Managing Banked Hours for Other Staff Members

Compensatory time that staff members have banked or used can be recorded in the Staff - Banked Hours window. Your firm must activate banked hours on the Time Capture Options window to use this option.

Before you can manage banked hours for other staff members, you must be assigned the banked hours functional right. See Managing Group Functional Rights for Practice for information about assigning rights.

Note: Individual staff members can also manage their own banked time from Time Capture. See Managing Your Banked Hours for instructions.

To manage banked time for a staff member, do the following:

1. Open the profile for the staff member.
   1. Open Dashboard, click Application Links on the navigation panel, and then click Staff Manager under Staff.
   2. Select the check box for the staff member you want to edit, and then click Open. You can also right-click a staff member in the grid and select Open.

   Note: If you need to make changes for multiple staff members, you can use the Update Multiple > Individually option. For more information, see Editing Staff Profiles.

2. Click Practice > Banked Hours on the navigation panel.
3. Do any of the following as needed:
   • Add banked or used time.
     1. Click New.
     2. Enter details for the banked or used time on the Banked Hours window.

        Field	Description
        Date	Enter the date the hours were accrued or used.
        Type	Select the type of hours you are entering: Bank. Hours banked or accrued. Used. Banked hours that have been used.
        Hours	Enter the number of hours banked or used.
        Description	Enter a description to add a comment to the entry, if needed.

     3. Click Save & New if you need to add another entry, or Save & Close to save and exit the window.
     4. Click Save to save your changes and continue working in the window, or click Save & Close to save your changes and exit the window.
   • Edit banked or used hours.
     1. In the grid at the bottom of the Staff - Banked Hours window, select the row you want to edit.
     2. Click Open.
     3. Edit the information as needed.
     4. Click Save & Close.
   • Delete banked or used hours.
     1. In the grid at the bottom of the Staff - Banked Hours window, select the row you want to delete.
     2. Click Delete.
     3. Click Save & Close.