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.

To view your employees' TOIL balances, go to Schedule > Leave Accounts (or Absence accounts) > Time off in lieu accounts. Use the filters to select the specific TOIL account and see which employees have been assigned to that account.

To generate a report of TOIL accounts, apply a filter to select the specific TOIL account you want to include. Then, click the Export button located under Schedule > Leave Accounts > TOIL Accounts. This will provide an overview of the TOIL accounts and balances for each employee.
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To generate a report of transferred hours, go to Schedule > Leave Requests (or Absence Requests). Click Export > Time off in lieu report, then select the desired date range and check the "Group by Employee" option. Choose the departments to include in the report, and finally, press Export Data > Download File to receive a detailed breakdown of the overtime report.
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For an overview of current and future balances on TOIL accounts, edit an employee’s profile and click on the Time off in lieu tab. You will see the following information:

Today (approved): Calculated based on approved shifts*, connected Time supplements, and adjustments up to today.

All (approved): Calculated based on all approved shifts*, connected Time supplements, including future approved ones. Contact Planday support if you want to be able to approve shifts in the future.

Today (approved and requested): Sum of Today (approved) and shifts*, or Time supplements that are not yet approved as of today. It could also include TOIL requests that are not yet approved. If this value differs from Today (approved), it could be that the employee still has unapproved shifts.

All (approved and requested): Includes all shifts*, connected Time supplements, and adjustments, past or future, whether approved or unapproved. This is the TOIL balance employees see on the Planday app.

* Specify which shift types should add or deduct hours from the TOIL accounts under Settings > Absence, Overtime, Leave > Advanced > Shift types for Time off in lieu accounts. Approved shifts will add or deduct hours from TOIL accounts.

2. The details of the transactions to the employee’s TOIL account

You can make adjustments to the TOIL account directly from the employee’s profile should you need to make manual adjustments.
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Let’s say you have paid two hours for one of your employees. You now want to adjust these hours in their account. Go to the Employee’s profile > Time off in Lieu > press Create. Then choose the type of adjustment you want to make.

In the above example, we want to remove 2 hours by adjusting the duration by -2.
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​Type: Select which type of flex you want to create, Time off, Time off in lieu (Overtime) or an Adjustment.
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​Duration (when selecting Adjustment): Select this option if you want the hours to be adjusted as an undertime. You can choose the date when the adjustment was made and if you want to deduct the hours or minutes, put a minus “-“ in front of the amount.
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​Date (or range): If you want to register a date with hours taken as time off, select this option.
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You could now pay out TOIL hours using a Contract rules supplement.

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