Using Custom Overtime Rules

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

 

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. 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

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