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This report will display the records from the Details tab in the Personnel / Time Bank menu. You may select which columns to include. There is a maximum column limit.
You may include the Accrual Rule Level to indicate the level status for each employee for a given bank, based on seniority. You may also include the Accrual Rule Value associated with each level. For example, for her vacation bank, Sara Chan may be at Accrual Rule level three (3), based on her seniority hours or hire date, which represents an Accrual Rule Value of 6% each time her bank is updated.
Example output: .
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Using selected columns for reporting, this report will provide a detailed break down of the employee’s time banks and can include items such as Earned Time, Taken Time, Balance, Residual, Liability ($) etc. for each bank.
Use the OESA / Expanded Form in the bank section to print OESA details.
Example output:
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You can report on time bank liability. This value represents the amount owed to employees in their time banks, including any future time not yet taken that has already been removed from the bank but not yet paid out.
Time Bank Liability with Employee Details
Under the Report section (bottom right), select Employee Time Bank along with the appropriate Liability fields from the drop-down menu shown below. You can then choose the desired liability date details from the three (3) options under the Liability Calculation By section highlighted in yellow below.
Select the required liability dollar options if your time banks are configured to use the dollar fields (examples are highlighted yellow below).
When configuring your time banks, choose the appropriate liability options. Select one of the two Dollar options only if your banks are configured to use dollar values. If your configuration uses hours and employee rates (but not dollars), the report will still display the total dollar liability by multiplying the hours owed by the employee’s hourly rate. In this case, you only need to select the Hours option. If employee rates are not tracked in the system, liability will be displayed in hours only.
Under the Liability Calculation By section, choose from one of the following options:
Today Select this option to base your total liability on the current day bank balance, including future time off requested after the current date.
Start Select your start date from the Select Dates section on the left. Liability is calculated based on the current day bank balance and includes any future time taken after the selected start date. For example, if today’s date is January 15 and the selected start date (top left) is December 31, and the current bank balance is 40 hours, the system will also include any time taken after December 31. If 16 hours were taken (two 8-hour days), the total reported liability will be 56 hours.
History as of Start Select your start date from the Select Dates section on the left. Liability is calculated based on the balance on, or closest to, the selected start date and includes any future time taken after that date. For example, if the balance as of December 31 is 40 hours and two days are requested after December 31 totaling 16 hours, the total reported liability will be 56 hours. Any future days requested before December 31 (for example, a request approved on Dec 30th for a day off Jan 2nd) are not included in the adjustment, as they are already reflected in the December 31 balance.
Total Time Bank Liability
To report total time bank liability, select the option below. This option combines all employees’ liability values and displays the total liability in dollars by bank.
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This report may be used with both standard and OESA Banks, however, not with Expanded Form selected. Set the report Options / General tab and set the Preview As option to Special. To run the report, click on the Preview icon.
The Excel CSV file will be displayed in the bottom left corner.
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