Overtime Types

Create Overtime Types that you can make available to your staff members. Overtime can be used to reimburse a staff member with Lieu Time or as a record for payment purposes. For each type, you can customise the preferences to best suit your companies requirements i.e. Which Allowance Pot it attributes to (if any), what the Overtime Rate is i.e. 1.5 Days (time and a half) and who has access to the Overtime Type etc.

CREATE OVERTIME TYPES

  • From the Overtime Menu, select Overtime Types

  • Click Create New Overtime Type
  • Enter the Code and Name
  • Choose what type of Reimbursement to have, Allowance or Paid*
  • Enter the Overtime Rate e.g 1.5 (time and a half)
  • Choose which Unit the overtime will be available in, Days or Hours.**
  • Select which Allowance Pot if any the Overtime is attributed to (if Allowance reimbursement is selected).
  • Click Save and you will have access to the other tabs.

*If you choose to set the Reimbursement Type to Allowance, then the staff member could be granted Time in Lieu back for the request, however if you choose Paid then the Overtime is simply recorded as information.

**Paid overtime is only available in Hours, however Allowance overtime types can either be in Days or Hours.

The Approvals Tab

The Approvals Tab allows you to set what level (if any) of Approval is needed for this Overtime. You can also setup which emails and notifications will be sent out to who. You can also choose whether the overtime type can be Auto Approved for when your Approvers / Administrators submit overtime on a persons behalf or Never allow the requests to be auto approved.

The Restrictions Tab

Restrictions allows you to set a limit on the number of Overtime Requests or Amount of Lieu / Paid time that is allowed within a Week, Month or Year.

The Options Tab

The Options Tab allows you to set whether the Overtime requires Notes and when to submit the Notes i.e. On Request and Approval.

The Groups Tab

The Groups Tab allows you to set which Groups have access to the Overtime Type and what permissions they have. For example, you can set some Groups to be able to See the Overtime Type in the calendars but not be able to Request it.

History (Log)

Allows you to keep track of any changes made to the Overtime Type, along with who made the change and when it was changed. You can refer to this page when enquiries are made about the Overtime Type.

 

 

 



Title: Overtime Types
Category: Overtime
Posted: Friday, 19th Sep 2014
By: Callum Ellis
Direct link: http://www.whosoffice.com/support/knowledgebase/overtime-types


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