This functionality is only available to clients who have purchased the Time Patterns and Filters Module
Overtime rules can be created which are automatically applied by a timesheet is submitted by a worker. These rules can be applied:
Daily - thresholds are applied per day
By Period - thresholds are applied to the entire timesheet period (e.g. week or month)
Consecutive days - thresholds applied after a number of consecutive days have been worked.
The overtime rule can be set against a rate name or the pay element used against the placement rate.
When a worker is paid a monthly rate regardless of hours or days worked but they are still required to record their hours/days against a timesheet, you can set a monthly rate filter against the placement. The monthly rate filter will allow you to specify a minimum number of days which must be worked for the monthly rate to applied, otherwise a pro rata can be set.
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Field Name | Description/Purpose |
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Applicable When | This field is not mandatory but will help other users to understand the parameters and purpose of the filter. |
Original Rate Name | This would be the no pay/charge rate (selectable by worker), you must enter the rate name exactly as it appears on the Main tab. |
Monthly Rate Name | This would be the monthly pay/charge rate (not selectable by worker), you must enter the rate name exactly as it appears on the Main tab. |
Minimum Days | Enter the minimum number of days that must be have hours or units entered against on the timesheet for the monthly rate to be paid to the worker. If the days worked is over the minimum days set, the full monthly rate will be paid. |
Pro Rata Days | If the days worked is under the minimum days specified, days worked divided by pro-rata days will be applied. Enter the pro rata days to be applied, this is usually 20 or 21 days for the average number of working days in a month. |
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