Overview
This guide explains how users can seamlessly move banked hours between different leave types to ensure employee balances accurately reflect company policy and internal adjustments.
Permissions
You will need the permission Manage Leave Types set on Global and Manage All Employee Data set on the employee(s) whose leave entitlements you need to change.
How to Move Banked Hours
- Go to the People and search for the employee's name.
- Click on the Leave tab within the employee's profile.
- Click on Edit Leave Breakdown.
- Select the relevant Banked hours leave type from the drop-down menu.
- Click on the Transfer Banked Hours dropdown and select + Transfer Banked Hours.
- Select the Leave Type the hours will be transferred to and the number of hours.
- Click Save Changes.
Banked hours may only be transferred to other leave types that are configured to allow banking.