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.
*Reimbursement types;
**Paid overtime is only available in Hours, however Allowance overtime types can either be in Days or Hours.
You can set here if the Overtime type requires Approval, or multiple approval;
You can also choose who will receive certain emails and notifications from the system during the submit overtime / approval process. You can also choose whether the overtime type can be Auto Approved when your Approvers / Administrators submit overtime on a persons behalf or to Never allow the requests to be auto approved.
Restrictions allows you to set a limit on the number of Overtime Requests or Amount of Lieu / Paid time that can be submitted or accrued within a Week, Month or Year.
Select if Notes must be entered on request, approval, both, never (disables notes) or leave as Optional, though there is no way to enforce what content is supplied with Notes.
The Rates tab will only be available if you have selected the Reimbursement to be Paid, by Lookup or Allowance, by Lookup. This tab allows you to specify the Work Rate that can be submitted with this type of Overtime and what the staff members will get back as a Reimbursement Rate should the overtime request be approved.
For example if your company typically worked 10 hour days, you might offer something like the below;
Work Rate Reimbursement Rate
2.5 Hours 0.25 Days
5 Hours 0.50 Days
7.5 Hours 0.75 Days
10 Hours 1 Day
The Work Rate is how many hours the staff members are able to work when using this Overtime Type, once set the staff members will not be able to be more specific than the options provided. The Reimbursement Rate is what they are given back should the request be approved.
This will be only in Days or Hours depending on the Unit you selected on the Details tab.
From here you can choose which Groups have access to this particular type of overtime as well as what the Group is able to do with the overtime type. At the bottom of the screen you can Add the Groups that should have access to the overtime type, and what permissions they can have.
Permissions
Sometimes companies have particular policies whereby they only want certain Groups to SEE types of overtime but not request them, the Grouping function within WhosOffice will allow you to create specific Groups that carry certain Overtime Type permissions, these can be setup in addition to a staff member's normal Group (Department).
*Users with the overtime admin user role permission, will be able to enter overtime on behalf of staff under all Requested By options - except where this is set to NONE
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: https://www.whosoffice.com/support/knowledgebase/overtime-types
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