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Setting up Time off in Lieu

Time off in lieu can be automatically accrued from the timesheets module. This can be configured so that any time worked by an employee which is over and above their contracted working hours is returned to the employee as a bookable time off allowance. 

To set this up, an administrator will need to go to:

 Administration > Company > Settings > Time off settings (global) 

Under the Accrual section, set the "Time off in lieu" option to one of the 'Yesoptions. This will open up further settings of which you should set the "Timesheets overtime auto accrue time off in lieu" field to 'Yes'. 

Once submitted, any overtime which has been recorded in timesheets will be accrued as Time off in lieu.

This option can also trigger the view of the Time off in Lieu Allowance button in the Self-Service Time off Module. If the "Time Off in Lieu" is set to 'No', this button will not appear in the time off page found in Self-Service, regardless of whether there is a TOIL balance allocated to an employee.


Viewing, editing, or manually adding time off in lieu allowances 

To view, edit, or manually add accrued time off in lieu of the system, you will need to go to:

Administration > HR > Time off management > Time off in lieu accrued

The table will clearly display any accrued time off in lieu where the 'Edit' action and 'Delete' action alongside each entry will allow you to edit or delete the allowances respectively. 

To manually add time off in lieu allowances to the system, you will need to select the green 'Addbutton below the table, select the employee's name from the dropdown list and enter their time off in lieu figure which is been accrued. 

Once submitted, this allowance will then be added to the system. 

Please Note - If you would like to use the time off in lieu without the timesheets module, you can do so by manually adding the allowances using this section and disregarding the first section of the article.


Creating a bookable time off in lieu allowance

In order for employees to be able to book their time off in lieu and use the accrued allowance, either an administrator or HR level user will need to set time off type which incorporates Time off in Lieu. 

You will need to go to:

Administration > HR > Time off management > time off types

Select 'Addto add a new time off type to the system. 

When setting the TOIL type settings, in order for this type to be linked to the auto-accrued time off in lieu allowance and secondly, bookable by employees, the "Time off in lieu?" & "Bookable by employees?" will need to be set to 'Yes'.

Once your settings for this type have been submitted, employees will be able to select your time off in lieu time off type from the options when they request time off. 

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