The Accumulation Rules tab indicates how any worked overtime is to be accumulated.
An Overtime Policy is a set of rules that defines how overtime and double overtime is calculated within the system. Many organizations have an internal policy regarding overtime. Depending on the work type, the rules regarding overtime vary accordingly.
Example: Project-driven environments may not pay resources for their overtime; however, they still need to track the time for clear visibility in terms of project status, budgeted hours and billing rates billed to clients. While other environments may pay resources time and a half and double overtime for extra work completed or instead of payment may allow resources to bank their overtime.
Defining Overtime Policy Rules
An Overtime Policy can be defined at three levels in an organization. To determine which Overtime Policy should be applied, the system uses the following object precedence, from highest to lowest, to process an overtime policy:
User level: sets an Overtime Policy for individual users
Resource Type level: sets an Overtime Policy for Resource Types
Global level: sets an Overtime Policy for the organization at the Timesheet Template level
Example: For an Overtime Policy defined at the global level. If the overtime is calculated for a user, then the system first verifies if an Overtime Policy is defined at the User level and then at the Resource Type level. If no rule is defined at these two levels, then the system calculates the user's overtime based on the global Overtime Policy.
To set an Overtime Policy at the User level:
- From the Icon Bar click Setup
. - From the Navigation Menu click Organization.
- From the available options select Users.
- Click a User from the list to open the User Edit page.
- Select the Entry Options tab and then the Overtime Policy button to define the Overtime Policy rules.
To set an Overtime Policy at Resource Types level:
- From the Icon Bar click Setup .
- From the Navigation Menu click Organization.
- From the available options select Resource Types.
- Click a Resource Type from the list to open the Resource Type Edit page.
- Click the Overtime Policy button to define the Overtime Policy rules.
To set an Overtime Policy at the Global level:
- From the Icon Bar click Setup .
- From the Navigation Menu click Timesheet.
- From the available options select Timesheet Templates.
- Click a timesheet template from the list to open the Timesheet Template Edit page.
- Select the Options tab and then click the Overtime Policy button to define the Overtime Policy rules.
Note: Before an overtime policy can be defined at the global level, the Enable Overtime processing option must be selected at the Timesheet Template level. If the Enable Overtime processing option is not selected, then overtime cannot be processed at the global level. For more refer to Enabling Overtime Policy Processing at the Global Level.