When you create or edit an overtime policy, you can allow assigned employees to move overtime hours to a selected time off policy. When submitting their timesheets, this gives employees the choice of whether they want:
To be paid for their overtime
To transfer some or all the overtime hours to a designated time of policy
When in an overtime policy, under Add to time off policy, select Allow employees to move overtime to time off policy.
Select either:
All overtime hours go to this policy
Employees can split overtime between this policy and being paid
Then select which time off policy you want to add overtime to.
📌TIP: You can only select one time off policy, so you may want to create a time off policy specifically for TOIL.
Continue creating or editing the overtime policy, and save your changes.
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.
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.
