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How is TOIL handled with Shift types
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

If you’re not using the Punch Clock or the Contracted hours, then you can use the Shift types to manage TOIL.

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 for Overtime and the Shift types for undertime - here Time Off (TOIL) to the TOIL account template under Settings > Leave & Overtime > Advanced > Shift types for Time off in lieu accounts tab.

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.

Still, have questions? Reach out to our support team via chat if you need help regarding this feature.

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