Overtime balance
- What are overtime balance rules?
- How do I set up the overtime balance?
- Can the employees see their overtime balance?
- How can I compensate overtime balance?
- Can I download an Overtime balance report?
- What types of compensation are available?
- How do I use the overtime balance?
- What is overtime balance and how does it work?
- Glossary
- Is it possible to set an expiration date for overtime hours?
- How can I know if several configured multiplying rules overlap on the same dates?
- Can I set up the compensation time period?
- How can I reset employees' overtime balance to 0 on the first day of the year?
- How can employees view their overtime balance from the previous year?
- Is it possible to compensate overtime from previous months?
- Can I configure Overtime Balance multiplier rules by hour units?
- How does overtime validation work?
- Is the overtime request validation generated automatically?
- How do I enable overtime validation?
- Can I enable overtime request notifications for admins and employees?
- Who can approve or reject overtime requests?
- How is overtime pending validation counted?
- How can I configure the overtime balance start count?
- What is automatic overtime validation and how do I enable it?
- What are the advantages of automatic overtime validation when enabled?
- Which clock ins/outs are affected by automatic overtime validation?
How do I use the overtime balance?
The first step is to configure the Overtime balance to define how you want to use it. One of the most important aspects is setting the compensation period.
Go to: Configuration >> Schedules >> Overtime balance >> Set compensation time period.
You’ll need to complete two actions. First, enable the option "Set compensation time period". You’ll then see a dropdown menu with several options, each with specific settings:
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Annual:
- Calculate at the end of the month: allows you to compensate for overtime accumulated during the previous month.
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Calculate until yesterday: allows you to compensate for overtime generated up until the previous day.
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Monthly:
- Natural month: the month starts on the 1st and ends on the 30th or 31st.
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Custom month: choose the start day, and the system will calculate until the same day of the following month.
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Bi-weekly: filter overtime in 15-day periods in the overtime balance screen.
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Weekly:
- Natural week: from Monday to Sunday.
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Custom week: choose the start day.
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Daily: filter overtime day by day in the overtime balance screen.
- Custom: apply a personalized filter to define the exact period you want to compensate overtime for.
How do I compensate overtime?
As a general role, you can access the overtime balance from Clock ins/outs >> Overtime balance. Once there, you can use the filters to view the information you need, whether for a specific employee, department, or workplace.
Keep in mind: the total overtime corresponds to the hours accumulated by an employee during the period you previously configured. The most common use is to compensate annually, either calculated until the previous month or calculated until yesterday.
To compensate overtime:
- Click Compensate.
- Enter the number of hours you want to compensate.
- Select the type of compensation.
If an employee hasn’t validated their clock ins/outs, as an administrator you can validate them on their behalf. If needed, you can also delete compensations from the Compensation history.
Finally, you can enable or disable the visibility of the overtime balance history in: Configuration >> Schedules >> Overtime balance.