Who this guide is for: System administrators. Requires 'Overtime and TOIL Records' permission.
Overview:
This guide explains how to update or cancel overtime/TOIL records via the admin panel.
How Updating/Cancelling Overtime/TOIL Records Works:
Admins can modify existing records (correcting details) or cancel them (marking as inactive while retaining the record). Both actions follow similar steps.
How to Update or Cancel an Overtime/TOIL Record:
- Navigate to Admin Tools > Admin Panel > Records > Overtime and TOIL records*
- Use search filters (user, category, status) to locate the record
- Click Edit on the relevant row
- To update: Modify any details (dates, duration, etc.)
- To cancel: Set Authorisation Status to Cancelled
- Click the Save button in the top right corner to save the new configuration
Note: Menu names may vary slightly by configuration
Additional Information:
- Key Term: TOIL - Time Off In Lieu for overtime worked
- Requires 'System Admin' with the 'Overtime and TOIL Records' role permission
- Tip: Use the search function to quickly locate specific records
- Best Practice: Add notes when cancelling to explain the reason
- Warning: Cancelled records remain visible but marked inactive
- Reminder: Changes affect employee balances immediately after saving
Tags:
update-overtime, cancel-TOIL, edit-time-records, admin-time-management, overtime-adjustment