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 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
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Field Name
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Description
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*Policy Name
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Defines the policy name or brief description to describe the policy rule
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User Message
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Defines a message to appear to an end user (if any) when the policy conditions are met.
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Active
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Indicates if a policy is active
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*Greater
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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.
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Less Or Equal
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indicates if overtime calculation should apply in case hours are less then than certain number
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Total Per Week
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This field is used only in case the timesheet reporting period is not weekly but the overtime calculation applies weekly
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*Apply On
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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 button
From the Query Field drop down menu select a a corresponding field
If more than one query applies, select the additional fields and save.
Click the Finish button to complete the setup.
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
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Field Name
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Description
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Time Code
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Defines on 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.
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Action Flag
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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
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Over Time Code
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Indicated the time code that should be used as Overtime