Entry Options - Overtime Policy

Overtime is the amount of time someone works beyond normal working hours. Many organizations have an internal policy that defines how the overtime of users should be calculated or accrued.

PSA allows you to set up the Overtime Policy so that you specify the minimum and maximum amount of time to be entered daily, weekly and periodically. If the user’s entered time is less than the minimum enforced for any these units, they cannot mark the timesheet Complete for that period. As for the maximum, the user cannot exceed the number of hours specified for the unit of time for which the maximum is enforced.

The Overtime Policy at the User level overrides the organization overtime policy defined under the Timesheet Template level . For further details refer to Setting Up Overtime Policies.

Note: The Enable Overtime processing option must be selected at the System Default Timesheet Template level otherwise the overtime will not be processed.

  1. From the Icon Bar click Setup .
  2. From the Navigation Menu click Organization.
  3. From the available options select Users.
  4. Upon the Users list page displaying, click the name of the User you wish to edit, to access the User Edit page.

    Tip: You may wish to narrow your Users list so that you retrieve just the right amount of information you need. To do so you can perform a search. Select a search criterion from the list of available search criteria and then enter a corresponding value in the Search box. Click the Search icon to narrow down the Users list. For more information on the contains-in logic search click here.

  5. Upon the User Edit page displaying, expand the Entry Options navigation menu.
  6. From the available options click Overtime Policy.
  7. Select the Override Settings selection box. When selected, Overtime Policy at the User level will override the one setup at the Timesheet Template level.
  8. From the Process Overtime Rules which determines how overtime policy is to be processed, choose one of the following options:
    1. Never: There is no overtime processing done, either automatically nor manually.
    2. Automatically: Overtime is processed and calculated by the system based on the accumulation rules defined. When this option is selected, the user is not allowed to manually enter overtime in the timesheet (all overtime options are hidden)
    3. Manually: The user manually enters overtime. The overtime is not automatically calculated based on the accumulation rules. This option is selected by default
  9. Enter the Current Value.

  10. The steps for setting up the Overtime Policy at the User level are the same as the ones set at the Timesheet Template level. For further details refer to: