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Allow employees to move overtime to a time off policy

How to allow employees to select a time off policy to move their overtime hours to, rather then be paid for them.

Oliver Cook avatar
Written by Oliver Cook
Updated over 2 months ago

If required, you can select what time off policy you would like employees to be able to move overtime hours to. This gives employees the choice of when submitting their timesheets whether they want to be paid for their overtime, or transfer some or all the overtime hours to a designated time of policy.

You can either set it so that either:

  • Overtime only goes towards the selected time off policy

  • An employee can choose to split overtime hours to be paid salary and/or the selected time off policy

📌TIP: You can only select one time off policy, so you may want to create a time off policy specifically for TOIL.

  1. Click on your name on the top right, then click Settings.

  2. On the settings menu, click Timesheets, then click Overtime.

  3. Under Allow employees to move overtime to time off policy, select the relevant time off policy from the drop-down list.

  4. Once you select a time off policy, select either

    • Allow to give only to selected policy

    • Allow to split between paying with salary & give to selected policy


5.Click Save.


How does this look for an employee?

If an employee has logged some overtime into a timesheet that they are submitting, the system will behave based on active selection in a setting you configured above:

If 'Allow to give only to selected policy' is enabled

When a submitted timesheet is approved, employees' overtime hours are converted into hours or days in a time off policy which has been specified in the settings.

If 'Allow to split between paying with salary & give to selected policy' is enabled

When submitting a timesheet, employees can specify how many hours are to be paid out and how many are to be moved into a selected policy. If there are multiple overtime categories listed the employee must choose from which categories to use as TOIL.

Timesheet submission page. Shows a list of overtime categories, with a pay out column and give to time off policy column.

Submitting a timesheet notifies their timesheet approver. This Approver receives a notification and can view, and even override the distribution of hours before approval.


Can I get a report that shows hours moved by my employee?

Yes. Once settings are enabled, all hours moved to a time off policy are observable in a timesheet export. This export can be found at the bottom of every timesheet.

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