Custom Overtime Rules

Overview

Updated 10/01/2021

Create, edit and use custom Overtime Rules

• Permissions needed for access to Custom Overtime Rules
• Creating and editing custom Overtime Rules
• Applying custom Overtime Rules to Companies and/or Jobs

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Permissions

Create or edit custom Overtime Rules

Custom Job Order Templates for a Company/Customer

Set custom Overtime for a Job

Set default Overtime for a Company/Customer

Custom Rates (1-time scenarios)

Change Log Date	Change Log Description
06/18/2021	Added screenshots and formatting
05/20/2021	Added information for "7th Consecutive Day" feature
04/13/2021	Added detailed steps for creating/using OT Rules
03/30/2021	Broken images updated
04/03/2020	Article created

Permissions

To give access to Users to select the custom Overtime Rules

1. Click on Account & Settings
2. Click on User Accounts
3. Go to the User's profile
   
   
   
   
4. In the Management Section
   1. Click the Sales Manager checkbox
      
      
      
      
5. Click the Save button
   
   
   
   
   1. Recommend having the User log out and log back in to see the new permissions

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Create or edit custom Overtime Rules

1. Click on Back Office tab
   
   
   
   
2. Click on Create and Edit Overtime Rules Tile
   
   
   
   
3. To create a new one, ensure that New Rule is selected
   
   
   
   
   1. Enter a 'Rule Name' for the new custom Overtime Rule
   2. Turn 'On' any custom settings: Overtime, Doubletime, Overtime Week and 7th Consecutive Day
      
      
      
      

      1. On the 7th consecutive day of work in a single work week, we calculate:

         Overtime for the first 8 hours worked, and Doubletime for all hours worked in excess of 8. 

         Note: No overtime pay is calculated for the 7th consecutive day of work in a single work week when the total hours of employment during such work week do not exceed 30 hours and the total hours of employment in any one workday thereof do not exceed 6. 
         
         

   3. Add rates as needed
   4. Click Save
      
      
4. If you want to edit an existing one, choose it from the Drop Down menu on Select a Rule
   
   
   
   
   1. Then make any necessary changes 
   2. Click Save
      
      

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Custom Job Order Templates for a Company/Customer

1. Go to the Company's profile: 
2. Click on 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
   
   

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Set custom Overtime for a Job

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

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Set Default Overtime for a Company/Customer

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

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Custom Rates (1-time scenario)

• Start a candidate on a position
• When entering the details, select whether there is overtime and then select the overtime rule from the drop-down.
• If there are custom overtime rates, select the Custom Rates checkbox and then fill in the overtime and double overtime fields. 

Note that if Custom Rates is selected, the custom rate will override the overtime rule. 

• Once the rules or custom fields are entered, they will automatically be applied when processing bill and pay.

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