Annual Leave allows tracking the TiL or Overtime automatically and allows your employees to record that type of activity through the requests which are then updating the allowances accordingly. In order to configure the system to support this please follow the below guidelines.
This guide covers TiL or Overtime tracking that increases the Annual Leave allowance already used in the system.
- To increase the ‘Annual Leave’ or ‘Holiday Allowance’ that is already used in the system, please add an additional Allowance Type called ‘TiL Admin’ or ‘Overtime Admin’ and in the rules specify that it’s an overtime allowance type. Please also specify this allowance should increase the Holiday Allowance. It’s important to tick “Allow employees to request more days than are remaining”.
- To allow employees record the TiL or Overtime, please create an Absence Type that is assigned to the to the Allowance created in point 1, and name the Absence Type e.g. ‘Record TiL’. This Absence Type will be used by the employee the same way as any other Absence Type, however, instead of reducing days or hours from the Allowance it will increase those, as per configuration completed above.
- The final step is to decide if employees can use the accrued time as ‘Annual Leave’ Absence Type or should we add another Absence Type that is also linked to the ‘Holiday Allowance’. Using the new Absence Type e.g. ‘Use my TiL’ will give you extra visibility in the reports and calendars.
Workflow:
This guide covers TiL or Overtime tracking that increases the additional Allowance Type that is not added to the system yet to completely separate it from the ‘Holiday Allowance’
- Create an Allowance Type e.g. ‘TiL Allowance’, ‘Overtime Allowance’.
- To increase the allowance created in point 1 please add an additional Allowance Type called ‘TiL Admin’ or ‘Overtime Admin’ and in the rules specify that it’s an overtime allowance type. Please also specify this allowance should increase the Allowance Type from point 1. It’s important to tick “Allow employees to request more days than are remaining”.
- To allow employees record the TiL or Overtime, please create an Absence Types that is assigned to the to the Allowance created in point 2 (‘TiL Admin’), and name the absence as ‘Record TiL’ or ‘Record Overtime’. This Absence Type will be used by the employee the same way as any other Absence Type, however, instead of reducing days or hours from the Allowance it will increase those, as per configuration completed in point 2.
- The final step is to create an Absence Type i.e. ‘Use my TiL’ or ‘Use my Overtime’ that is linked to the Allowance Type created in step 1.
Workflow: