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Overtime/TOIL - Adding an overtime and TOIL record

Who this guide is for: System administrators. Requires 'Overtime and TOIL Records' permission.


Overview:
This guide explains how to manually add overtime or TOIL records in the admin panel.


How Adding Overtime/TOIL Records Works:
Admins can create overtime/TOIL records on behalf of users, useful when employees need assistance or when backdating entries. Records can be set as pre-approved during creation.


How to Add an Overtime/TOIL Record:

  1. Navigate to Admin Tools > Admin Panel > Records > Overtime and TOIL records*
  2. Click + Add New at the top of the page
  3. Complete required fields:
    • Select the User 
    • Choose the Type (Overtime or TOIL) - if the specific type does not appear, you may not be permitted to book for this user
    • Enter From Date and To Date - if it is an hours-based overtime/TOIL type, you will also need to configure the times
    • Set Authorisation Status (Approved bypasses approval)
  4. (Optional) Add notes in Details
  5. Click the Save button in the top right corner of the page
    Note: Menu names may vary slightly by configuration


Additional Information:

  • Key Term: TOIL = Time Off In Lieu for overtime worked
  • Requires 'System Admin' with the 'Overtime and TOIL Records' role permission
  • Tip: Use the search function to quickly find records
  • Best Practice: For backdated entries, add explanation in Details
  • Warning: Approved records process immediately - verify details before saving

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