How to update the time bank for multiple employees

Managing the time bank balance of multiple employees simultaneously can be a challenging task, but with the batch write-off functionality, the process becomes practical and efficient. This option allows you to zero out the total time bank balance of multiple employees simultaneously, starting new time bank cycles and ensuring faster and more organized control.

In this article, you will learn how to use this feature to manage the balance of multiple employees, optimizing the management of banked hours in your company.

⚠️ Warning:

Before processing the time bank reduction, we recommend that you generate the time bank report(s) beforehand. By default, after the reduction, the bank is reset to zero and the time bank balance history will not be displayed in the system. To ensure that this data is stored and can be consulted later, generate reports that provide this information. These include: R01, R02, R10, R21, R29, and R30.

Step by step:

1. Access the module

In the top menu of the Management website, click on "sheet" . Then, select "quick changes ".

2. Fill in the filters.

• First, select whether the filter will be based on workplaces, employees, employers, or groups.
• Below, select the employees who should receive the leave of absence.
• In the "Start Date" and "End Date" fields, enter the same date . This will be the effective date for the write-off. All accumulated time bank balances up to this date will be reset to zero in the system, marking the end of the previous cycle. From this date, a new time bank cycle will begin, while the zeroed balance will be recorded exclusively in the write-off history.

3. Access the corresponding section and complete the process.

Below the filters, select the time bank

• In this section, you will see the option to consider (including) the date of the termination in the calculation of the time bank termination. Activate this if you want to include the time bank balance from the termination date in the calculation. With this, the new time bank cycle will begin on the day following the date specified for the termination.

If this option is not enabled, the previous cycle will close on the day before the low, and the new cycle will begin on the day of the low.

• Finish by clicking save .

4. Check the download

Please wait for your order to be processed and finalized. Track the process using the bell icon next to the Pontotel logo in the top menu. Once the process is complete, the payment will be processed.

• You can check the employee's timesheet (timesheet ⮕ timesheets), and also in the time bank management system (time bank management ⮕ time bank).

The collective write-off feature allows you to quickly reset previous balances and start new cycles, ensuring clearer and more structured control. Use this tool whenever necessary.

If you need further support, contact our team via WhatsApp . We're ready to help!

Updated on: August 8, 2025