Daily Overtime Plus Rule

Each hour type’s duration can be defined by one of these tokens:

• =#, where # is any non-negative integer, representing an interval of minutes. For an example, see Business Example 1 - Daily Overtime Plus Rule.
• =0, only used after the first token, it represents scheduled time. For an example, see Business Example 5 - Daily Overtime Plus Rule.
• =EMP_VAL#, where # is an employee value field (numbered 1 to 20) that contains a non-negative integer. For an example, see Business Example 3 - Daily Overtime Plus Rule.
• =EMPDUF~UDFNAME, where UDFNAME specifies the name of a user-defined field containing a non-negative integer.

Additional operators can be used with the tokens:

• *, to designate cumulative number of minutes. Generally combined with =0 on the first token, so that unscheduled time up to a certain limit is paid at an overtime rate. For an example, see Business Example 5 - Daily Overtime Plus Rule.
• |#, to define a default value for UDFs or employee values. For an example, see Business Example 3 - Daily Overtime Plus Rule.
• (#), to define the UDFs or employee value multiplier. The actual duration becomes the number stored in the specified UDF or employee value field, multiplied by this multiplier. For an example, see Business Example 3 - Daily Overtime Plus Rule.

Select the eligible hour types.

Select the eligible time codes. Leave blank to configure the rule to consider all time codes eligible.

As the rule counts the eligible time employees recorded on their timesheets, it also checks for reset time codes. If any exist on the timesheet for the duration specified (or longer), the rule resets the duration of eligible time to 0.

Specify a comma-separated list of time codes and durations that reset the count of eligible time for the day, such as LATE=45, GAP=240. You can also configure the rule to check for any duration of a reset code by setting it equal to 0. For example, with SICK=0 the rule checks for any duration of the SICK time code.

Employees can still earn overtime even if they record a reset time code. When calculating overtime the rule will count the duration of eligible time before the reset time code and pay overtime if it is earned. Then the eligible time is reset to 0 and the rule counts the eligible time after the reset time code, and pay overtime if it is earned.

For an example, see Business Example 2 - Daily Overtime Plus Rule.

For example, you can use this option with the Required Rest parameter so that an employee who reaches the overtime threshold stays at overtime until they have sufficient rest (for example, 8 hours), regardless of whether their collective work time spans multiple days. Under this configuration, if an employee finishes work at 23:00 on Friday and comes back into work at 5:00 on Saturday morning, the overtime calculation would consider the eligible work details on both days.

By default, this option is disabled (meaning the overtime calculation starts anew on each work date).

When determining how much rest an employee has had over two days, the rule compares the end time of the last eligible work detail from yesterday and the start time of the first eligible work detail from today. If the interval is less than the interval defined in the rule (for example, 480), the employee will be considered to have had insufficient rest and their current overtime eligibility will pick up from where it left off at the end of the previous day.

For an example, see Business Example 6 - Daily Overtime Plus Rule.

When this option is cleared, the hour types from both the Hour Set Description and Work Detail Hour Types parameters are eligible. This is the default.

When this option is selected, only the hour types specified in the Work Detail Hour Types parameter are eligible. The hour types in the Hour Set Description parameter are still used to determine the rest period between yesterday and today.

For example, assume this rule configuration:

• Hour Set Description: REG=480, OT1=9999
• Work Detail Hour Types: REG
• Work Detail Time Codes: WRK
• Can Continue From Yesterday?: Selected
• Required Rest: 480

Consider an employee that has 2 hours of WRK on the previous work day from 17:00 to 19:00 with the OT1 hour type and 9 hours of WRK on the current work day from 2:00 to 11:00 with the REG hour type for a rest period of less than 8 hours.

By default, the 2 hours of OT1 from the previous work day are eligible as OT1 is included in the Hour Set Description parameter. Therefore, the rule would calculate 3 hours of OT1 on the current work day.

However, if the Limit to Eligible Details option is selected, the 2 hours of OT1 from the previous work day would no longer be eligible as OT1 is not included in the Work Detail Hour Types parameter. Therefore, the rule would calculate only 1 hour of OT1 on the current work day.

• No: Includes breaks in the schedule duration. This is the default.
• Unpaid Breaks: Excludes unpaid breaks from the schedule duration.
• All Breaks: Excludes all breaks from the schedule duration.

For example, an employee is scheduled from 8:00 to 15:30 with a scheduled break from 12:00 to 12:30. By default, the break is included in the schedule duration, so the rule uses a duration of 7.5 hours in its calculations. If you configure the rule to exclude the break from the schedule duration, the rule would instead use a duration of 7 hours.

