Setting up your Overtime Types

How to create overtime types, as well as the various settings that can be chosen.

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You can track and manage as many different types of overtime as you need to within WhosOff and there are multiple customisation options available on each overtime type such as being able to request lieu time.

ADDING AN OVERTIME TYPE

Login to your WhosOff account
Click on Administration on the Left Hand menu
Click on Overtime Types
On the resulting page, you will see a list of default overtime types to get you started (plus any you may have added during the initial setup process);
- Overtime

These can be Edited / Deleted (if no overtime has been booked against them) or added to at any time.

To add new overtime types click on Add Overtime Type. You can then begin to enter details of the new overtime type, there are multiple options that can help you track extra working time better. These include the following;

DETAILS

Name - Enter the name of the overtime type
Code - Enter a 1 or 2 character code for this overtime, i.e. Lieu Time might be shown as LT
Colour - Choose a colour that best represents this overtime type
Status - This allows you to ensure that only the most relevant overtime types are currently being managed in WhosOff
- Active - Means that it can actively be used in WhosOff
- Deactivated - Means it can no longer be booked, but will still be visible on WhosOff
Confirmation Message - Each time an overtime request is submitted in the system, you can choose a specific message to be displayed back to the staff member

PERMISSIONS

Requires approval? - Choose whether the overtime type requires approval or not
Allow time in lieu on request? - Choose whether this overtime type allows staff to gain additional allowance when the overtime is approved
Notes required on request? - Are overtime request notes required to be provided on overtime requests
Available To - Who can request this overtime type (based on user level)

EMAIL SETTINGS

These determine who receives an email when this overtime type is requested, approved / declined, or cancelled. You can choose from:

Staff, approver & notifier - notification is sent to the user the overtime is for, their approver and their notifier(s), if any
Staff only - notification is only sent to the user the overtime is for
Staff & approver - notification is sent to the user and their approver, but not to any notifiers
Approver only - notification is only sent to the approver of the user this overtime is for
None - no emails will be sent when the overtime reaches this status

PLATFORMS

Web / Online

CATEGORIES

Overtime
Administration

PHRASES

flexi time, lieu time, create overtime type, add overtime, new overtime type

DIRECT LINK

https://www.whosoff.com/support/knowledgebase/setting-up-your-overtime-types

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How to Submit Overtime

This article covers submitting your own overtime requests.

How to Approve Overtime

This article covers processing pending overtime that your direct reports have requested.

How do I submit overtime?

To submit overtime through the WhosOff mobile app, follow these simple steps.

How do I view/cancel my overtime?

Need to cancel overtime using the WhosOff mobile applications? Follow these simple steps.

How do I Approve Overtime?

Follow these instructions to approve overtime requests submitted by your staff members on the mobile app.

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