Adding Overtime Conditions

Each Overtime Rule has one or more Overtime Conditions. An Overtime Condition can be supported by one or more Sub-Conditions:

• All Sub-Conditions of a parent Condition must be TRUE for the parent Condition to be TRUE.

• Sub-Conditions are automatically assigned the same Pay Code as the parent Condition.

When you have defined an Overtime Rule:

1. Select the Overtime Rules tab.

   Sage People displays the Overtime Rules Home page.

2. Select the Overtime Rule you want to qualify with this Overtime Condition.

   Sage People displays the Overtime Rule Detail page.

3. In the Overtime Conditions related list, select New Overtime Condition:

   

   Sage People displays the Overtime Condition Edit page:

   

4. Complete the fields in the Information section as follows:

   Field	Description
   Overtime Rule	The Rule hosting this Overtime Condition. Automatically completed by Sage People with the Overtime Rule you selected. To change the Rule select Overtime Rule Lookup , find and select the Rule you want.
   Timespan	The time period covered by this Overtime Condition. Select the picklist and choose from: Day Overtime eligibility is assessed against time worked in a day. The Overtime Condition applies if time worked in a day exceeds the trigger value. Week Overtime eligibility is assessed against time worked in a week. The Overtime Condition applies if time worked in a week exceeds the trigger value. Timesheet Overtime eligibility is assessed against time worked in a timesheet period as defined in the Timesheet Pattern Timespan. The Overtime Condition applies if time worked in a timesheet period exceeds the trigger value.
   Apply To	The days you want this Overtime Condition to apply. Required when Timespan is set to Day, not available when Timespan is set to Week or Timesheet. Select the picklist and choose from: All Days Public Holidays: The Overtime Condition applies to Work Days Holidays defined in the Work Days Pattern for Team Members using this Overtime Condition. Weekends: The Overtime Condition applies to days defined as non work days in the Work Days Pattern or Work Schedule for Team Members using this Overtime Condition. Weekdays: The Overtime Condition applies to days defined as working days in the Work Days Pattern or Work Schedule for Team Members using this Overtime Condition. Individual weekdays from Monday to Sunday First to Fifth Consecutive: The Overtime Condition applies to days one to five inclusive of a run of five or more consecutive days worked. First to Sixth Consecutive: The Overtime Condition applies to days one to six inclusive of a run of six or more consecutive days worked. Sixth Consecutive: The Overtime Condition applies to the sixth day of a run of six or more consecutive days worked. Seventh Consecutive: The Overtime Condition applies to the seventh day of a run of seven or more consecutive days worked. Absence: The Overtime Condition applies when the working period is recorded as an Absence. To apply the Condition to certain types of absence, use in conjunction with Absence Reason. If Absence is selected and Absence Reason is blank, the Overtime Condition applies to all types of Absence. Absence Paid: The Overtime Condition applies when the working period is recorded as a Paid Absence. To apply the Condition to certain types of paid absence, use in conjunction with Absence Reason. If Absence Paid is selected and Absence Reason is blank, the Overtime Condition applies to all types of paid absence. Absence Unpaid: The Overtime Condition applies when the working period is recorded as an Unpaid Absence. To apply the Condition to certain types of unpaid absence, use in conjunction with Absence Reason. If Absence Unpaid is selected and Absence Reason is blank, the Overtime Condition applies to all types of unpaid absence. Sub Conditions: The Overtime Condition has Sub Conditions that must all be TRUE for the Condition to apply.
   Part Of	If this is a Sub-Condition of a parent, enter the Name of the parent Condition. Overtime Condition Names are in the form OTnnnn. Select Part Of Lookup , find and select the Condition. Multiple Sub-Conditions must all be TRUE for the parent Condition to be TRUE. If this is not a Sub-Condition, leave blank.
   Include Public Holidays	Checkbox. If checked, the condition applies to Public Holidays that fall on days that would normally be working days. Is ignored if Apply To is set to Public Holidays, Absence, Paid Absence or Unpaid Absence. For example, if Apply To is set to Weekdays and Include Public Holidays is checked, this Overtime Condition applies to Weekdays and Public Holidays falling on weekdays.
   Holiday Name	When Apply To has been set to Public Holidays, the name of the day or days to include in this Overtime Condition. The Overtime Condition then applies only to the day or days named. Ensure Holiday Name exactly matches the Holiday Name used in the Work Days Pattern. To enter more than one Holiday Name for a single Overtime Condition, use a comma between Names. Use ! (exclamation mark) before a Holiday Name to indicate NOT and exclude days with that Holiday Name from this Overtime Condition. Holiday Name is ignored if Apply To is set to any of the other options.
