This guide details the Time Off In Lieu (TOIL) functionality within the SAGE/2C9/People Pay integration. This feature provides an alternative to overtime pay, allowing resources to accrue time off for hours worked beyond their standard contractual obligations. The SAGE/2C9/People Pay system is the source of truth for all TOIL balances.

The management of TOIL involves several key roles:

• Administrators: Configure TOIL eligibility settings. This can be applied universally to all resources or configured for individual resources.
• Schedulers (Managers): Approve leave requests, which may include requests to use accrued TOIL. Schedulers must verify available TOIL balances in SAGE/2C9/People Pay before approving such requests.
• Resources (Employees): Accrue TOIL for approved hours worked beyond their contract. Resources can submit leave requests to use their accrued TOIL.

Configuration

The accrual and processing of TOIL are governed by specific settings within the SAGE/2C9/People Pay integration.

There are two primary methods for enabling TOIL accrual:

• Universal Setting:
  1. Navigate to the Sage Integration Settings.
  2. Select the checkbox custom setting labeled TOIL for overtime.
  3. When this setting is enabled, the system automatically processes overtime as TOIL for all timesheets created by the integration. This action sets the tc9_et__Process_Time_Off_in_Lieu__c field on the timesheet record to TRUE.
• Resource-Specific Setting:
  1. Navigate to the Resource object.
  2. Locate the TOIL for Overtime field on the specific resource’s record.
  3. Enable this setting to allow TOIL accrual for the individual resource. This setting provides granular control over which resources are eligible for TOIL.

Additional configuration includes:

• Timesheet Field: The TOIL for Overtime field on the Timesheet object is updated based on the universal or resource-specific settings.
• Leave Type: TOIL is configured as a leave type within the Sage Integration Additional Settings custom metadata type, ensuring it is recognized by the system during leave management processes.

Process Flow

The following steps outline the process from accruing TOIL to taking leave:

1. A resource works hours beyond their contracted agreement. These hours are recorded against Jobs, Shifts, or Activities in Skedulo.
2. If the resource is configured to accrue TOIL, any overtime hours are automatically processed as TOIL according to the applicable award agreement. The tc9_et__Process_Time_Off_in_Lieu__c field on the corresponding Timesheet record is set to TRUE.
3. Upon approval of the resource’s timesheet in Skedulo, the time data is synchronized with SAGE/2C9/People Pay for processing.
4. The SAGE/2C9/People Pay system calculates and maintains the resource’s TOIL balance.
5. The resource submits a leave request in Skedulo to use their accrued TOIL.
6. The designated scheduler or manager reviews the leave request. It is mandatory to check the resource’s current TOIL balance in SAGE/2C9/People Pay before approving the request.

Assumptions

The TOIL functionality operates based on the following assumptions:

• Each resource maintains a single TOIL balance within the SAGE/2C9/People Pay system.
• All relevant data from Job, Shift, and Activity records are correctly passed from Skedulo to SAGE/2C9/People Pay for accurate processing.