Setting Up Custom Time Off Banks(in progress)

Creating custom time off banks allows administrative users to further customize the way employee time off is categorized and stored within employee profiles. Administrators will be able to add custom time off banks by creating and configuring a new, unique earning code and updating employee classes.

Important things to note:
The custom time off banks setting is not enabled by default within ESO Scheduler. If you are unsure that you have this setting enabled, please contact support. We will be more than happy to enable the feature for you!

Add a New Earning Code:

First, you will need to define a unique earning code to be associated with the custom time off bank.

1. Navigate to Administrator > Keywords
2. Select "Earning Codes" from the Keyword Lists drop-down
3. Enter a Keyword Value to identify the earning code by
4. Enter a Descriptor to further define the earning code
5. Enter a number for the Sort Order
6. Click the green 'Add' button
7. The new earning code should now display in the keyword list as shown below

Define a Custom Time Bank:

Next you will need to define your custom time bank.

1. Navigate to ESO Scheduler > Payroll > Configure Payroll> Configure Earning Properties
2. Select "Timeoff (Other)" from the Item Type drop-down
3. Select the earning code that was created in 'Keywords' from the Earning Code drop-down
4. Configure the buttons to meet the needs of the custom time off bank
5. Add a Schedule Description which will act as the name of the custom bank
6. Check the box next to "Make available as a custom time off bank"
7. Click the green Add button
8. Under the "Time-Off (Other) Earning Code Properties" section, the new earning code should now display with a summary of the configured properties

• 'Paid' indicates whether or not the Earning Code will show in the payroll file as paid hours. 
• 'Pays Overtime' indicates if the hours for this Earning Code will count towards Overtime. 
• 'Requestable' indicates if employees can request this Earning Code within time off requests or by the green 'Enter Time' button on their timecard. 
• 'Hide From Employees' allows you to hide the schedule item from schedule views when used. 
• 'Show Qualification' allows you to list the 'Schedule Description' in place of the qualifications in the schedule views. The qualification, however, will still be listed in the schedule item and can be viewed through reports, or when being edited. 
• 'Ignore Schedule Conflicts' allows you to schedule an employee for more than one shift at a time. 
• 'Schedule Description' is how this Earning Code will appear to employees requesting time off or requesting to add time to their timecard. This will also be used if the 'Show Qualification' option is chosen. 

Add The Custom Time Bank to Employee Classes:

Finally, add the custom time bank to any applicable employee classes.

1. Navigate to ESO Scheduler > Payroll > Configure Payroll > Configure Employee Classes
2. Click the name of an employee class for which you want to add the custom time off bank to
3. At the bottom of the form, under Custom Banks, select the custom bank that was created in the previous step from the Available Banks drop-down
4. Click the green 'Add Bank' button
5. The custom time off bank should now display with a red "X" below the Available Banks drop-down
6. Lastly, click the blue 'Update' button

Once you have added the custom time off bank to the appropriate employee class(es), check your employees profiles. Please keep in mind that your employees will only have access to the custom time off banks listed within their assigned employee class!

One last note:
Custom time off banks can be set up to accept automatic accruals and deductions. If this is something that you are interested in, please contact support for further assistance.