   Absence Reason	The type or types of Absence to include in this Overtime Condition. For example, to apply a Standard hourly rate when an employee is absent through sickness during a shift paid at an Overtime rate. Sage People applies the Overtime Condition to the number of hours recorded with this Absence Reason. Ensure Absence Reasons exactly match the Reason picklist values recorded in the Absence Reason field. To enter more than one Absence Reason for a single Overtime Condition, use a comma between Reasons. Use ! (exclamation mark) before a Reason to indicate NOT and exclude days with that Absence Reason from this Overtime Condition. Absence Reason is ignored if Apply To is not set to Absence, Paid Absence or Unpaid Absence. Ensure that combinations selected in conjunction with Apply To are compatible and accurately represent your requirement.
   Start Time	The time of day on the 24 hour clock when this Overtime Condition is to start. For example, to apply the Overtime Condition to time worked after 8pm, enter 20:00. Typically used when timesheets are aligned with shift patterns. If you specify a Start Time you must also complete Hours Greater Than. For an Overtime Condition to apply to all hours after Start Time, set Hours Greater Than to zero. Combine Start Time with Hours Greater Than for greater control over Pay Code allocation.
   Hours Greater Than	Mandatory. The threshold number of hours worked triggering overtime payment for this Condition. If the Overtime Condition applies to any duration, set Hours Greater Than to zero. Combine Hours Greater Than with Start Time for greater control over Pay Code allocation. The value must relate to the Timespan set for this Condition. For example, if Timespan is: Day, enter the number of hours worked in a day before overtime is due. Week, enter the number of hours worked in a week before overtime is due.
   Pay Code	The Pay Code associated with this Overtime Condition. Select Pay Code Lookup to find and select the Pay Code. Use the name of the Pay Code, not the internal code. When using Rollup Groups, to ensure rolled up hours are calculated correctly with the appropriate rate: If Timespan is set to Day, select a Pay Code that is not used for any other purpose and where the rate is set to 0. If Timespan is set to Week or Timesheet, select the Pay Code with the appropriate rate for the hours.
   Rollup Group	Optional. A text label for this Overtime Condition of up to 80 characters. All Overtime Conditions with the same Rollup Group are included when summing time quantities: Overtime Conditions with Timespan set to Day enter a name for a Rollup Group to sum the hours entered. You can have multiple Overtime Conditions contributing to the same total by entering the same Rollup Group name. Overtime Conditions with Timespan set to Week take the entered Rollup Group as an input to produce a total for the week for all Day Timespan Overtime Conditions with the same Rollup Group label. Overtime Conditions with Timespan set to Timesheet take the entered Rollup Group as an input to produce a total for the timesheet for all Day Timespan Overtime Conditions with the same Rollup Group label. Typically used when implementing timesheets managing multiple sums such as those required when overtime must be paid if employees work more than 8 hours in a day, or more than 40 hours in a week, or for more than six consecutive days.
   Order	When more than one Overtime Condition exists for an Overtime Rule, the order of execution. Low numbers are executed before high numbers. Ensure Overtime Conditions for normal or standard time have lower numbers than Overtime Conditions for overtime. Also used to control the order of display for Overtime Conditions on timesheets.
   Ignore Following Rules If Matched	Checkbox. If checked and there is more than one Overtime Condition, when an Overtime Condition is matched Conditions later in the sequence specified by Order are ignored. Not used for Sub Conditions.

5. Complete the fields in the Pay Code Detail section as follows:

   Field	Description
   Additional Pay Code	Checkbox. Marks the Pay Code associated with this Overtime Condition as an Additional Pay Code.
   Calculated Read-Only	Checkbox. If: Entry Type in the Timesheet Pattern is Pay Code AND this Overtime Condition applies to a Public Holiday or an Absence select the checkbox to automatically calculate the hours for the Pay Code and display it as read only in the Timesheet. If not selected, the Pay Code associated with this Overtime Condition is available for entry in the Timesheet. Not applicable if Timesheet Entry Type is not Pay Code and has no effect if the Overtime Condition is not associated with Public Holidays or Absences.

   If a field is not displayed by default on the Overtime Condition Edit page you can add it to the page layout:

   1. Go to Setup > App Setup > Create > Objects.

   2. In the list of Custom Objects, select the Label for Overtime Condition.

   3. In the Overtime Condition Custom Object Definition Detail page go to the Page Layouts Related List and select Edit for the Overtime Condition Layout.

   4. Drag and drop the field onto the page layout.

   5. Select Save.

6. Select:

   • Save to save the Condition and display the Overtime Condition Detail page.

   • Save & New to save the Condition and enter another Condition for this Rule.

   • Cancel to discard your changes.