Creating Overtime Rules (Daily, Periodic, Consecutive Days)

This functionality is only available to clients who have purchased the Time Patterns and Filters Module.

Overtime rules are automatically applied to a timesheet when it is submitted by a worker. These customisable rules can be set against each placement so several overtime rules may be in use at any time to meet contractual needs. Overtime 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. 

Creating an Overtime Rule

1.    Go to System Configuration > Timesheets > Overtime Rules. Existing overtime rules will be listed, alternatively to create a new rule click on Create.

2.    Under the General section, select whether you would like to add the rule against rates by name or rates by pay element.

For daily overtime rules:

For period overtime rules:

For consecutive working day overtime rules:

3.    Once complete, click Save.

4.    To apply the overtime rule to a placement go to Profiles > Placements > Edit. Under the Timesheet tab, select the rule from the Overtime Rules dropdown.

Examples of application of overtime rules: 

Any worked hours <= 37 hours between Monday to Friday to be paid at standard rate (Standard), any hours > 37 hours to be paid at overtime rate 1 (OT1).

Any worked hours <= 7.5 hours on any day to be paid at standard rate (Standard), any hours > 7.5 hours to be paid at overtime rate 1 (OT1).

Any worked hours <= 7.5 hours on any day to be paid at standard rate (Standard), any hours > 7.5 hours to be paid at overtime rate 1 (OT1). Any hours > 9.5 hours to be paid at overtime rate 2 (OT2).

Any worked hours between Monday to Friday to be paid at standard rate (Standard), any hours worked on Saturday or Sunday to be paid at overtime rate 1 (OT1).

Any worked hours <= 7.5 hours on any day to be paid at standard rate (Standard), any hours > 7.5 hours to be paid at overtime rate 1 (OT1). Any hours worked on Saturday to be paid at overtime rate 2 (OT2).

Any hours worked Monday to Friday to be paid at standard rate (Standard). Any hours worked on Saturday or Sunday to be paid at overtime rate 1 (OT1) where => 37 hours have been worked between Monday to Friday.

Any worked hours <= 40 hours between Monday to Friday to be paid at standard rate (Standard). Any hours worker > 40 hours between Monday to Friday to be paid at overtime rate 1 (OT1). Any hours worked on Saturday or Sunday to be paid at overtime rate 2 (OT2). Any hours worked on a bank holiday to be paid at overtime rate 3 (OT3).

Normal hours paid at Standard Rate. More than 8 hours worked Monday to Friday to be paid at OT1. Saturday paid at OT1 unless more than 40 hours worked in the period then OT2. Sunday paid at OT2 then OT3 when more than 4 hours worked on that day. Any hours worked on a bank holiday to be paid at overtime rate 3 (OT3).

Normal hours paid on Standard rate. Any hours worked more than 5 consecutve days to be paid at OT1.

Normal hours paid on Standard rate. Normal time after 4 consecutve days to be paid at OT1, more than 6 hours worked per day after 4 consecutive days paid at OT2.

Overtime Rules: Period trigger for enabling daily thresholds

Firstly, within your placement go to the  Advanced Tab, and within Filters select Time Pattern Filter and Recalculate filter this will allow the overtime rules to apply.

Click on the System Cog, and go to the Timesheet Panel and select Overtime Rules.

Time over threshold goes onto Rate (Existing behaviour): Existing behaviour of Period threshold applied when user selects this option.

Threshold Hours - The number of hours for which the overtime threshold will be met. Any hours over this threshold for the timesheet period will be applied to the over threshold rate or Pay Element you select. 

Time over threshold triggers Daily Thresholds: This option is added to make the Period threshold be a trigger for enabling the daily thresholds, rather than a threshold that picks it’s own rate.

Checkbox - "Use Total Hours for Period Thresholds" not ticked in conjunction with "Time over threshold triggers Daily Thresholds" option- Daily thresholds kick in only after period threshold is reached.

Checkbox - "Use Total Hours for Period Thresholds" ticked in conjunction with "Time over threshold triggers Daily Thresholds" option- The Daily thresholds will apply to ALL days if the period threshold has been exceeded.

Overtime Rules: Separate overtime rates for individual days 

All days from Monday to Friday are added so that overtime rules can be customised – Per Day and Per Period basis for each day.

For daily overtime rules:

For period overtime rules: