The Overtime Rules tab displays all overtime rules configured in the R365 instance.
When an overtime rule is applied to a location, projected overtime will be calculated for that location on the schedule calendar. Users will then receive overtime warnings when creating or publishing shifts, and projected overtime will be included in scheduled labor reporting.
If the system preferences setting for overtime tracking is set to ‘R365 OT Rules’, the overtime rule for the location is used to calculate actual overtime hours and wages based on polled labor punches.
Learn more about overtime rules and labor rules in R365.
From this tab, users can:
Security
The following permissions are associated with overtime rules:
Labor → Labor Rules → Overtime Rules
View Overtime Rules
Edit Overtime Rules
Create Overtime Rules
Delete Overtime Rules
These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.
Navigation
Navigation Menu
Navigate to the Labor Rules page.
Select the Overtime Rules tab.
Overtime Rules Buttons and Fields
Button/Field | Description | ||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | +Create Button | Opens a list of labor rule types that can be created. Once open, click ‘Overtime Rule’ to create a new overtime rule. | |||||||||||||||
2 | Search | Filters the 'Group', 'Applied Locations', and 'Modified By' columns for the entered text. | |||||||||||||||
3 | Smart Grid Controls |
Learn more about working with Smart Grids. | |||||||||||||||
4 | Overtime Rule | Overview of a single overtime rule. Click to open the overtime rule in a sidesheet. |
Grid Columns
Column | Description |
|---|---|
Group | Name of the overtime rule. |
Type | Lists the types of overtime calculated in the rule: Daily - Overtime is calculated when the employee exceeds a specific total number of hours for a business day.
Weekly - Overtime is calculated when the employee exceeds a specific total number of hours in a week. 7th Day Consecutive - Overtime is calculated when the employee works all seven days during a week. 24-Hour - Overtime is calculated when the employee exceeds a specific total number of hours in a 24-hour period.
|
Applied Locations | Locations that the overtime rule is applied to. If more than one location has the rule applied, click to open a drop-down list of these locations. |
Modified On | Last date the overtime rule was edited. |
Modified By | User who last edited the overtime rule. |