There are multiple ways to set up your overtime rules in Harmony's Time & Attendance module. All rules are 'grouped' ("Overtime Group") and rules within the Group are sorted in order of priority (i.e. rules with a higher priority will apply first).
Warning: If you change overtime rules in between timesheet periods, please check and validate your overtime rules in the current timesheet.
There are four (4) default overtime rules that can be auto-populated into the Overtime Group. They are created in this order (typical order):
By default, time offs are excluded as well for each overtime rule. All rules are organized in their typical and recommended order of priority.
Daily overtime refers to overtime that is calculated based on the number of hours worked per day. For example, if your employees work more than 8 hours per day, all worked time in excess of 8 hours per day will be considered as daily overtime.
When setting up the daily overtime rule type, you will be required to select which days it applies to as well as the number of hours per day and the relevant pay code.
Weekly overtime refers to overtime that is calculated based on the number of hours or days worked per week. When setting up the weekly overtime rule type, you will be required to select the type of weekly rule: Total Hours Per Week or Consecutive Days. In addition, you will need to enter the number of hours or days, and the relevant pay code.
This is your typical weekly overtime rule, based on the number of hours worked per week. For example, if your employees work more than 45 hours per week. all worked time in excess of 45 hours per week will be considered as weekly overtime.
This type of weekly overtime is calculated based on the number of days that an employee works in a row. For example, if the number of consecutive days is four, and the employee works Monday through Friday, then all hours worked on Friday will be considered as weekly overtime.
Statutory Holidays overtime refers to overtime that is calculated based on the hours worked on a statutory holiday. For example, if New Years' Day is a statutory holiday in your holiday calendar and an employee works that day, then all hours worked on that day will be considered overtime. When setting up the statutory holiday overtime rule type, you will be required to enter the number of hours per day and the relevant pay code.
Timesheet Period overtime refers to overtime that is calculated on a timesheet period, or pay period, basis. For example, if your timesheet period or pay frequency is bi-weekly, then overtime will be calculated based on hours worked in the entirety of the timesheet. When setting up the timesheet period overtime rule type, you will be required to enter the number of hours per timesheet and the relevant pay code.
Enabling the 'exclude unworked holidays' option identifies if unworked statutory holidays (i.e. where there is a holiday in your holiday calendars, but the employee did not work that day) will be included in overtime calculations. The shift length will be considered if this option is not ticked (i.e. unworked holidays will be included in overtime calculations).
Enabling the 'exclude projects' option identifies which projects, tasks, and/or activities will not be included in the calculations for overtime. For example, if an employee works on project A, but project A is excluded from overtime calculations, then the time that the employee worked on project A will not be included in the calculation. All other time worked on other projects will be included in the calculation.
Enabling the 'exclude time off' option identifies which time off types will not be included in overtime calculations, once approved. For example, if an employee takes time off using time off type Unpaid Leave, but Unpaid Leave is excluded from overtime calculations, then the approved time off request will not be included in the calculation for overtime. All other approved time off will be included in the calculation.