Overtime Ranges

Modified on Tue, 26 Jul, 2022 at 7:39 AM

Overtime ranges is a method used to allocate overtime hours to different overtime rates.  For example an employee with 15 hours overtime may have the first 10 hours at one rate and the balance at another.

 

This can work in 2 ways, the first is where overtime is paid after a minimum number of standard hours have been worked, and the other is where overtime is paid at different rates regardless of any minimum hours.

tog_plus       Method 1 - Minimum Hours

In the example below we have assumed that the standard working hours are 176 hours per month.  When this number of hours have been worked then the employee is eligible to earn overtime at the rate of 2.0 for the next say 10 hours and then at a rate of 2.5 for hours worked beyond that.

 

To set up the overtime ranges:

Step 1

Setup the Overtime Description and standard hours

Go to the 'Edit', then 'Overtime Ranges' menu options

Press 'Insert' to setup the type of overtime.

Press 'Apply' to save the entries made

 

Description

Describe the type of overtime eg. Sports Industry - Off Day

Period Type

Use the dropdown menu to select the type of period

Day Type

Use the checkboxes to select the 'Day Type' to be covered by the overtime

Min. Hrs

Enter the hours of standard time that should be worked before overtime applies

 

TC_Overtime Ranges 1

 

Step 2

Once the 'Apply' button has been pressed the 'Insert' button in the lower part of the form becomes active.  Use this bottom section to setup the rates that apply to the overtime:

Press 'Insert'

Enter the Upper threshold of the overtime hours worked

Use the radio button to select the rate that applies to the overtime range.

Press 'OK' to save the Overtime Rate

TC_Overtime Ranges 2

 

Threshold

Enter the number of hours (standard hours plus the first range of overtime eg. 176 hours standard time and 10 hours overtime = 186).

Rates

Select the rate that applies to the overtime range.  If 'Other' is selected then enter the rate that applies.

 

Hamish has sent Thamu a backup so that he can check why errors are being thrown.

 

We want to be able to show overtime hours coming through using this method

 

Explain how the 'Day Types' work. - this needs to be tested through

 

Would you need to setup separate Overtime ranges for Holiday, Off-Day and Shift Day?

 

Would you be able to tick more than one Day Type when setting an overtime range?

Step 3

Now that the overtime ranges have been setup, they now need to be allocated to the employees to which they apply.  

 

This can be done for a group of employees, in bulk, to do this:

Go to the 'Edit', then 'Bulk Employee Master Update' menu options

Select the 'Apply Overtime Range' checkbox, then

Select 'Yes' under the 'Field Value'

Select the employees to which the overtime range applies by pressing the 'Employees' button

Press 'OK' to save the entry

A confirmation message then displays that the entry has been made,

Press 'OK' to confirm, then

Press the 'Close' button to close the screen and move to the next task.

 

This can be done one employee at a time, to do this:

Go to the 'Edit', then 'Employee Master' menu options

Select the employee to which the overtime range applies

Go to the 'Time Control Settings' tab.

Place a tick in the checkbox 'Apply Overtime Ranges' which can be seen near the bottom of the screen as shown below:

TC_OvertimeRanges3

tog_plus       Method 2 - Where there are no Minimum Hours

Under this method no minimum hours are set before overtime is earned.

 

To set this up:

Go to the 'Setup', 'Defaults' and then the 'Attendance' menu options

Select the 'Custom Options' tab

Place a tick against 'NEC Overtime Splits'

Press 'OK'

 

TC_NEC Overtime Splits

Once this is done we then setup the Overtime Ranges under the Edit menu, to do this:

Step 1

Go to the 'Edit', then 'Overtime Ranges' menu options

Press 'Insert' to setup the type of overtime.

Enter the 'Description' of the overtime

Use the Dropdown menu to select the type of 'Rotation'

Use the Dropdown menu to select the type of 'Slot'

Tick the days of the week that this overtime applies to

Press 'Apply' to save the entries made

Description

Describe the type of overtime eg. Weekend Overtime

Rotation

Use the dropdown menu to select the type of 'Rotation' that this overtime applies to.  See the topic Slots, Shift and Rotations.

Slot

Use the dropdown menu to select the type of 'Slot' that this overtime applies to in addition to the 'Rotation' that was set above .   See the topic Slots, Shift and Rotations.