Select the eligible premium hour types. If left blank, only premiums with time codes specified in the Premium Time Codes parameter count toward overtime.

If both Premium Hour Types and Premium Time Codes are left blank, the rule ignores premiums when calculating overtime.

Select the eligible premium time codes. If left blank, only premiums with hour types specified in the Premium Hour Types parameter count toward overtime.

If both Premium Time Codes and Premium Hour Types are left blank, the rule ignores premiums when calculating overtime.

This parameter specifies the hour types that count toward overtime but are not eligible to earn overtime. The rule counts work details with protected hour types against the threshold values defined in the Hour Set Description parameter, but does not change the hour types of protected work details or insert a corresponding premium.

For an example, see Business Example 3 - Daily Overtime Plus Rule.

Hour types specified in this parameter must also be specified in the Work Detail Hour Types as well.

Select the protected hour types. If left blank, no hour types are protected.

Overtime is not earned on protected work details alone. On any day that an employee has only recorded protected work details, the rule does not pay any overtime or premiums.

This parameter specifies the time codes that count toward overtime but are not eligible to earn overtime. The rule counts work details with protected eligible time codes against the threshold values defined in the Hour Set Description parameter, but does not change the hour types of protected work details or insert a corresponding premium.

For an example, see Business Example 3 - Daily Overtime Plus Rule.

Time codes specified in this parameter must also be specified in the Work Detail Time Codes as well.

Select the protected eligible time codes. If left blank, no time codes are protected.

Overtime is not earned on protected work details alone. On any day that an employee has only recorded protected work details, the rule does not pay any overtime or premiums.

This parameter is selected by default and the rule converts eligible work details that fall within the duration of the first hour type's threshold in the Hour Set Description to that hour type. So, if Hour Set Description is set to REG=480, OT1=600, OT2=9999 the hour types of the first 480 minutes of eligible work details are converted to REG.

Clear the check box to configure the rule to only convert the hour types of eligible work details above the first threshold.

This parameter determines how overtime is applied. When cleared, the rule applies overtime starting at the end of the day, working backwards until all overtime is applied to eligible time.

When selected, the rule attempts to apply overtime to eligible work during unscheduled time. Scheduled time is only paid at an overtime rate if an employee is scheduled beyond the overtime threshold.

When an employee earns overtime during unscheduled time, as is most often the case, the rule ensures that the eligible work details that occur during scheduled time have the REG hour type (or the first hour type in the Hour Set Description); also, the first eligible work details in unscheduled time have this hour type when the first overtime threshold is beyond the employee's scheduled time.

For example, with an Hour Set Description of REG=540, OT1=9999 and an employee who is scheduled for 8 hours (480 minutes), but works 10, earns 1 hour of overtime. The 8 hours of scheduled time and the first hour of eligible work details during the overtime period have the REG hour type. The rest is assigned the OT1 hour type.

For another example, see Business Example 4 - Daily Overtime Plus Rule.

Select to ensure the rule does not pay overtime at a lower rate to the employee's original rate.

When selected, the rule does not convert eligible hour types to overtime hour types with lower multipliers. For an example, see Business Example 1 - Daily Overtime Plus Rule.

When the check box is cleared, the rule converts eligible hour types according to the related configuration, without comparing the overtime hour type to existing hour types.

Select to configure the rule to insert a premium for eligible work that satisfies the first threshold. The rule inserts a premium of equal length to the time the employee worked in the first threshold of the Hour Set Description parameter.

So, if Hour Set Description is set to REG=480, OT1=600, OT2=9999 and the employee worked 540 minutes of eligible time, the rule inserts two premiums: 480 minute premium with the REG hour type, and a 60 minute premium with the OT1 hour type.

Clear the check box to configure the rule to only insert premiums for eligible time employees work beyond the first threshold.

This parameter determines how overtime premiums are inserted. When cleared, the rule inserts overtime premiums matching the eligible work that earned the premium, starting at the end of the overtime period and working backwards until all overtime has been paid out as premiums.

When selected, the rule attempts to insert overtime premiums matching eligible work during unscheduled time. Premiums are only paid for eligible scheduled time if an employee is scheduled beyond the overtime threshold.

When an employee earns overtime during unscheduled time, overtime premiums are inserted to match the first eligible work outside of the schedule that earned the employee overtime.

For example, with an Hour Set Description of REG=540, OT1=9999 and an employee who is scheduled for 8 hours (480 minutes), but works 10, a 1-hour overtime premium is inserted. The first hour of unscheduled eligible work details during the day did not earn the employee overtime, so the premium is paid to match on the next 1 hour of unscheduled eligible work.

