Setting Up Timesheet Options
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Overtime rules are only available with a Time & Attendance Edition license and can be configured at:
Administration > Timesheet Setup > Overtime Rules
When adding or editing an overtime rule, you must specify the following:
1. A name for the rule, which will be used to identify the rule when assigning it to users
2. Whether time off hours should be included when calculating overtime, and which time off types spe-
cifically
3. The template to use for the rule:
TheCalifornia Overtime rule allows you to pay users overtime based on different criteria
for straight time, hours, days, weeks and timesheet periods.
TheSingle Condition Rule allows you to set up a very simple overtime rule. You can
specify the number of hours that will determine whether the user is eligible for overtime
pay.
TheBi-Conditional Rule - OR (Apply both conditions) allows you to set up overtime
rules based on multiple criteria that are non-exclusive, so that overtime is paid as long as
one condition is met.
TheBi-Conditional Rule - OR (Apply condition that yields the highest pay) allows you
to set up an overtime rule that will determine the most beneficial calculation for the user.
TheBi-Conditional Rule - AND allows you to set up an overtime rule for multiple criteria
that must all be met in order to qualify for overtime.
TheDaily Overtime rule allows you to set up a very simple overtime rule for a particular
day. You can assign a rule to all days, holidays, work days, weekly days off, or a particular
day of the week.
4. The conditions for each rule, such as:
The number of hours above which time will be considered overtime
The days it will apply to
The pay code to apply to each level of overtime, which is used to label the overtime hours
and associate a pay multiplier with those hours
Whether each level of overtime should be banked. Refer to Specifying if and when Over-
time should be Banked on page 34 below for more information on this.
Specifying if and when Overtime should be Banked
Users can be allowed to bank overtime hours instead of being paid for those hours. Banked hours can be
used when booking or entering time off. Banked time is accumulated against the Time Off in Lieu time off
type.
Banked time can be set up in one of three ways:
Banked Time Option
Description
1. Automatic banking
Overtime hours you select in the user's overtime rule are automatically
banked
2. User banking
Each timesheet period, the user can choose to either bank:
ALL of their overtime hours, or
NONE of their overtime hours