Export PDF” button just below the “Statement View” button.

 

 

Month-by-Month View

This view aims to give you a broader sense of how someone is utilizing their time bank(s). Rather than listing the specific details of each transaction, it will display a calendar-like view of multiple months at once. Anytime the selected user takes time off, the same color coding you see on your Calendar Tab will be applied that date on the Month-by-Month view. It will also indicate regular hours worked as well as OT, but only time off types receive the color coding in this view.

 

• e.g. Let’s say you’ve customized the “Sick” time off type to have a red background on the Calendar Tab. This same red color will be applied to that date/cell on the Month-by-Month view as well.

 

If someone has a fragmented day (perhaps they worked 4 regular hours and 4 OT hours), both of these values would appear in that single cell on this view. The cell would list “4.0 REG; 4.0 OT”. Regular Days Off (RDO’s) will also be listed in the same style/color as the Calendar Tab. In our example, the site uses a blue background to indicate RDO’s.

 

All of these things work in concert to paint a broader picture of how someone is leveraging their time bank(s). It’s also a great way to identify potential bank abusers. Rather than scouring a dense, detailed Statement View for usage patterns, you can instead use the Month-by-Month view to visually determine usage patterns. If you see that someone is taking PTO every 3rd Friday, it would allow you to plan ahead and offer an extra shift to the other officers well beforehand, avoiding any potential staffing level issues.

 

Above the calendar/grid, you will see a small table of values. The table is listed in the following order:

 

• Regular Hours
  • The total number of regular hours that user was scheduled for in the selected date range.
• Time Off
  • The total number of time off hours that user was scheduled for in the selected date range.
• OT
  • The total number of time off hours that user was scheduled for in the selected date range.
• Time Bank Changes
  • Includes the current balance for the selected user’s respective time banks, as well as the the net change of those balances in the selected date range. The net change is listed in parentheses.