Weekly workload overtime

Automatically set overtime pay to work tracked above an employee’s maximum agreed hours during a fixed assessment period.

Consider who will be impacted by these settings, ensure Earning Rule assigned correctly

Set up

  1. Login to Tātou Office app and navigate to People > Earning Rules

  1. Select the Earning Rule you want to edit or ‘+ NEW

  1. Click ‘EDIT’ and scroll to the ‘Weekly Overtime’ rules in the ‘Weekly Workload’ panel

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Weekly max hours: Hours per week

Pay overtime: Yes | No

Assessment period: The fixed calculation period for any averaging

Assessment start date is per employee in their Employment Period

Overtime multiplier: How much to multiply the hourly rate e.g. 1.5 (aka 150%), 2 (aka 200%)

Rate types: Hourly and Performance bonus work is eligible only (excluded Contract)

  1. Once happy with the settings click ‘SAVE

  1. Next, click through to the Employment Periods tab to check the employees

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Use the table view to review and;

  • Add any relevant employee/s

  • Move any irrelevant employee/s out of the Earning Rule

6. Finally, check your Reports > Custom Reports to apply overtime hours and costs to your custom reports including payroll.

Learn more about Reports

How it works

Once applied, you can see Overtime data in the following sections and screens.

No double-dipping: If daily overtime has been earned, those earnings are removed from any weekly overtime payments to avoid paying overtime for both.

Pay Periods

The Overtime column displays any time tracked above the agreed hours, these can be paid or unpaid depending on your settings above. People > Pay Periods

Overview Dashboard: Weekly overtime

Assessment week: Which assessment week they are currently in

Eligible hours worked: All Hourly or Performance hours worked

Avg. hrs worked per week: All eligible hours averaged over weeks

Avg. hrs remaining per week: Remaining hours divided by remaining weeks. Highlighted at risk (orange) if the resulting hours are below their agreed maximum hours and owing (red) if result is minus.

Dashboards > Overview (Scroll down)

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Pay employee

Each employee profile has a ‘Timesheets’ tab, here you can see Overtime hours and cost.

Daily Band 1: Total hours and cost for the Pay Period.

Daily Band 2: If relevant, total hours and cost for the Pay Period at the second rate.

Weekly Overtime: Total hours owing minus any daily penalties paid (prevents double-dipping)

People > Employee > Timesheets

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Reports

  • Timesheet by Employee report automatically shows the Overtime cost

  • Custom reports e.g. Payroll may need to be edited > Custom reports: Payroll