Who this guide is for: System administrators – Requires ‘System Admin’ role and Overtime and TOIL Setup permission
Overview:
This guide explains how to assign Defined Reasons to an existing Overtime or TOIL type so users select from standardised options when logging extra hours.
How Defined Reasons Work:
Defined Reasons are pre-set labels (e.g. “Project X Support”, “System Maintenance”) that users choose when booking Overtime or TOIL. They ensure consistency in reporting and simplify auditing.
How to Set Up Defined Reasons:
- Go to Admin tools > Admin panel > Global > Overtime and TOIL Types.
- Use the Search filter or browse to find the Overtime/TOIL type you want to update.
- Click Edit on its row.
- Scroll to the Permissions section and locate Defined Reasons.
- Click the Defined Reasons field and select one or more reasons from the dropdown.
- Click Save at the top of the page.
Additional Information:
- Defined Reasons: Pre-configured options users must select when creating Overtime/TOIL records.
- Requires ‘System Admin’ role and Overtime and TOIL Setup permission.
- Tip: Standardise reason names (e.g. “Client Support”) to improve clarity in reports.
- Warning: Removing or renaming reasons will affect historical entries.
- Use the search function within the platform to quickly find features or settings.