Advanced Overtime Calculation—Exercises
Basic Data Setup
Purpose: The purpose of this exercise is to set up the basic data
required for running this functionality. To enter this data, follow the
instructions in the Administering Wage Codes,
Administering Work Hour Rules
and Administering Working Hours Schedules
exercises. If you have already completed these exercises, the data you need
should already be in the database, and you can proceed directly to the main
exercises.
Main Exercises
Purpose: The purpose of this lesson is to show you how to
handle functions such as replace normal clockings, flexible work time, and
periodic calculation of overtime.
Windows:
Work Hour Rules
Employee Schedules and Rules
Wage Codes
Time Card – Day
Time Card – Week
Overtime for Compensatory Time
PeriodicResult
Purpose: The purpose of this exercise is to explore how
overtime can be retrieved without forcing the employees to use the overtime in-
and out-buttons on the clocking device.
Windows:
Work Hour Rules
Employee Schedules and Rules
Time Card – Day
- Open the Work Hour Rules window.
- Copy the overtime rule that you created in the Administering Work Hour Rules
exercise, and rename this rule.
- In the Replace Normal Clocking list, select Overtime Cash.
- Copy your rule type, rename it, and save your changes. Add your new overtime rule to the new rule type.
- Open the
Employee Schedules and
Rules window.
- Assign the new rule type to your employee.
- Clear the Entitled to Overtime Compensation check box.
- Open the
Time Card – Day window.
- Make an overtime
cash clocking sometime before the normal scheduled start. Make a normal clocking in the afternoon.
Save your changes. What happened? Change the out time so that it is after your normal scheduled finish time. Are there any changes?
- Return to the
Employee Schedules and Rules window, and
select the Entitled to Overtime Compensation check box.
- Return to
Time Card – Day window, and enter a normal clocking before
the normal schedule start. It must be within the flex limit.
- Click the
Result tab. What wage codes or time types are generated?
- Go back to the overtime rule. In the Replace Normal Clocking list,
select No. Recalculate the day in the
Time Card – Day window. What happens?
- If the Replace Normal Clocking list is set to Overtime Comp, how do you get
cash for overtime instead of comp time
issued that day?
Purpose: The purpose of this exercise is to explore the
use of flexible work time in the schedule connection.
Windows
Work Hour Rules
Employee Schedules and Rules
Time Card – Day
- Open the Work Hour Rules window, and click the
Overtime tab.
- In the Replace Normal Clocking list, select No.
- Open the
Employee Schedules and Rules window.
- Select the
Flexible Work Time check box.
- Open the
Time Card – Day window.
- Make a normal in stamp before your normal scheduled starts. Make an out
clocking according to the schedule. Click the
Result tab. Which wage codes or wage types were used to generate
the results?
- Change the in time type to overtime cash. What happens?
- Change the out time type to overtime cash. What happens now?
- Return to the overtime rule. In the Replace Normal Clocking list,
click Overtime Cash. Repeat the clocking you made in the previous step.
Which wage
codes or wage types were used to generate results?
Note: You will not get overtime when you clock in earlier than the scheduled start time
and flexible work time is used. Overtime is issued only at the end of a workday when you use this parameter.
Purpose: The purpose of this exercise is to explore the use of the periodic
overtime calculation.
Windows:
Work Hour Rules
Working Hours Schedules
Overtime for Compensatory Time
Schedules and Rules/Wage Codes
Wage Codes
Time Card – Day
Time Card – Week
Periodic Result
- Open the Work Hour Rules window, click the
Overtime tab and use the overtime rule you created in the exercises above to complete
the steps in this exercise.
- Click the
Periodic – Basis tab, and note the following:
- Set the Period Unit to Days, and set the value in the Period Quantity
field to 7.
- Set the Period Start to a Monday (or Sunday if applicable) at
least a couple of weeks back in time.
- The basis for calculation should be normal scheduled hours.
- The Payroll Transfer Variant field should be set to include a divided last weeks increment if calculated.
- There are no specific limits, and there is no filling-up absence wage code.
- Click the
Periodic – Reduce Order tab. Enter the wage codes registered in the day types
of your day schedule. In this example, the most expensive overtime wage code should always be reduced first.
- Click the
Periodic – Increments tab. On this tab, you translate the basic overtime wage codes from the day types
in your schedule, to the wage codes that should be generated in the
periodic calculation.
- Create two new wage codes for the periodic calculation in the
Wage Codes window.
- One wage code to use for the first six hours of overtime. The wage code ID should be
380, and the first 6 hours of the lowest wage rate should go here.
- Another wage code to use for all other overtime up to 20 hours. The wage code ID should be
381.
- The overtime with the lowest wage rate is calculated first.
Note: If the employee has worked more than the total number of
hours stated on the wage codes,
these hours will disappear. In this example, the maximum overtime for one
week is 26 hours.
- The overtime should be generated as follows:
- The first six hours of overtime increases pay by 50%. Use Wage Code 380.
- The following 20 hours of overtime increases pay by 100%. Use Wage Code 381.
For the wage codes on row one to be included in the second row
and for these hours not to disappear, these wage codes must appear the
second row as well.
- Enter the cash wage code and comp wage code from the
Overtime for
Compensatory Time window that have the same time basis,
i.e., 1:1.5 for overtime, on one row. They have
the same max hours and generate the same wage code.
- Open the
Time Card – Day window. Use your own employee. Return to last week.
- Enter three hours of Overtime Cash for Monday.
- Enter three hours of Overtime Cash for Tuesday.
- Enter two hours of Overtime Comp for Wednesday.
- Enter two hours of Overtime Cash for Thursday
- Enter two hours of Overtime Comp for Friday.
- Open the Time Card – Week window, and query for your employee.
- Right-click and then click Execute Periodic Calculation. Choose
the option Select Period. Choose period start and end dates from the
List of Values to match the period to last week.
- Open the
Periodic Result window. Populate and view the rows generated by the calculation.
- You should get only six hours of Wage Code 380.
- There should be six hours overtime on Wage Code 381.
- The dates should be Monday through Sunday of last week.
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