HR Package - How to approve overtime and TOIL requests

Click "HR".

Click "Timesheet"

Click "View all requests".

You can use "Show advanced search" to filter the requests.

You can choose to filter by dates from/to and whether or not the request is for Time Off In Lieu (TOIL).

You can click "Show All Details" to expand the details of each request.

For each instance of overtime, you will need to choose whether you want to "Approve", "Hold" or "Reject" the request.

For each instance of overtime, your staff members will have had the opportunity to add a note to their request. You can tell at a glance whether a note is available as the note icon appears in black when a note is visible, and is shown only as an outline when no note is present. A warning triangle will appear when the requested amount of overtime does not match the amount we expect to see when we take account of working pattern and leave.

You can see notes added by the staff member under "Request Notes". You can add your own notes. In common with other areas of the HUB, "Public Notes" will be seen by the individual staff member, Private Notes can be seen by those with the applicable HUB role.

In the "Public Notes" field, you can record any notes that you want the staff member to see. In the "Private Notes field, you can record notes, and the visibility will be restricted to those who have administration rights.

Click "Save" to save your notes.

Click "OK"

You can choose to "Approve", "Hold" or "Reject" TOIL or overtime. \ Approving TOIL will add the TOIL balance straight to Holiday Manager to be used. Approving overtime will add it to the "Pay" screen for pay processing. \ Marking overtime or TOIL as "Hold" will retain the overtime or TOIL in the "Approve" screen. Clicking "Reject" will remove the overtime or TOIL from the overtime approvals process.

To approve, hold or reject, you can click the buttons to the right to complete the actions indicated by individual staff member and rate.

If you would prefer to manage all the actions at once, you can choose to approve, hold or reject and then click the button at the bottom to indicate you're happy.