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In this section the actual Overtime policy rules are configured that define exactly in which cases the hours should be converted to Overtime.

To set up a new policy expand Time by clicking the arrow image-20240607-151514.pngImage Added

Expand Overtime Computation by clicking the arrow image-20240607-151656.pngImage Added

Expand Overtime Policy then click Overtime Rule

Click the Add button and fill out the required fields as applicable.

The options are documented below. An asterisk * indicates that the field is required.

 

Step 1

Field Name

Description

*Policy Name

Defines the policy name or brief description to describe the policy rule

User Message

Defines a message to appear to an end user (if any) when the policy conditions are met.

Active

Indicates if a policy is active

*Greater

Indicates the numbers hours that must be exceeded in order for the over time hours to be calculated. For example if any hours over 40 per week are considered overtime, the hours in this field should be 40. In case the overtime hours are any hours over 8 per day, this field should display 8.

Less Or Equal

Indicates the number of hours under which overtime rule applies. In case the overtime rule only applies to hours between 8-12 and any hours above are Double Time. This is an additional condition that is not required, but can be used in combination with the Greater field

Total Per Week

In an instance where overtime rule applies both by day and by week, the total number of hours per week can be specified in this field

Extra condition when Overtime rule is built by day. If a user does not meet the weekly total per week the Overtime will not be calculated per day.

*Apply On

Defines on which day or range of days the number of hours defined in the “*Greater” field applies

  • By Working Day

  • Sunday

  • Saturday

  • 7th Consecutive Day

  • 6th Consecutive Day

  • Any Day

  • By Week

  • Holiday

 

Step 2

 

In the step 2 of the policy setup indicate the policy conditions if overtime should only be calculated for hours charged to a specific project or a project group. To add a query condition, click the Add buttonFrom

  1. Click on the

...

If more than one query applies, select the additional fields and save.

...

  1. drop-down menu next to *Query Field and select the field you would like to query base off of. 

  2. Enter in a

...

  1. Condition

    1. In - Provides a list of values that are available in the field that can be included

    2. Not In - Provides a list of values that are available that can be selected to not include

    3. - equals (the exact value will need to be entered)

    4. <> - not equals (the exact value will need to be entered)

    5. Like - like (value will need to be entered)

    6. Not Like  - not like (value will need to be entered)

  2. Enter in a Value

Click the Finish button to complete the setup. Click Publish for the rule to go into effect

 

...

Pay Code Assignment

Click on the Pay Code Assignment tab to define which time codes are included in the overtime calculation and to indicate which time code is the Overtime.

Click the Add button to add a new pay code assignment

Field Name

Description

Time Code

Defines

on

one of the following:

  • A time code to be included in the total sum of hours that qualify a user for overtime. To add more than one time code, the additional lines may need to be added

  • A time code to be adjusted by overtime. When overtime is auto calculated the system converts any excess hours from “regular” to “overtime. The hours charged to the time code selected in this field will be adjusted.

Action Flag

  • Adjust Regular Time Code - the hours charged to the time code selected in the “Time Code” field above will be adjusted (reduced) and converted to Overtime

  • Only Count to Get Reg Time - the hours charged to the time code selected in the Time Code field above will be counted towards total hours for overtime calculation

Over Time Code

Indicated the time code that should be used as Overtime

 

When finished with the setup, make sure to click the Publish button to activate the policy