This parameter is not used if one of the labor metrics under Override Premium Default Labor Settings has been set to Allocate proportionally by.

Select to populate the Start Time and End Time fields on the Daily Timesheet and the Work Details pop-up with the premium's start and end time.

When selected, the premium is coupled to the earned worked time. If the eligible work is from 20:00 to 22:00, the resulting 2-hour premium is also from 20:00 to 22:00.

If the parameter is not selected the premium's start and end times are not displayed.

This parameter is not used if one of the labor metrics under Override Premium Default Labor Settings has been set to 'Allocate proportionally by'.

• Base Rate: The employee base rate is used. This is the default.
• Worked Rate: The actual worked rate is used. If the employee has multiple worked rates, then the premium can be applied based on the schedule by selecting the Insert premium based on the schedule option. If the Insert premium based on the schedule option is cleared, then the premium is applied based on the threshold values defined in the Hour Set Description parameter.
• Explicit Rate: The specified rate is used.

When selected, the rate specified in the Premium Rate parameter (base, worked, or explicit) is multiplied by the premium hour type multiplier.

When cleared, the rate specified in the Premium Rate parameter (base, worked, or explicit) is multiplied by the hour type multiplier of the first EDLA record. This is the default behavior.

This parameter determines the hour types of overtime premiums. There are two options:

• Select Assign hour type according to the Hour Set Description to use the hour types provided in the Hour Set Description parameter. The rule inserts premiums with the same hour types as the specified thresholds.
• Select Allocate proportionally by hour type to proportion overtime premium hours by hour type. The rule inserts premiums with hour types in the same ratio as the eligible work.

Select an hour type to configure the rule to mark work details which earn employees an overtime premium.

The rule changes the hour types of the details that trigger an overtime premium to the selected hour type. The specified hour type should also be specified in the Work Detail Hour Types parameter.

For an example, see Business Example 5 - Daily Overtime Plus Rule.

If left blank, the rule does not change the hour types of the details that trigger overtime premiums.

This parameter determines the time codes of overtime premiums. There are two options:

• Select Assign time code and select a time code using the lookup to specify the time code of inserted premiums. Every premium the rule inserts uses the specified time code.
• Select Allocate proportionally by time code to proportion overtime premium hours by time code. The rule inserts premiums with time codes in the same ratio as the eligible work.

Override Premium Default Labor Settings parameters (click '+' to expand):

These parameters define which labor metrics overtime premiums are paid against. By default, the labor metrics specified in the employee's default labor allocation are used. You can either specify labor metrics, or configure the rule to proportion overtime hours against the labor metrics of the eligible work

For an example of allocating overtime premiums proportionally by the labor metrics, see Business Example 5 - Daily Overtime Plus Rule.

This parameter determines what job overtime premiums are charged against. There are two options:

• Select Assign job to specify the job. Select which job the premium is charged against using the lookup or leave the lookup blank and the premium's job labor metric is determined by the employee's default labor allocation.
• Select Allocate proportionally by job to proportion overtime premium hours by job, in the same ratio as the eligible work. The rule pays the premium against the same jobs as the eligible work, in the same ratio.

This parameter determines what department overtime premiums are charged against. There are two options:

• Select Assign department to specify the department. Select which department the premium is charged against using the lookup, or leave the lookup blank and the premium's department labor metric is determined by the employee's default labor allocation.
• Select Allocate proportionally by department to proportion overtime premium hours by department, in the same ratio as the eligible work. The rule pays the premium against the same departments as the eligible work, in the same ratio.

This parameter determines what projects overtime premiums are charged against. There are two options:

• Select Assign project to specify the project. Select which project the premium is charged against using the lookup, or leave the lookup blank and the premium's project labor metric is determined by the employee's default labor allocation.
• Select Allocate proportionally by project to proportion overtime premium hours by project, in the same ratio as the eligible work. The rule pays the premium against the same projects as the eligible work, in the same ratio.

This parameter determines what dockets overtime premiums are charged against. There are two options:

• Select Assign docket to specify the docket. Select which docket the premium is charged against using the lookup, or leave the lookup blank and the premium's docket labor metric is determined by the employee's default labor allocation.
• Select Allocate proportionally by docket to proportion overtime premium hours by docket, in the same ratio as the eligible work. The rule pays the premium against the same dockets as the eligible work, in the same ratio.

Specify the premium's quantity value.

If left blank, the premium's quantity labor metric is determined by the employee's default labor allocation.