Pay rule calculation type - Period overtime

Used for period overtime calculation in case daily overtime rule and period overtime rule are applied together.

Set to the lowest value of daily overtime. If not applicable, enter 0.

This is used in jurisdictions where overtime is paid at one rate for the first X hours, and at another rate for the remaining hours. 

In these cases, for the lower pay rate, enter 0 in this section.

Create an identical pay rule for the second one, with how many hours after for it to trigger (eg. 2 hours). 

This is used when you have multiple period overtime rules (for example, one that triggers after 40 hours and another after 2 hours working in that overtime). This parameter checks whether the calculation should reset each day or per shift.
Example: 
Shift 1 - 11 hours. After 8 hours it reaches the 40 hour mark. 
Pays 8 hours ordinary, 2 hours of overtime (>8 hours), 1 hour of overtime (>10 hours).
If the employ then works a second, 3 hour, shift on the same day:
If resetting per shift:
Will pay 2 hours of overtime (>8 hours), 1 hour of overtime (>10 hours)
If resetting per day:
Will pay 3 hours of overtime (>10 hours)

Deputy recommends Per day in most scenarios.

The time period used to calculate overtime. If Default is selected, system will default to the following based on your plan:
Enterprise: The Shared Setting for overtime period. If this is set to default, the Employee Pay Period is used.
Premium: The Shared Setting for overtime period. If this is set to default, Regular Working Hours Work Period (if set), or Weekly with a start day based on the Location Start Date.

This can also be set to a custom number of days or weeks. 

Anchor date for calculating period overtime. Important: This will not calculate before this date - Deputy recommends putting this date in several periods in the past.

Can be configured as a multiple of the employee’s base rate or as a flat rate:

• When configured as a multiplier, this pay rate will pay in hours at the employee’s base rate multiplied by the input value.

• When configured as a flat rate, the user can choose if they would like Hourly or Unit Values:

  • An Hourly value will pay each calculated hour at the set value

  • A unit value will pay each unit at the set value (not available for base pay rules)

Defines the period that Deputy checks to see if the hours have been exceeded in.

If Default is selected, the pay period will revert to the default settings for the account. This is weekly based on location start date or based on regular working hours for Premium accounts, and based on the Pay Period for Enterprise accounts.

A custom number of weeks and days can also be set.

The anchor date when the first overtime period begins. This pay rule will not trigger before this date.

Deputy recommends setting a date in a past pay period.

Defines which days of the week this rule applies to.

For example, if Saturday and Sunday are selected, only parts of the timesheet overlapping Saturday and Sunday are calculated with this rule.

Defines which part of the day this rule is applicable to.

By default this is all day. However, it can be used to define a portion of a day (eg. a defined night shift, such as 6pm-6am). If this is done, only those parts of the timesheet overlapping this are calculated.

Select whether this pay rule applies:

• Always applies (ie. applies whether the day is marked as a public holiday or not)
• Applies only on days marked as public holiday
• Does not apply on public holidays (ie. only applies on days not marked as public holidays)

Will only apply this rule to areas selected in the drop down.

By default, all areas are selected.

If set as Yes, the pay rule will only apply on the defined date, assuming the date falls on the previously defined allowable day and time above.

Defines how the pay rule interacts with scheduled and unscheduled shifts:

• If set to unscheduled, this rule will only trigger for unscheduled shifts.
• If set to scheduled, this rule will only trigger on scheduled shifts.
• If set to both, it will trigger on all shifts provided other conditions are met.

Generally, an hourly rate will be assigned according to the exact hours that are matched, however, it is possible to enforce an hourly rate for a full shift even if it only matches a minor or major portion of that shift.

Deputy recommends using the Exact Hours option in most cases.

Categorises the pay rule as Overtime, Ordinary, Penalty or Non-Payable time.

These are used to define time worked for other calculation types (for example, Periodic Overtime counts Ordinary and some penalty hours towards it).

A custom value that can be applied to the timesheets.

Deputy recommends only using this if advised by your implementation consultant.

If set as Yes, this pay rule may only apply once per day. If No, it may apply to multiple timesheets on a given day.

For this rule to apply, the team member must clock in and clock out within the defined periods.

By default this is midnight to midnight (ie. any time is allowed.)

With this, the rule will only apply if particular values are selected in the custom timesheet field questions.

Note that only List and Boolean questions are available.

Read more at Creating custom timesheet fields for shift questions.

This rule will only apply if particular values are selected in the custom shift fields in the schedule.

Note that only List and Boolean questions are available.

Read more at: Creating custom shift fields

Custom Employee Fields

(Enterprise Accounts Only)

This rule will only apply if particular values are selected in the employee’s custom fields (for example, job position).

Note that only List and Boolean fields are available. Read more about setting up employee fields.

This is an Enterprise plan only feature.