Question
How do I create overtime rules?
Answer
Background
This article covers how to create and use overtime rules for individual employee timesheet users. Over time rules allow you to automatically compute overtime and double time on employee timesheets. Make sure you do not turn on both the regular overtime rules and the 9/80 overtime rules for the same policy. There should be at most ONE type of overtime rules enabled for a policy.
- Navigate to System >> Policies >> Policy
- Click Edit and select Overtime Rules
The following rules can be configured for Over Time and Double Time:
Rule |
Description |
Over time rules |
|
Daily work hours over: X |
Any work hours over this amount in a single day will be marked as over time.
|
Weekly work hours over: X |
Any work hours over this amount in a week will be marked as over time, after the daily rule is processed, e.g. Weekly work hours over: 40.0 would compute all hours > 40.0 as OT. |
Period work hours over |
Any work hours over this amount in a timesheet period will be marked as over time, after the weekly rule is processed.
|
Double time rules |
|
Double time rules have the same settings as for over time. |
One common example is daily Double Time rules seen in California or for certain Union rules. You would configure double time rules for work hours over: 12, etc. In this way, overtime rules could be computed for work hours > 8.0 < 12.0. Double time rules could be computed for work hours > 12.0. It is possible to configure weekly double time rules, though such requirements are rarely needed.
|
Note that rules are processed in the above order, and that double time rules are processed after all over time rules are processed.
The following rules can be configured to handle Consecutive Days:
Rule |
Description |
Consecutive days rules start after |
The number of consecutive days of work before the consecutive days rules are applied.
|
Work hours over [ ] are Over Time |
Any work hours over this amount on a consecutive day will be over time. |
Work hours over [ ] are Double Time |
Any work hours over this amount on a consecutive day will be double time. |
The following rules can be configured to handle Holiday Work:
Rule |
Description |
Work hours on 'holidays' |
If checked then work hours on 'holidays' will be converted to over time or double time.
|
Partial day holidays are also handled by the holiday work rule. A day is considered to be a partial day holiday if the number of holiday hours is less than the employee's scheduled hours.
For example, if an employee is scheduled to work 8 hours and has a holiday of 4 hours, then it is expected that the employee would work 4 hours. Only work hours beyond the 4 hours will be converted to over time.
Options allows you specify leave/exception time entry pay codes that you would like to include in the work hour totals. To do so, click the plus (+) and select the pay code so it displays in the list. For example, your overtime rules might want to count vacation or sick time in over time computations, as if they were work time.
See also: How do I clone an existing policy to create a new policy?
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