Banked Hours Transaction

The Banked Hours Transaction Report is an audit of accumulated, used and expiring banked hours for the period of time you designate.

Click image to view a sample report.

Key Information

Displays the Employee Name/ID, as well as the Starting Balance (the number of hours an employee has accumulated at the beginning of the report period), Hours Worked (the number of hours the employee worked during the report period), Banked Hours (the number of banked hours an employee earned during the report period), _Withdrawn Hours (the number of banked hours the employee used during the report period) Expiring Hours and the Ending Balance (the number of banked hours the employee had at the end of the report period).
Information is displayed by Division, Department or Job, or by Employee Name.

Option	Description
From Date/To Date	Determine the time frame for which you wish to see the banked hours information. Note that the From Date is not visible if Summary is selected.
Page Breaks	If selected, data for each division appears on a separate page.
Summary/Details	Summary—Displays data that covers a period starting six days before the date you enter as the To Date. Details—Allows you to select a From Date and a To Date, and view data for Other Hours and Bankable Hours. Bankable Hours = Worked Hours plus Other Hours that have been marked as "Include in Bank".
Filter by	Determine how you want the information to be displayed on the report. Data can be displayed by Divisions, Departments, Jobs or Employees. If you choose Employee, you will have the option to select Show All Employees. If selected, you will see all active and inactive employees in the list. If not selected, only active employees will be displayed.

To run the report:

Choose T&A from the Reports menu, click on Banked Hours, and select Banked Hours Transaction Report. The Options dialog box appears.
Enter the From Date (if visible) and To Date.
Determine if you wish the report to have page breaks, and if so, where.
Select Summary or Details. If you select Details, the From Date field will now be visible and you should enter the appropriate date.
Select Division, Department, Job or Employee from the Filter By drop-down.
Select the Division(s), Department(s), Job(s) or Employee(s) you wish to include in the report.
Click OK . The report is displayed.

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