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
Expand Overtime Computation by clicking the arrow
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 |
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*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 | 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
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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
Click on the
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If more than one query applies, select the additional fields and save.
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drop-down menu next to *Query Field and select the field you would like to query base off of.
Enter in a
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Condition
In - Provides a list of values that are available in the field that can be included
Not In - Provides a list of values that are available that can be selected to not include
= - equals (the exact value will need to be entered)
<> - not equals (the exact value will need to be entered)
Like - like (value will need to be entered)
Not Like - not like (value will need to be entered)
Enter in a Value
Click the Finish button to complete the setup. Click Publish for the rule to go into effect
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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 |
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Time Code | Defines one of the following:
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Action Flag |
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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