Registering and using TOIL in Acumatica and PeopleHR

Registering accrued TOIL

PeopleHR does not have a built-in mechanism for recording and approving the build-up of TOIL (Time off in lieu), therefore a section has been added to Acumatica to provide this functionality.

Under the ‘Time And Expenses’ section, click ‘TOIL Card’.

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In the window that opens enter the ‘date’ when the overtime was worked, and the length of time worked. Enter your name (or the name of the person working the overtime) in the ‘employee ID’ section, and enter a reason.

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Finally, save the record and click ‘remove hold’ to submit the TOIL claim for approval.

Enter any other records for other dates as needed.

Using TOIL

Once your TOIL request has been approved, the available balance will be added to PeopleHR, where you can use it to book time off.

Note: this transfer process is not automatic so there may be a delay of a few days after approval.

To book time off, log in to PeopleHR and go the ‘Planner’ section. In the ‘Holidays’ row for the day you wish to book off, click the ‘+’ to book holiday (as normal).

If you have an available TOIL balance, in the screen that follows you will be able to choose to use your TOIL or holiday balance:

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