Overtime

An overtime policy decides when worked hours move into the overtime column. It compares calculated worked time with the person’s norm; it does not set a pay rate.

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Choose the basis

Check the person’s employment details and norm before choosing the basis. A policy cannot correct an incorrect workload or employment period. With Daily, a day with 10 calculated worked hours and an 8-hour norm produces 2 overtime hours. A shorter day elsewhere does not cancel that daily excess. For a Summarized period, set Period length and Period start. For example, a three-month window beginning in January covers January to March before the next window begins in April. Begin evaluates the full period, so a longer day may be balanced by a shorter day before the window ends. A Summarized period also sets Shift across a month’s end: which month counts the hours of a shift that runs past midnight into a new month. Month it starts counts them all in the first month, Month it ends in the second, and Split at midnight counts each side in its own month. A new policy uses Month it starts. A Daily policy always counts the shift in the month it starts. A new workspace starts with Monthly overtime: a one-month Summarized period for everyone, counting a shift in the month it starts. If the team counts overtime another way, open Monthly overtime and change it. A second policy for everyone does not replace it: archive Monthly overtime first. A workspace brought over from Classic starts with its own overtime policies instead. With no overtime policy, Begin also measures overtime against each calendar month.

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Create the policy

To start from a policy you already have, open its row menu and choose Duplicate. The form opens with the policy’s settings and audience copied, the name marked as a copy and the status set to Draft. Nothing is saved until you save it.

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Read the result

Use Policy tester to confirm the person receives the intended overtime policy. Then compare Worked, Norm and Overtime in hour columns, after accounting for breaks and rounding. Reports show overtime as a calculated hour bucket beside worked and norm hours. Check the selected date range before comparing a summarised period, because a partial window does not describe the final period balance.

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Choose when a change starts

A policy change starts on the date you choose in Apply from when you save it. While the policy stays Daily, that is any day, today unless you pick a later one. If either the old or the new settings use a Summarized period, the change can start only where a window begins under both, and Apply from opens on the next such day. For a three-month window beginning in January, that is the next of 1 January, 1 April, 1 July and 1 October. Earlier days keep the rule that applied then, whether or not their entries are approved, and a report that spans the change sums each stretch under its own rule. To change earlier days too, choose Earlier dates too in Apply from, select Continue and pick a day in the past year by the same rule. If the policy has a later change that differs from your settings, its date must also start a window under both whenever either uses a Summarized period, and under the rule each person that change moves onto or off this policy leaves and the one they join. From that day to the later change, approved entries of the people it covers take your settings unless the preview counts them as kept, entries awaiting approval follow them, and reports recalculate from that month on.

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