Overtime and Time Off in Lieu

Overtime and Time Off in Lieu


LeaveWizard supports recording Overtime and requesting Time Off In Lieu (TOIL). This works by choosing to enable Overtime and configuring one or more leave types to allow requesting TOIL. If the request does not ask for TOIL then it is recorded as overtime and can be used in an overtime report. When an overtime request also asks for TOIL and is approved then the requested number of days/hours is added to the employee's allowance for the selected leave type and the current year however it does not affect the allowance that will be used for carry overs into the next year.
 

Enabling Overtime

To configure Overtime use the Administration menu and select Settings.
 

Make sure the Enable Overtime option is selected and then click Submit to save your changes.
Once you’ve completed this step employees will be able to request Overtime but not ask for TOIL.
If you are not interested in TOIL skip the TOIL section to read more about requesting and the overtime report.
 

Setting up TOIL

To enable TOIL one or more leave types must be configured to accept TOIL for overtime requests. You can do this from the Event Types and Allowances set up page. Edit the event type that you wish to change and you will see a screen like the screenshot below.
 

 
Ensure the Enable Time Off in Lieu option is turned on and then click the Submit button to save your changes.

Requesting Overtime


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”.


Overtime and Toil report

Logged in as Administrator when Overtime is enabled on your dashboard you will see the Manage Overtime Requests button as highlighted in the screenshot below.
 

Clicking the manage overtime requests button will take you to the list of overtime requests.
 

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On this page you can filter the requests to cover different period, or workgroup or employee or leave type. You can also Approve,Reject or Cancel a request and you can export to a CSV file which you can then use with MS Excel or other spreadsheet software.

General

  1. Setting up hours based leave for part-time workers
  2. Resetting your password
  3. Verifying status of a leave request
  4. The Administrator Dashboard
  5. The Line Manager Dashboard
  6. Reports
  7. Manage Leave Restrictions
  8. Work (Shift) patterns
  9. Setting up LeaveWizard–Summary
  10. Event types in depth
  11. Setting up LeaveWizard – Public Holidays
  12. Setting up LeaveWizard – Approvers
  13. Setting up LeaveWizard – Event types and Allowances
  14. Setting up LeaveWizard – Organisation and users
  15. Setting up LeaveWizard – Basic settings
  16. Monthly Allowance Reports
  17. Restrict who can request specific leave types
  18. Recording leave in hours
  19. Location specific Public Holidays
  20. Showing and hiding allowances and leave details
  21. Carry overs explained
  22. Allowing events to be recorded on non-working days
  23. Allowing events to be requested in the past
  24. How to allow or disallow users editing requested events
  25. Setting your default company leave year
  26. LeaveRestriction user groups
  27. The Bradford Factor
  28. Overtime and Time Off in Lieu
  29. Leave Visibility and Leave Type Visibility groups
  30. How is my billing information processed?
  31. Subscribing to a paid plan
  32. How can I view my account details
  33. How to manage room bookings
  34. How to share your company calendar
  35. Outlook and Google Calendar Integration
  36. Specifying someone to cover leave
  37. Alternative Work Patterns
  38. My Settings
  39. Cancelling leave
  40. I want to book a period of leave that incorporates a bank holiday. How do I stop this day from being deducted from my holiday allowance?
  41. Recording absence
  42. Base Leave Types
  43. Changing your password with LeaveWizard
  44. Approving or Rejecting Leave
  45. Leave Charts and Calendars
  46. Requesting leave
  47. Configuring allowances
  48. Performing a bulk upload
  49. Tracking appointments in LeaveWizard
  50. How does LeaveWizard Calculate Holiday Entitlement
  51. How to include bank holidays in the holiday allowance, then book these as a bulk booking for all the company
  52. Mandating leave requests in advance

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