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How do I adjust my employees' hour bank balance?

The hour bank balance can be adjusted in hours to correct differences, load an initial balance or recognize hours worked outside the usual record. You can do it individually, one employee at a time, or in bulk with an Excel template.

To adjust balances you need the Manage vacations and permissions permission. If you haven't set up the hour bank yet, see How do I set up the Hour Bank?

  • Individual adjustments are made from the Management section of Time off, in Humand App or Humand Web.

      1. Go to Apps → Time off and tap the Management tab.
      2. Tap Balances to see each employee's available and used time.
      3. Tap the three dots ⋮ next to the employee and select Adjust available time.
      Hour bank balance report in the Management tab of Humand AppOptions menu with the Adjust available time option
      1. In Adjustment type, choose Add or Subtract and enter the number of hours. Decimals are allowed: for example, 0.25 equals 15 minutes.
      2. If you want, link the adjustment to a past Cycle and add a description in Observations.
      3. Check the resulting available time shown on the screen and tap Apply.
      Available time adjustment form with the Subtract adjustment type and 1.5 hoursBalance report with the available time updated to 2.5 hours
      1. In the side menu, go to Time off → Management.
      2. Click the Balances tab.
      3. Click the three dots ⋮ next to the employee and select Adjust available time.
      Balance report in Humand Web with the employee menu open and the Adjust available time option
      1. In Adjustment type, choose Add or Subtract and enter the number of hours.
      2. If you want, add a description in Observations.
      3. Check the resulting available time and click Apply.
      Available time adjustment panel with the Add adjustment type, 8 hours and the resulting time

    The new balance shows up right away in the Available time column of the balance report.

  • Bulk adjustments are made from the Admin Panel and apply the changes in a template to every employee included.

    1. Go to admin.humand.co → Time off and open the Bulk adjustments tab.
    2. Click Bulk balance adjustment.
    Bulk adjustments tab with the Bulk balance adjustment option
    1. Click Download template and fill in one row per employee:
      Column What to enter
      User The User field from the employee's profile (for example, their email or ID number).
      Operation Add adds hours to the balance, Subtract deducts them and Set replaces the current balance with the value you enter.
      Amount The number of hours to add, subtract or set.
      Accreditation year (optional) Links the adjustment to a past cycle.
    2. Click New bulk upload and upload the completed template.
    3. In Policy, select your hour bank policy (in the example, Bolsa de horas).
    4. Click Process.
    Bulk balance adjustment panel with the template uploaded and the Bolsa de horas policy selected

    The upload appears in the History. Click Update to see its status: when it shows Completed, the balances are already updated.

    Bulk balance upload history with an upload in Completed status

    The template can have up to 2000 rows and no cell can exceed 255 characters.

    For more details on bulk balance uploads, see How do I make a bulk balance adjustment?

Adjusting the hour bank balance lets you keep each employee's accumulated time up to date, so their time-off requests are always deducted from the right balance.

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