Assign time banks to employees

Assign time banks to employees, which allow employees to work longer hours during busy times and fewer hours during slower times. Employees bank hours when they work more than usual, and subtract hours when they work less than usual.

Before you begin

Assign rotations to employees

You can only add time banks to a work rule assignment on an organizational level for all campaigns (done using the Work Administration module). You cannot add time banks for a work rules Rules in WFM that determine how employees are scheduled, and reflect both the needs of the organization and the individual employees. assignment for a specific scheduling period only (done using the Forecasting and Scheduling module).

Procedure

From the Work Rules Assignment screen, expand Time Banks and select Add.
From the Time Bank Details screen, select the time bank Feature in WFM that allows employees to work longer hours during busy times and fewer hours during slower times. Employees bank hours when they work more than usual, and subtract hours when they work less than usual. you want to add to the work rules assignment and select Add Selected Time Bank.

You can only assign one time bank at a time to employees. The selected time bank is added to the work rule assignment.

A time bank shares the following three items with the organization to which the time bank is associated: day boundary, time zone and start day. It is not possible to assign a time bank to an employee if these items of the time bank do not match those of the organization to which the employee belongs.

If a time bank has been assigned to an employee, and then the employee is transferred to another organization that has a different day boundary, time zone, or start day, the time bank is automatically unassigned for that employee.

What to do next

Review and save assigned work rules