|This topic is for advanced users|
Overtime configuration is where the overtime rules, that will be associated with the pay rules, are configured.
Overtime ID – a unique identifier for the overtime rule, e.g. Weekly 40
- Schedule Pay Date – overtime calculates based on hours worked within the same schedule pay date. For example, if the 3 shifts for a pay date are Day, Evening, and Night, then overtime will calculate on the following double shifts:
- Day / Evening
- Day / Night
- Evening / Night
- Pay Date – overtime calculates on hours paid in the same pay date. Unlike the Schedule Pay Date overtime example above, overtime will calculate on a Night / Day double shift if the employee does not punch between shifts. There are different versions of the Pay Date overtime that will make the rule apply / not apply based on the number of shifts worked. For example, the Pay Date (Single Shift) overtime will calculate overtime when a small number of hours are worked past a single shift, but will not calculate overtime on a double shift.
- Consecutive Shifts – overtime calculates on two schedules that are back to back. For example, Day / Evening, Evening / Night, and Night / Day. There are 2 versions of this overtime. One version does not allow consecutive shifts to calculate from the last schedule of one pay period combined with the first schedule of the new pay period. There is also the option of "Selectable" where each individual schedule has to be marked in order to allow the Consecutive OT to apply to it (on the Edit Schedule/Other tab).
- Punch Group – overtime can only occur within one punch group. For example, an employee can work a Day shift and a Night shift and get “daily” overtime for working hours past the end of each shift.
- Consecutive Days – overtime calculates on the 6th and 7th consecutive day.
- Overtime Period – overtime calculates on hours within the overtime period, as defined by the Overtime Period Group. There are versions of this overtime type that will sort the hours so that the employees “regular” hours will be less likely to become overtime. For example, the Sorted By Default Shift rule will make Evening and Night hours become overtime before Day hours for Day employees, while Day hours become overtime before Evening / Night hours for Evening and Night employees. The Sorted By Employee Shift will make all hours worked in the shifts that are NOT the employee’s current shift become overtime first.
Overtime Period Group – required for overtime period overtime.
Minimum Worked Hours - In the whole Overtime Period.
Maximum Worked Hours - In the whole Overtime Period.
Home Labor Levels
Level Type – the overtime levels are based on a fixed unchanging level or a dynamic level based on the employee’s shift history or pay rule.
- Fixed Hour Level – select this if the overtime level remains constant.
- Daily Hours – the daily hours specified in the employee’s shift history is the overtime level.
- Employee Shift Count x Hours – the overtime level is the number of shifts from the employee’s shift history multiplied by the daily hours from their shift history. Use this when hours that exceed the employee's regular amount of hours worked are paid as overtime, i.e. some form of “daily” overtime
- Full Time Shift Count x Daily Hours – the overtime level is the full time shift count from the employee’s pay rule times the daily hours from their shift history. Typically used for a weekly or pay period based overtime.
- 6th Shift – the overtime level is the total hours worked from the first five shifts. Therefore, anything worked in the 6th or any additional shift will calculate as overtime.
- Custom – this is a client specific rule.
Pay Type – If the pay type to use for paying overtime is fixed, then set here. If the pay type for paying overtime changes based on pay type of the hours counting towards the overtime, then set the lookup level, e.g. employees earning REG as their base pay type are paid OT for their overtime pay type, while employees earning SAL are paid SAL-OT.