Managing an employee’s banks

<< Click to Display Table of Contents >>

Managing an employee’s banks

Access: Employee file > Employee > Absence banks and leaves > Per employee > Absence bank balance

The Banks function shows the information concerning banks and attendance, for example, the list of banks, the balance, the entry and the bank’s last rate accrual.

hmtoggle_plus1Adding a bank

Things to remember

▪During a hiring, you do not need to create the banks in the employee’s file if the Automatic creation setting is activated on the Bank detail screen under the Accrual section. These banks will automatically be created during the company’s next payroll processing (Configuration > Pay > Basic parameters per company > Banks and leaves).

▪However, banks with the Automatic creation setting deactivated must be added manually.

▪Please note that once created, the bank automatically renews itself in accordance with the Basic parameters per company (Configuration > Pay > Basic parameters per company > Banks and leaves). It is therefore preferable to let the system perform the renewal rather than doing it manually.

1Click on Create a bank.

2Select the bank from the Bank scroll-down list.

3Enter the base year and the effective date.

4Under Modification history, you may enter a Modification reason.

5Click on Save.

Things to remember

▪Once you click on Save, the percentage related to the calculation of the bank’s accrual is displayed in the Accrual field at the top of the screen. This percentage is generated in accordance with the bank’s calculation parameters (Configuration > Pay > Basic parameters per company > Banks and leaves).

▪For vacation banks, the percentage comes from the % of bank accumulation section on the Display and % of bank accumulation screen (Employee file > Employee file > Absence banks and leaves > Per employee). See the Selecting the percentage of accumulation of an employee's vacation bank procedure.
hmtoggle_plus1Modifying a bank

1Select the employee.

2Under Bank list, click on the bank to modify.

3Modify required information.

The data entered in the Eligible field is not calculated in the bank’s total.

4Click on Save.

Things to remember

▪To modify the percentage related to the vacation bank increase calculation, go to the % of bank accumulation section on the Display and % of bank accumulation screen (Employee file > Employee > Absence banks and leaves > Per employee ). See the Selecting the percentage of accumulation of an employee's vacation bank procedure.
hmtoggle_plus1Deleting a bank

It is not possible to delete a bank if a transaction or transmission has been generated.

1Select a bank from the bank list.

2Click on Delete.

3Confirm by clicking on OK.

For more information

Absence banks and leaves – Additional information