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How to set up a clock-out question for Time Off in Lieu (TOIL)

Micaela MacLachlan
  • Updated

IMPORTANT NOTICE

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If your organisation gives your team members the choice of whether to take their overtime hours as cash payment or as Time Off in Lieu (TOIL), you can set this up using custom shift questions.

This guide takes you through how to set up your custom shift question to automate the process of adding either overtime pay or TOIL hours to a team member's timesheet, based on the answer they provide at clock out. 

Before you read

This article covers

Navigating to Shift Questions

1. Click on Business Settings in the drop-down menu under your name on the Deputy website.

2. Select the Time & attendance tab, and under the Clocking in & out section and click on Shift questions.

Note: Business Settings has a new look. These updates are being gradually rolled out and will soon be available in all Deputy accounts.
Business Settings (classic) Business Settings
Screenshot of step 1 showing classic business settings.
(Click to expand)
Screenshot of step 1 showing business settings.
(Click to expand)

 

3. Click on New Custom Field.

Screenshot of step 3.

Configuring your shift question for TOIL

Screenshot of custom shift question settings configuration for TOIL, as in steps 1 to 14.
Configuration of the shift question settings to allow your team members the option of taking TOIL instead of payment for overtime (Click to expand)
  1. Custom field type: In the drop-down, select Timesheet 
  2. Active/Inactive: Switch toggle to ON 
  3. Field Name: This is the question that your team members will see. We recommend using clear, plain language like, "Do you want to take your overtime hours as TOIL?"
  4. Field details (optional): Here you can add extra information for your team members to help them answer.
  5. Type of field: Select Boolean/Checkbox
  6. Validation: Check the Required field box to make this question mandatory for all clock-outs
  7. Default value: (leave blank)
  8. Display timing: Select Clock out & update
  9. Display rules: -N/A-
  10. Field conditional rules: -N/A-
  11. Areas: Select the Locations and/or Areas where you want this question to display when team members clock out
  12. Sort order: (leave blank)
  13. API name: This will default to some version of the Field Name. You can change the API name if you intend to export this information via an integration.
  14. Scroll all the way up and click Save This Custom Field

 

 

 

You can now select this clock-out question from the drop-down when you configure your TOIL accrual settings in Pay Rate Builder.

Need more help with TOIL? Head to the Getting started with TOIL for Deputy Payroll article for the full picture.

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