Using Custom Overtime Rules

Learn more about applying custom Overtime Rules to Companies and/or Jobs.

Note: Overtime Rules added to the Company or Job in BOLD apply specifically to Electronic CONNECT Timesheets. For assignments using manual time entry in Back Office, custom OT rules should be configured in Back Office at the Company, Order, and Assignment level. See Overtime Plans and Work Schedules for available OT plans in Back Office.

Classic Back Office OT Plans configurations can be found in the following areas listed in order that the system looks at in determining the OT Plan overrides:

• First - Card View > Snapshot > OT Plan
• If no plan in Card View, then Assignment > Detail > OT Plan
• If no plan in Assignment, then Order > Detail > OT Plan
• If no plan in Order, then Customer > Sales & Service > Service Info > OT Plan

CHAPTERS

Custom Job Order Templates for a Company/Customer
Set custom Overtime for a Job
Set default Overtime for Company

Custom Job Order Templates for a Company/Customer

1. Go to the Company's profile
2. Click on the Requirements Tab
3. Click Create New Order Template
   
   
   
4. Enter a Template Name (otherwise you aren't able to save your changes)
   
   
   
   
5. Select the Overtime Drop Down to Paid and Billed OT or Paid not Billed OT
   
   
   
   
6. Select your custom Overtime Rule from the Drop Down
   1. 1. If you have a 1 time use, click Custom Rates
         
         
         
         
7. Click Save

Set custom Overtime for a Job

1. Find the Job that you want to update.
   
2. Find the Operations & Financials section
3. Click on the Edit icon
   
   
   
   
4. Scroll down to the Overtime section
5. Select the Overtime dropdown to Paid and Billed OT or Paid not Billed OT
   
   
   
   
6. Select the custom Overtime Rule
   
   
   
   
7. Click on the Save icon
   

Set default Overtime for Company

1. Go to the Company Profile
2. Click the Edit icon on the Operational Information widget
   
   
   
   
3. Scroll down to Default Overtime Rule
4. Choose the desired option from Drop Down
   
   
   
   
5. Click on the Save icon