Note: Some of these actions can only be performed by Admins and Super Admins
Depending on team member working patterns on some occasions a member of our team might have accrued TOIL for some extra work they have done. There are a few ways you can log and track TOIL on Charlie.
The first step in separating TOIL from regular holidays, would be to create a custom leave type through Time -> Settings -> Custom time off types. This will allow your team to select TOIL as the time off type they are booking when trying to use any TOIL they have accrued.
To create a custom Time Off type:
In Charlie, head to Time>Settings, and scroll to the 'Time Off Types' section
You'll see 'Default Types' on the left, and 'Custom Types' on the right. Tap 'Add new type' on the custom type section
Next, you can enter in the name of your new time off type-> " TOIL "
You can then tick the boxes below to choose whether to make this time off type deductible, to auto approve requests, and mark it as sensitive.
You can then select to have an allowance limit for this leave type
Our suggestion here would be to set the limit to zero (0) so team member to not have an allowance associated with TOIL straight away, rather only once you have adjusted the allowance for that specific leave type (in this case TOIL)
Once you save this you can choose which leave policies this leave type will be available through.
Lastly you can navigate to the Team members
Profile
Then "Time"
Locate the leave and adjust the allowance
Please note: Custom time off types can only be created by Admins and Super Admins while Line Managers and Team Leads will have the ability to adjust the TOIL allowance
And just like that you are ready to go!