We have a default system workflow which allows employees to request TOIL entitlement when they have worked overtime.
If you'd like the workflow to be switched on for you, please reach out to the Support Team, who will add the TOIL request screen for you.
Please follow the steps below to prepare to start using TOIL:
Step 1: Create an Event called: TOIL
Note: The event must be called the exact name (including capital letters)
Step 2: Ensure the TOIL event has 'Entitlement Deduction' switched on:
Step 3: Check that employees' TOIL entitlement is set up with the correct duration type - days or hours.
To check this, go to the people list > select an employee > go to their planner > then click settings in the top right.
Once in the settings, you can either select Days or Hours. To save the changes, select the amount box and re-enter '0', then select Next in the top right.
Note: For the TOIL workflow to work, employees need to have the TOIL entitlement dropdown in their planner widget below. If you cannot see this for employees, please contact the Support Team.
To see how the process will work once this is switched on, see the article below: