Who this guide is for: System administrators – Requires 'System Admin' role and Overtime and TOIL Setup permission
Overview:
This guide explains how to create new Defined Reasons for Overtime and TOIL types, ensuring users select from standardised options when logging extra hours.
How Defined Reasons Management Works:
Defined Reasons provide a controlled list of labels (e.g. “Project Work”, “Emergency Cover”) that users pick when booking overtime or TOIL, improving consistency in reporting and auditing.
How to Set Up Defined Reasons:
- Go to Admin tools > Admin panel > Global > Overtime and TOIL Types.
- Click Manage defined reasons at the top of the page.
- Click Add new.
- Enter the Reason and select the appropriate Category (Overtime or TOIL).
- Click Save.
Additional Information:
- Defined Reason: A preset option categorising an overtime or TOIL booking.
- Overtime and TOIL Type: The specific type to which reasons apply.
- Requires 'System Admin' role and Overtime and TOIL Setup permission.
- Tip: Use clear, descriptive labels to aid clarity in reports.
- Warning: Removing a reason will affect past records that referenced it.
- Use the search function within the platform to quickly find features or settings.