Assigning defined reasons to an overtime and TOIL type

This guide has been created for system administrators.

Specific role permissions may be required, including: Overtime and TOIL setup.

Overview:

The edays system allows for the creation of both Overtime and TOIL (Time off in lieu) records. This enables time that users have worked over their standard working hours to be recorded in edays. Each Overtime or TOIL record created in edays is attributed to an overtime or TOIL type.

This guide provides the steps required to assign defined reasons to an existing overtime or TOIL type.

Step-by-step guide:

1. Navigate to: Admin > Global > Overtime and TOIL set up*.
2. Identify the Overtime / TOIL type to update by either browsing or using the search filter at the top of the page.
3. Press the "Edit" option on the Overtime / TOIL type that requires updating.
4. Locate the "Defined reasons" setting.
5. Click in the value box and assign one or more reasons for the current Overtime/TOIL type.
6. Click the "Save" button at the foot of the page.

*Depending on how your e-days system has been configured, this name may differ slightly.

If you would like to enlarge the video, please click on it to expand.