Marking an Overtime or TOIL record as paid

Overview

Within the edays system you can set up Overtime or TOIL types to have the ability to be marked as paid. This can be done either from the front end of the system or via the records pages.

Step by step guide:

Firstly you will need to ensure your Overtime or TOIL type has the mark as paid functionality enabled. This is activated at the global level as a function but will remain as 'not applicable' until it is set to a default status at the global or template level (or user level if you wish to activate user by user).

Steps to activate the function at global level

1. Navigate to Admin Tools > Admin Panel > Global > Overtime and TOIL type setup
2. Click the Edit button to the right of the overtime type you wish to update
3. Tick against Can be marked as paid
4. Click the Save button at the bottom of the page

Steps to apply a default status at template level

1. Navigate to Admin Tools > Admin Panel > Templates > User templates
   
   

        For each template you wish to amend:

1. Click the Edit button to the right of the required template
2. Select the Overtime and TOIL types tab
3. Click the Edit button to the right of the overtime type you wish to affect
4. Set the default Paid status field to either paid or unpaid (n.b. select unpaid if you wish to mark as paid later)
5. Click the Save button at the bottom of the page

Marking an Overtime or TOIL record as paid from the front end

You can mark a record as paid directly via the user profile from the front end of the system if you have permission to do so.

Step by step guide:

1. Navigate to the users profile in the front end of the platform.
2. Navigate to the Overtime and TOIL records tab
3. Scroll down to the records
4. Click Pay next to the record that requires marking as paid

Marking an Overtime or TOIL record as paid from the record page

Firstly you will need to ensure your Overtime or TOIL type has the mark as paid functionality enabled. Please refer to the steps above for guidance on how to update this.

 Step by step guide:

1. Navigate to Admin Tools > Admin Panel > Records > Overtime and TOIL records
2. Search for the record you would like to update and click Edit
3. Tick the Is paid field
4. Press Save record at the bottom of the page

Bulk marking an Overtime or TOIL record as paid

If you currently use the ‘Mark as Paid’ feature within Overtime you can now manage this process via bulk upload which should save significant time.

Firstly you will need to ensure your Overtime or TOIL type has the mark as paid functionality enabled. Please refer to the steps above for guidance on how to update this.

Step by step guide:

1. Navigate to Admin Tools > Admin Panel > Records > Overtime and TOIL records
2. Click Bulk mark as paid at the top of the screen
3. Firstly you will need to generate an Overtime and TOIL report via the Reports Dashboard from edays front end. You will see a direct link in the system to enable you to create this report.

Please ensure the report includes the ‘Record ID’ column which you can add on using the Report Builder

1. Filter your records as required and download the report as a CSV file via the Download/Save tab within your report
2. Once you have your report navigate back to Admin Tools > Admin Panel > Records > Overtime and TOIL records and click Bulk mark as paid at the top of the screen
3. Upload your file and select whether you want to mark the records as paid or unpaid
4. Click Confirm bulk mark as paid to complete the process
5. If there are any errors the system will produce a record log details which records haven’t updated

*Please note: Depending on how your Edays system has been configured, the Overtime and TOIL setup name may differ slightly.