This guide explains how to set up a TOIL (Time Off in Lieu) policy with no regular accruals, where employees build their balance only through overtime converted from Attendance.
Please note that this guide covers only the mandatory settings required to achieve this setup. Any other policy configuration can be adjusted based on your company’s needs.
Step 1: Create a Time Off Policy Type
Create a new Time Off Policy Type with the following settings:
Unit: Hourly
Override: Enabled
This policy type will be used later for the TOIL policy linked to converted overtime.
Step 2: Create an Attendance Policy
Create an Attendance Policy with the following settings:
Reporting method: Start and end time
Overtime: Enable overtime
Base overtime on: Fixed threshold
Daily overtime: Enabled
Hours: Set the number of worked hours after which overtime should begin to count
Attendance balance: Allow carryover to the next cycle
Convert overtime to time off: Enable this toggle
Time off policy type: Select the policy type created in Step 1
This setup allows Bob to track overtime and convert eligible hours into time off.
Step 3: Create the Time Off Policy
Create a new Time Off Policy using the policy type created in Step 1.
Configure the following settings:
Time off tracking
Choose Annual allowance
Allowance entitlement
Set the allowance to 0
Balance limits
Under Negative balance, keep the toggle disabled to prevent employees from going into a negative balance
Allowance increase
Enable Allow banking overtime as time off
How is overtime banked?
Select Converted hours from the attendance policy
This ensures that employees do not receive any standard allowance, and their TOIL balance increases only through approved converted overtime.
Step 4: Assign the policies
Complete the setup by assigning employees to both policies:
Assign employees to the Attendance Policy
Assign employees to the Time Off Policy
Once this is done, employees will be able to build a TOIL balance through overtime worked in Attendance, without receiving any regular accruals through the time off policy.
