Overtime Policy

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

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 if overtime calculation should apply in case hours are less then than certain number
Total Per Week	This field is used only in case the timesheet reporting period is not weekly but the overtime calculation applies weekly
*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 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

Field Name

Description

Time Code

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.

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