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Set up and process TOIL

Create and manage Time Off In Lieu (TOIL) in Sage HR. Add balances manually or automatically from overtime.

Written by Oliver Cook

Time Off In Lieu (TOIL) lets employees convert approved overtime into time off.

Employees build a TOIL balance and use it later when they request leave.

Create a TOIL time off policy

  1. Select your name in the top‑right corner.

  2. Select Settings.

  3. Select Time off, then Policies.

  4. Select Add new policy.

  5. Enter a name, for example TOIL.

  6. Set the policy to allocate:

    • 0 hours

    • once at the start date

  7. Configure other policy settings as needed.

  8. Select Save.

  9. Assign employees or update eligibility later.

📌TIP: For more details about setting up a time off policy, see Set up time off policies.

Add TOIL manually

Use this option if you don’t use Timesheets.

  1. Open the employee profile.

  2. Click Time off.

  3. Click Change balance.

  4. Select the TOIL policy.

  5. Enter the number of hours worked.

  6. Click Increase.

  7. Click Record transaction.

Understand the change time off balance option.

Allocate TOIL automatically

Use this if you use Timesheets.

Set overtime rules to add approved overtime to the TOIL policy. The system updates balances automatically.

Using TOIL

  • Employees request time off using the TOIL policy

  • The system deducts hours from their TOIL balance

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