View time banks for a scheduling period

You can view time banks that are assigned to a specific employee for a specific scheduling period.

Before you begin

Create a time bank or Import time banks
Assign the time bank to the relevant employee - see Assign time banks to employees

Procedure

Go to Forecasting and Scheduling. Under Employees, select Time Banks.
From the Campaign field, select the campaign Collection of scheduling periods in WFM, which are defined time periods where specific employees target specific workloads. for which you want to view time banks.
From the Period field, select the scheduling period for which you want to view time banks.
From the employee list, select the employees for whom you want to view time banks for the selected scheduling period.

The time banks are displayed in the right pane for the selected employees.
View the values for each period level:
- Base Period: Displays values for a 7-day period (typically) within the defined time frame of the time bank. The system divides the target hours for the time bank by the number of days defined in the time frame of the time bank. It then populates each Base Period with that number for the days in the period. Figures are rounded to the nearest 15 minutes.
- Time Bank: Displays values for the entire time frame of the time bank:
View and understand the values:
- Target: Set number of hours for the time bank.
  
  For Time Bank, the Target is the total number of hours for the time bank. For Base Period, the Target is the total number of hours for the time bank divided by the number of base periods. It is a read-only value and defined when creating or importing the time bank.
- Paid: Number of hours worked and used from the time bank. If manual adjustments have been made to this value, an asterisk (*) appears after the value accordingly. For example: 37.40* indicates that the Paid value includes the number of hours worked in shifts and manual adjustments.
- Balance: Paid - Target = Balance. You cannot edit this value directly. When you edit the Paid values, the Balance recalculates accordingly. When the Balance is positive, the cell color is green. When the Balance is negative, the cell color is red.
Note the following about viewing time bank hours:
- If you are viewing the current period, you can view values for Target, Paid, and Balance. If you are viewing a future period, there are only Target hours. Paid and Balance have no values, as the employee has not started using the time bank hours defined for the period.
- A number displayed in parentheses after a date on the date line indicates a partial week and the number of days in that partial week. For example: 12/31/2019 (2) indicates it is a partial week that only includes two days.
- When a shift Work period in WFM that has a definite length. assignment spans a base period boundary, the following rule is used in counting the scheduled hours:
  - If the start date is in the base period, the whole shift length is counted toward that base period. Otherwise, it is not included at all for the base period.
  - If one time bank ends and another time bank starts in the scheduling period, the time bank shown depends on the navigation context. As you navigate day by day, the time bank grid is repopulated with the time bank that covers the current day. If you navigate week by week, the grid is repopulated with the time bank that covers the first day of the current week.

What to do next

Link employees to the scheduling period