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:
- Navigate to Admin Tools > Admin Panel > Records > Overtime and TOIL records*
- Click + Add New at the top of the page
- 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)
- (Optional) Add notes in Details
- 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