Creating an Overtime Group & Creating Overtime Rules

1. Navigate to Setup > Overtime. 
2. Click "+ New" to create a new Overtime Group. 
3. Enter a "Code" and "Name" to identify the Overtime Group. 
4. Create the overtime rules in the Rules section at the bottom of the pop-up window.
   1. You can click "Default Rules" to apply the default rules (more information below). 
   2. Click the "+" button to add a new rule. 
   3. Select a "Rule Type". Depending on the rule type, there will be additional information for you to enter. 
   4. Identify if you want to exclude unworked holidays, projects, or time off from overtime calculations. 
   5. Click the save button to save your changes. 
   6. Repeat steps b through e for all overtime rules that apply in this Overtime Group.
5. If you have more than one rule in the Overtime Group, you'll want to change the priority as required. The lower the number, the higher the priority. For example, an overtime rule with the priority "1" will be the first rule to be applied to all time worked in order to calculate overtime. Only if there is no time that follows that rule, will the overtime rule with priority "2" be applied. 
6. Click the save button to save your changes. 
7. In the list of all Overtime Groups, click "Assign" to mass-assign this Overtime Group to your employees. You can also navigate to Setup > Employees to assign this Overtime Group one-by-one manually. 

Warning: If you change overtime rules in between timesheet periods, please check and validate your overtime rules in the current timesheet.

Overtime Rule Types

Default Rules 

There are four (4) default overtime rules that can be auto-populated into the Overtime Group. They are created in this order (typical order): 

1. Statutory Holidays - Any time worked. 
2. Daily (Weekdays) - Any time above 8 hours worked. 
3. Daily (Weekends) - Any time worked. 
4. Weekly - Any time above 44 hours worked. 

By default, time offs are excluded as well for each overtime rule. All rules are organized in their typical and recommended order of priority. 

Daily

Daily overtime refers to overtime that is calculated based on the number of hours worked per day. For example, if your employees work more than 8 hours per day, all worked time in excess of 8 hours per day will be considered as daily overtime.

When setting up the daily overtime rule type, you will be required to select which days it applies to as well as the number of hours per day and the relevant pay code. 

Weekly

Weekly overtime refers to overtime that is calculated based on the number of hours or days worked per week. When setting up the weekly overtime rule type, you will be required to select the type of weekly rule: Total Hours Per Week or Consecutive Days. In addition, you will need to enter the number of hours or days, and the relevant pay code. 

Total Hours Per Work Week

This is your typical weekly overtime rule, based on the number of hours worked per week. For example, if your employees work more than 45 hours per week. all worked time in excess of 45 hours per week will be considered as weekly overtime.

Consecutive Days

This type of weekly overtime is calculated based on the number of days that an employee works in a row. For example, if the number of consecutive days is four, and the employee works Monday through Friday, then all hours worked on Friday will be considered as weekly overtime.

Statutory Holidays

Statutory Holidays overtime refers to overtime that is calculated based on the hours worked on a statutory holiday. For example, if New Years' Day is a statutory holiday in your holiday calendar and an employee works that day, then all hours worked on that day will be considered overtime. When setting up the statutory holiday overtime rule type, you will be required to enter the number of hours per day and the relevant pay code. 

Timesheet Period

Timesheet Period overtime refers to overtime that is calculated on a timesheet period, or pay period, basis. For example, if your timesheet period or pay frequency is bi-weekly, then overtime will be calculated based on hours worked in the entirety of the timesheet. When setting up the timesheet period overtime rule type, you will be required to enter the number of hours per timesheet and the relevant pay code. 

Additional Settings

Exclude Unworked Holidays

Enabling the 'exclude unworked holidays' option identifies if unworked statutory holidays (i.e. where there is a holiday in your holiday calendars, but the employee did not work that day) will be included in overtime calculations. The shift length will be considered if this option is not ticked (i.e. unworked holidays will be included in overtime calculations). 

Exclude Projects

Enabling the 'exclude projects' option identifies which projects, tasks, and/or activities will not be included in the calculations for overtime. For example, if an employee works on project A, but project A is excluded from overtime calculations, then the time that the employee worked on project A will not be included in the calculation. All other time worked on other projects will be included in the calculation. 

Exclude Time Offs

Enabling the 'exclude time off' option identifies which time off types will not be included in overtime calculations, once approved. For example, if an employee takes time off using time off type Unpaid Leave, but Unpaid Leave is excluded from overtime calculations, then the approved time off request will not be included in the calculation for overtime. All other approved time off will be included in the calculation.