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 Flex + for overtime and Flex - for undertime to the TOIL account template 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 Flex+ or Flex-.
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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