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 that starts at 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 Preset
Create a preset 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 preset. Presets run in chronological order. Once a rule from a preset is applied to a user, later presets will not run. If no rules apply in the first preset, the system will continue checking the next preset in sequence.
To edit a preset, 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 specific 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).
You can 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, or Week(ly).
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
Because the system applies the last matching rule in your list, you must carefully arrange your rules so the more specific ones come later. This ensures broader rules apply first, and then get overridden by narrower or more targeted rules when needed.
Follow this best-practice order:
Broader, hour-based rules follow
Place the lower threshold first, then the higher threshold below it. Example:
Overtime after 8 hrs/day should be above
Double Time after 10 hrs/day
Why? If an employee works a 15 hr shift, they match both rules. Because the system applies the last match, the 10-hour Double Time rule at the bottom will override the 8-hour Overtime rule → ensuring the correct calculation.
Week-based rules to follow
For example:If you have a weekly overtime rule with a threshold of 40 hours/week, your rule will then bypass your hour-based rules to provide
Most specific rules at the bottom
These should always be last so they override anything above. Examples:
Stat Holiday rules (apply only on certain dates).
Vacation and Sick Day rules (apply only to certain work types).
Tip: After reordering, test your setup by simulating different scenarios (e.g., 9 hrs, 12 hrs, 15 hrs, holiday shifts) to make sure the correct rule applies every time.
Reordering Overtime Rules
With the new Actions dropdown, you can now select Reorder and adjust your rules to the order you require. The system will start with the rule in "Order 1" rule and continue down as your overtime rules necessitate.
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