When you create your shift template, you can decide whether you want to grant overtime. This can be daily or weekly overtime, depending on your requirements.
How to set overtimes
You create your overtime rates, go to the 'Rate rules' section of your shift template. Click 'Edit'.
Please note, this 'Edit' button will be unavailable if the template is already in use. Please see the below article on editing templates if this is the case for the template you want to set up with guarantees.
On the next screen, you will see a number of rate rules available.
Daily overtimes
1) A basic overtime calculation, which will pay overtime after a set number of hours every day the same.
2) This takes you to the advanced options, where you can set different overtime hours for different days.
Weekly overtimes
3) You can also set a weekly overtime calculation. Once you tick 'Yes' it will bring up expanded options.
3a) Here you define how many hours will trigger the weekly overtime - this is a requirement once you enable this section.
3b) This is where you decide how to determine which rates are used for the overtime pay. There are a number of different options, shown below. If you select 'Use the nominated Weekly Overtime rate' or 'Use tiered nominated Weekly Overtime rates', these reflect the amounts set up in your Rates section of the template.
'Apply the OT rate dynamically for every minute of OT worked'
All minutes after reaching the threshold will be calculated on the higher overtime rate
'Use a day or night OT rate depending on whether more day or night hours worked (lowest applicable rate)'
In a scenario where there is a different OT rate applicable during day and night, the system will apply the rate that had more hours worked on it in that week
'Use the nominated Weekly Overtime rate'
Apply the weekly OT pre-set as a separate rate band in the Rates section
'Use tiered nominated Weekly Overtime'
You can also have tiered weekly overtime rates based on the number of hours worked in the week
For example: 44h worked qualifies for OT, 48h worked qualifies for OT2
'Use the OT rate from the rate type that has the largest number of worked hours during the week'
In a scenario where multiple overtime rates are applicable for the different times the shifts are worked, the system will apply the OT rate connected to the largest number of hours worked in the week
3c) You can choose whether to apply these rates to the lowest or highest value hours, or to switch depending on whether more day or night hours have been worked that week.
3d) Here you can decide whether your weekly overtime rates could reduce the overall pay and charge. For example, in a situation where the base rate is higher than the overtime rate, the system would still apply the overtime. If this feature is not switched on, the system will not apply the overtime if they are lower.
3e) This feature determines whether if a worker has a holiday booked during the week, if the hours from this holiday can also contribute to the overtime threshold.
Once you have determined all these rules, just click the blue 'Save' button at the bottom of the page.
For more information on how to set up your rate rules in general, please see the below article:
How to apply your guarantees
Both daily and week overtime guarantees are applied automatically to your worker's shifts, once the rules have been set up.
In the Finance tab, daily overtime would look like this. You can see the "OT" rates have been applied dynamically, in relation to what time the shift was.
In the Finance tab, weekly overtime would look like this. PLEASE NOTE - weekly overtime does not get added to the timesheet until every shift for that worker that week has been submitted and approved.
