Configure Overtime Rules for Timesheets

You can configure overtime rules to automatically apply overtime and double time rates. Company rules are applied to all projects by default and apply to Timesheets, Timecards, My Time, and Daily Log Timecard entries. You can create project rule sets that override the company rules, and apply them to specific projects.

• Required User Permissions

• Enable and Configure Company Overtime Rules

• Create Project Overtime Rules and Assign to Projects

Enable Overtime Management and Configure Company Overtime Rules

1. Navigate to the company's Timesheets tool.

2. Click the Configure Settings icon.

3. Click the Overtime Management tab.

4. Move the 'Enable Overtime Management' toggle ON.

5. Optional: Move the 'Always automatically apply overtime rules when creating time entries' toggle ON.
   Note: If this toggle is off, users entering timesheets can select whether or not to apply overtime rules.

6. Configure Overtime Time Types

    Important

   Time types should match your ERP or payroll system to streamline payment processing. See Configure Payroll Settings.

   1. If you have already configured the Overtime Time Types, click Edit.

   2. Select the time type to apply to Regular Time.

   3. Select the time type to apply to Overtime Time.

   4. Select the time type to apply to Double Time.

   5. Click Next or Done.

7. Create a 'Company Ruleset' that is applied by default to all projects.
   Note: Regular time is applied until employees exceed the thresholds you configure.

   1. If you have already configured the Company Default Ruleset, click Edit.

   2. Mark the checkbox to Apply Weekly Overtime Rules.

      1. Enter the number of hours in a week after which overtime is applied.

   3. Mark the checkbox to apply Daily Overtime Rules.

      1. Enter the number of hours in each day after which overtime time is applied.

   4. Mark the checkbox to apply Daily Double Time Rules.

      1. Enter the number of hours in each day after which double time is applied.

8. Click Save or Enable.

Create Project Overtime Rules and Assign to Projects

1. Navigate to the company's Timesheets tool.

2. Click the Configure Settings icon.

3. Create or Edit Rule Sets.

   • Click Create New.

     1. Enter the name of the 'Project Rule Set'.
        Note: Regular time is applied until employees exceed the thresholds you configure.

   • Click Edit next to the rule set.

4. Mark the checkbox to Apply Weekly Overtime Rules.

   1. Enter the number of hours in a week after which overtime is applied.

5. Mark the checkbox to apply Daily Overtime Rules.

   1. Enter the number of hours in each day after which overtime time is applied.

6. Mark the checkbox to apply Daily Double Time Rules.

   1. Enter the number of hours in each day after which double time is applied.

7. Save the rule set:

   • Click Save.
     Note: You can assign the rule set to projects at a later time by clicking the link in the 'Assign projects' column.

   • Click Save and Assign to Projects.

     1. Mark the checkboxes for the projects you want to assign the rule set to.

     2. Click Save.