I need to mark overtime/extra-time based on staff’s working hours on daily/weekly basis. How can I do it? (Overtime policies)

 

Admins can set policies to track overtime as per organization rules. It can be done as follows

 

Setup up Overtime policy

Admins need to enable the overtime approval policy from Settings > Policies > Click on Add new policy > Search “overtime” > list of all overtime-related policies will be displayed > Select and enable as required

We have two ways to set it up – either apply a common rule or define it for each category of staff.

There are certain pre-defined overtime policies like

– Mark Overtime based on extra ‘Worked hours’ on a daily basis or weekly basis.

 Add ‘Overtime’ only after a minimum of X minutes of extra work

– Overtime rounding policy

– Admin approval is required for all Overtime

– Auto approve/reject Overtime requests after predefined days

 

You can activate or deactivate them from the Settings > Policies section.

 

 

 

Set up OT policies at the organization/site level or staff category level

When the Overtime policy is enabled, choose if you want to enable it at the site level, staff category level, or shift level

 

Enable approval policy

If overtime requires approval then enable policy P49: Admin approval required for all Overtime

Once this policy is enabled all overtime recorded will appear in ‘Alerts & Approvals’ section. Admins/Managers can approve/reject from here.

 

 

Overtime view in Timesheet

Overtime calculated based on the enabled policies on a daily or weekly basis will be visible in the Timesheet and daily Time Card of the staff.

It will also be visible in Timesheet Report.

 

Time card view

 

Timesheet view