Overtime Visibility (Beta)

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Overview

The overtime visibility feature displays the overtime impact when scheduling. Your account’s overtime thresholds are used to calculate an employee’s potential overtime when assigning a shift.

Beta Feature

The overtime visibility feature is in Beta testing and is slowly being rolled out to eligible accounts. If you would like to help us test overtime visibility, please contact us.

Things to know before you begin

  • Overtime visibility is currently available on the web app and the iOS app. Support for Android is coming soon.
  • Accounts using Time Clock & Attendance takes actual worked hours into account when displaying overtime in the scheduler for increased accuracy.
    • For past days, timesheet hours are used as the basis for overtime calculations.
    • For today & future days, scheduled hours are used as the basis for overtime calculations.
  • Overtime calculations in the scheduler are based on a midnight cutoff time regardless of the payroll cutoff time.

Before you begin

To calculate overtime in the scheduler, begin by configuring your settings:

  1. Hover over Gear, then select Settings General Settings.

  2. Set the Start of the Work Week. See Changing the Start Day of the Work Week for more information.
  3. Configure your overtime thresholds. See Setting Overtime Thresholds.

Creating shifts

The overtime impact of shifts is displayed whether you are creating a shift from a shift template or creating a custom shift.

Using a shift template

If a shift template adds max hours or overtime, a badge displays the potential max and overtime hours.Hover over the badge to view a breakdown of new and total hours for the week.

Using a custom shift

When creating a custom shift, the Assign To menu displays a badge for any employee that will acquire max hours or overtime if assigned the shift.

 

Offering OpenShifts

The max hours and overtime impact displays for affected employees when offering an OpenShift to specific employees. Hover over the badge for a breakdown of the projected impact.

Click Deselect OT/Max to deselect all employees who would acquire max hours or overtime for the OpenShift.

Approving Shift Requests

A badge appears for any employee that will acquire max hours or overtime when processing swap requests, drop requests and when finding a replacement for a shift.

Shift swap requests

When swapping shifts, a badge appears when at least one of the employees has a max hours or overtime impact. Hover over the badge for a breakdown of the projected impact for the affected employee(s).

NOTE: Badges only display when new overtime and max hours are added by a potential trade. Actions that reduce or maintain existing overtime and max hours are not displayed.

Click Deselect OT/Max to deselect all employees who would acquire max hours or overtime for the swapped shifts.

Shift drop requests

Shift drop requests displays the max hours and overtime impact for potential takers of the dropped shift. Hover over the badge for a breakdown of the projected impact.

Click Deselect OT/Max to deselect all employees who would acquire max hours or overtime for the shift.

Finding a replacement

When finding a replacement for a shift, the max hours and overtime impact for potential takers. Hover over the badge for a breakdown of the projected impact.

Click Deselect OT/Max to deselect all employees who would acquire max hours or overtime for the shift.

Frequently asked questions

What is the difference between max hours and overtime?

Overtime is subject to national, state, and local laws and must be applied to all employees. Max hours is a great way for employers to set weekly hour limits for specific employees that differ from the overtime policy.

Do overtime badges update when editing an existing shift?

Yes. When editing an existing shift, adding hours updates the badge for the assigned user without double counting the shift’s previous length.

Do my employee’s custom timezones impact the overtime information?

Overtime impact is always calculated in the account’s timezone set in the App Settings.

Updated on July 10, 2019

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