Days

Select the 'Days' of the week that this overtime can be worked.

 

Step 2

Once the 'Apply' button has been pressed the 'Insert' button in the lower part of the form becomes active.  Use this bottom section to setup the rates that apply to the overtime:

Press 'Insert'

Enter the 'Start Time' and the 'End Time' for the overtime

Use the radio button to select the 'Rates' that applies to the overtime range.

Press 'OK' to save the Overtime Rate

 

TC_NEC Overtime Setup

 

 

Threshold

Enter the number of hours (standard hours plus the first range of overtime eg. 176 hours standard time and 10 hours overtime = 186).

Rates

Select the rate that applies to the overtime range.  If 'Other' is selected then enter the rate that applies.

 

Explain how the 'Day Types' work. - this needs to be tested through

 

Would you need to setup separate Overtime ranges for Holiday, Off-Day and Shift Day?

 

Would you be able to tick more than one Day Type when setting an overtime range?

Step 3

Now that the overtime ranges have been setup, they now need to be allocated to the employees to which they apply.  

 

This can be done for a group of employees, in bulk, to do this:

Go to the 'Edit', then 'Bulk Employee Master Update' menu options

Select the 'Apply Overtime Range' checkbox, then

Select 'Yes' under the 'Field Value'

Select the employees to which the overtime range applies by pressing the 'Employees' button

Press 'OK' to save the entry

A confirmation message then displays that the entry has been made,

Press 'OK' to confirm, then

Press the 'Close' button to close the screen and move to the next task.

 

This can be done one employee at a time, to do this:

Go to the 'Edit', then 'Employee Master' menu options

Select the employee to which the overtime range applies

Go to the 'Time Control Settings' tab.

Place a tick in the checkbox 'Apply Overtime Ranges' which can be seen near the bottom of the screen as shown below:

TC_OvertimeRanges3

 

 

 

Step 3

Now that the overtime ranges have been setup, they now need to be allocated to the employees to which they apply.  

 

This can be done for a group of employees, in bulk, to do this:

Go to the 'Edit', then 'Bulk Employee Master Update' menu options

Select the 'Apply Overtime Range' checkbox, then

Select 'Yes' under the 'Field Value'

Select the employees to which the overtime range applies by pressing the 'Employees' button

Press 'OK' to save the entry

A confirmation message then displays that the entry has been made,

Press 'OK' to confirm, then

Press the 'Close' button to close the screen and move to the next task.

 

This can be done one employee at a time, to do this:

Go to the 'Edit', then 'Employee Master' menu options

Select the employee to which the overtime range applies

Go to the 'Time Control Settings' tab.

Place a tick in the checkbox 'Apply Overtime Ranges' which can be seen near the bottom of the screen as shown below:

TC_OvertimeRanges3

 

Step 4

Ensure that the overtime hours worked are authorized.  There are a number of ways of authorizing overtime.  The 'Bulk' option is the quickest and most convenient method, but it can also be done using the time card, one employee at a time or by using the speed input method.  These are the menu options:

 

TC_Authorize Overtime

See the Authorizing Overtime section to see how the different methods operate.

 

Step 5

Run the Calculation Routine.  Running the Calculation Routine is a standard procedure before extracting reports and exporting data.

Step 6 xxxxxxxxx

tog_minus       Export Overtime to Spreadsheet or textfile

Those clients that do not have the Belina Payroll Module can export overtime hours worked to spreadsheet, to do this:

Go to the 'Utilities', 'Export Data', then 'Time Clocking Records' menu options

range selection screen displays

Select the employees, or range of employees, for which overtime hours are to be exported

A screen displays the selection.  

Scroll across to the right to see the overtime values coming through.

TC_Export Time Management2

Check the details that are displayed to satisfy yourself that the correct selections have been made and that the information is as expected

When satisfied press the 'Export' button.

The following screen displays:

 

TC_Export Time Control

Destination File Type

Select the file format that you require for the export, in this case it is 'Excel' (spreadsheet) format

File Has Column Headers

Tick the checkbox if you would like the first row of the export file to contain explanatory headings

Create Read Only File

Export the file in 'Read only' format so that the file cannot be changed or edited.

Destination File

Enter a suitable filename

Destination Folder

Use the elipsis button to select the destination folder into which the export file will be saved.

 

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