Dashboard > Settings > Modules > Time > Time Configuration
> Overtime Rules
Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to create Overtime Rules, users will need Edit permissions for Settings
Our automatic overtime rules are easily configurable to be in line with your company's time tracking workflow. When setting up the rules, make sure all scenarios are included in the system.
For instance, set up an overtime rule for 8 hours. This means that any time over 8 hours is considered overtime. However, this would not catch people working over 40 hours in a week (7 hours for 6 days).
In this case, we would have a weekly rule for over 40 hours a week.
Creating and editing a profile
Create a profile for your overtime rules, then add each specification that is in line with your company. Click on the "Add Overtime Rule Preset" to create a new profile
To edit a profile, either click on the 3 dots to the far right of the profile and select "Edit" or click on the profile itself.
Configuration
There are two ways to configure your Overtime Rules: Tags or Classification. This allows you greater control over how you want to set your overtime rule and to whom.
Name/Description: The "Name" will appear above the description when viewing the profile. For example, "BC Rules" is the name and "default rule to apply" is the description in the screenshot above.
User tags: Create specialty overtime rules for users with certain tags. Custom tags can always be added via the "Team" tab(Dashboard > Team > Click on a user name > Tags > Input tag > Enter).
Classifications: Switch over to Classifications if you want to set your overtime rules based on the classifications chosen for your users. Classifications can always be added via the "Team" tab (Dashboard > Team > Click on a user name > Classification > Input classification > Enter)
Excluded Cost Codes and Work Type - When you have added work types for certain users, you can use this data to exclude them from the rule over time. The same goes for "Cost Code".
Work Types can be added or edited via the "Customization" tab (Dashboard > Company Settings > Modules > Time > Customization > Work Type) and Cost Codes can be added or edited via the "Cost Code" tab (Dashboard > Company Settings > Cost Code).
Combine these options or use them individually to specify your exact conditions.
Overtime Rules based on User Tags:
Overtime Rules based on Classification:
Rule set-up
Begin by adding a rule using the "Add rule" button in the bottom left. You will need to enter the following information to set up your rule.
Type
Choose how you want your rule set up: Consecutive (days), (single) Day, Week(ly), or Week Days
Description
Briefly describe its function
Time Type
The time type that will be present for the rule (Ex. OT, RT)
Requirements
The amount of time that needs to pass in order for the rule to be enabled
Target Days
Select the days you want to include in your rule
Target Work Type
Choose the specific Work Type you want to target in your rule
Target Dates
Choose the exact dates to include in your rule (ie; stat holidays)
Excluded Dates
Choose the exact dates that you want your rule to exclude
Excluded Work Type
Choose the Work Type you want your rule to exclude
Project Tags
Target specific Projects for your rule by utilizing Project Tags
Ordering Your Overtime Rules
The order of your overtime rules is very important. Rules are evaluated from top to bottom, so the system will apply the first matching rule it finds. To ensure accuracy, it’s best to arrange your rules in order of specificity:
Most specific rules go at the top
Examples include:
Stat Holiday rules (since they only apply to certain calendar dates).
Vacation and Sick Day rules (since they only apply to specific work types).
Broader, hour-based rules follow
Place the largest time threshold first. For instance:
Double Overtime (12 hours/day) should be above
Daily Overtime (8 hours/day) - This ensures that if an employee works 12 hours, the system doesn’t stop at the daily 8-hour OT rule and miss applying the double OT.
General rules last
Anything that is widely applicable and not tied to specific dates or work types should be ordered below the more targeted rules.
Tip: After arranging your rules, test them by running a few scenarios to confirm that overtime is being calculated correctly.
Note: When creating Week Day type rules, where you are targeting specific Work Types, be aware that they will supersede any Week type rules targeting those same Work Types.
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