How is TOIL handled with Shift types

Manually manage TOIL for small businesses without relying on Punch Clock or Contracted hours

Saad Saeed avatar
Written by Saad Saeed
Updated over a week ago

🎯 For admins looking to manage TOIL.

  • Disclaimer: It is your responsibility to ensure compliance with the relevant rules for leave and to configure Planday to be suitable for the particular circumstances of your organisation and employees. If you are unsure, please obtain professional legal advice.

  • See Planday's TOIL management to find out which set-up fits your needs.

  • Are you an employee? See How to apply for leave.

If you’re not using the Punch Clock method or the Contracted hours method, then you can use the Shift types to manage Time off in lieu manually.

This scenario can be mostly used by small companies who don’t have to manage too many overtime hours and it’s also used in cases when overtime needs to be calculated manually when needed.

Manual TOIL management

Create two Shift types by going to Settings > Schedule > Shift types

  • Flex + for overtime

  • Flex - for undertime

You need to map the Shift types Flex + for overtime and Flex - for undertime to the TOIL accounts under Settings > Leave & Overtime (or Absence, Overtime, Vacation) > General > Shift types for time off in lieu accounts.

Next, you can assign this shift type to an employee on the schedule by changing the Shift type from Normal to Overtime or Time Off (TOIL).

When a Schedule manager or Admin approves the hours with these Shift types on the schedule, they will be transferred as overtime or undertime into the employees’ overtime accounts.

As an example, let's assume an employee works a normal shift but stays one hour extra. That extra hour could count towards their flex account. You as an admin could create a new shift for one hour after their scheduled shift, and change its Shift type to a Flex+ so that the employee would gain one hour to use in their Flex account.

See related articles:

ℹ️ Need more help?

🔍 Search the Help Center | See videos at | Watch a webinar

💬 For personalised support

Login and contact our support team via the blue icon at the bottom if you have more questions or book a one-to-one professional training session with an expert.

Did this answer your question?