Overtime and Time Off in Lieu
Setting up TOIL
Once you have enabled Overtime all employees will be able to request overtime events. This can be done from the Dashboard – the example below shows the Employee dashboard.
Clicking the Request Overtime button will bring up a form like the one below.
You need to specify the date as well as how many days/hours you would like to request. The pay rate value on this form can be used for reporting purposes when the pay rate for overtime is different from the usual rate. If you have leave types with TOIL enabled you will be able to select the Request TOIL option and choose a leave type from the drop down. The “In hours” option filters the leave type drop down based on whether the leave type is with hour or day based allowance. When you are ready click Submit to send your request.
If you are requesting TOIL the approval will be sent to your usual approver for the selected Leave type. When no TOIL is used or selected and your team lead is your usual approver then the request will be sent to your team leader. If the team lead is not your approver and no TOIL is selected then the request will be sent to your Administrator, For overtime and TOIL requests only one approval is required.
Requesting Time Off in Lieu
When an employee wishes to use their time off in lieu, they can simply use the "Request Leave For Me" option on the dashboard.
If you have set up a separate leave type for the time off in lieu then they would simply select this from the drop down list when requesting the leave:
Setting up who approves overtime
When it comes to who should receive overtime requests for approval there are two options. By default Administrators will receive all overtime requests however it is possible to change this option and allow team leaders or approvers to receive overtime requests for approval.
To modify this option, whilst logged in as an Administrator, go to “Administration | Settings” then change the “Send overtime requests to” option from “Administrators” to “Team Leaders/Approvers”.