Overtime methods

Updated 2 months ago by Daniel Sjögren

Quinyx offers various calculation methods for overtime and additional time. Creating and using overtime methods allows you to granularly track and manage employees' overtime.

Read more about salary types generated from overtime methods here.

Use cases

  • As an account manager, I can view the list of existing overtime methods (both those that are automatically created and those manually created).
  • As an account manager, I can create a new overtime method.
  • As an account manager, I can edit an existing overtime method.
  • As an account manager, I can delete an existing overtime method.
  • As an account manager, I can view and select from all the available overtime methods when assigning overtime methods to an agreement template.
  • As a manager with write-access on agreement details, I can choose from all the created overtime methods when editing the overtime method on an employee agreement.
For permissions, overtime methods are added, updated, and deleted under Account settings > Agreement templates.

Creating overtime methods, minus time, and additional time

Overtime methods are configured under Account settings > Agreements > Overtime methods and can be customized entirely according to your needs:

Creating overtime methods for overtime, minus time, and additional time is easy.

  1. Go to Account settings.
  2. Under Agreements, select Overtime methods.
  3. In the top-right, click Add overtime. Select if your new overtime method should be for overtime, minus time, or additional time.
  4. Depending on which type of overtime you choose, the selections will change. Please refer to the tables below to understand each field.
There is no limit to how many overtime, minus time, or additional time methods you can create.

Add overtime methods

Field

Description

Comment

General information

Name

Obligatory name for the rule.

Overtime overrides unsocial time

Define whether overtime(OT) should override unsocial time(UT), when OT and UT occur at the same time, or if it should be defined by the agreement.

Calculation period

Period

Set the period that this overtime method should be calculated on.

Calculation period: Schedule period, day, week, days, months.

The Schedule period is set up in an employment agreement / agreement template. It can be 1 month, 1 week, 2 weeks, 1 day, 369 days, etc.

Threshold

Threshold

Define the threshold of the chosen working time quota that must be reached for this overtime to be generated.

Threshold: No threshold, Schedule period, Days, Months.

Overtime levels

Overtime periods

As it is defined in the agreement.

Example

Overtime periods are common. Overtime periods are the periods from employee agreements as set up here. You can only set overtime periods per day, not per week.

Worked hours

Define the number of worked hours and type of overtime to be generated.

Example

Worked hours is that the salary type (level) should happen after x amount of worked hours. For example: After 40 hours of OT_1, after 45 hours of OT-2, etc.

Overtime hours

Define the number of overtime hours and type of overtime to be generated.

Example

Overtime hours are the hours that are defined as overtime. For instance, if we have a method to always give OT for nominal hours/week you can say that from overtime hours 0 (OT happens immediately) then we will get OT_1. This can be used, for example, when weekly overtime should be generated where the 2 first hours are ALWAYS OT_1. And from overtime hour 3, it should be OT_2 etc.

Settings

Count all time

If an employee is working with several different agreements, this will ensure that all time is included in the overtime calculations.

Count upwards

Overtime hours generated by this overtime method should be included in all following methods.

Add minus time

General information

Name

Obligatory name for the rule.

Working time quota

Basis for calculation of salary type: schedule*, nominal hours, fixed schedule hours, base schedule hours**, worked hours, working day model, nominal hours part-time, scheduled hours, overtime hours*

This means when the salary type is to be specified. For example:

1. If the salary type is overtime and time will exceed scheduled hours: 8h as all hours punched on will be paid as overtime.

2. If the salary type is overtime and time will exceed nominal hours, all punched time over nominal hours will be paid as overtime.

*  Difference between overtime methods besides Schedule and Scheduled hours per day under the Working time quota option. 

Calculation period

Period

Set the period that this overtime method should be calculated for.

Calculation period: Schedule period, day, week, days, months.

Schedule period is set up in an employment agreement / agreement template. It can be 1 month, 1 week, 2 weeks, 1 day, 369 days, etc.

Settings

Count all time

If an employee is working with several different agreements, this will ensure that all time is included in the overtime calculations.

Additional time

General information

Name

Obligatory name for the rule

Overtime overrides unsocial time

Define whether overtime(OT) should override unsocial time(UT), when OT and UT occur at the same time, or if it should be defined by the agreement.

Working time quota

Basis for calculation of salary type: schedule*, nominal hours, fixed schedule hours, base schedule hours**, worked hours, working day model, nominal hours part-time, scheduled hours, overtime hours*

This means when the salary type is to be specified. For example:

1. If the salary type is overtime and time will exceed scheduled hours: 8h as all hours punched on will be paid as overtime .

2. If salary type is overtime and time will exceed nominal hours, all punched time over nominal hours will be paid as overtime.

*  Difference between overtime methods besides Schedule and Scheduled hours per day under the Working time quota option. 

Calculation period

Period

Set the period that this overtime method should be calculated on.

Calculation period: Schedule period, day, week, days, months.

Schedule period is set up in an employment agreement / agreement template. It can be 1 month, 1 week, 2 weeks, 1 day, 369 days, etc.

Settings

Count all time

If an employee is working with several different agreements, this will ensure that all time is included in the overtime calculations.

Additional information about the working time quota option

*  Difference between overtime methods besides Schedule and Scheduled hours per day under the Working time quota option. 

Schedule is if you work outside your scheduled times. If overtime generates time off in lieu, Webpunch can log leave if the employee arrives late, minus time off in lieu, and then plus time off in lieu if the employee stays for longer.

Scheduled hours is when you have to work more than the number of scheduled hours in the day in total. Beyond scheduled hours may be viewed a little more along the lines of flexible working hours. It is fine to arrive late, does not need to be tracked, plus time off in lieu is only triggered after all hours in my scheduled shift have been logged.

** If the scheduled hours in Schedule aren’t matching the number of scheduled hours that were in the base schedule at the very moment the last rollout took place, then overtime will be generated. This is reflected in the worked-rollout metric. This means that:

  • If you change the base schedule and you want that to be used for the basis of overtime calculation, then you need to re-rollout the base schedule across the same period in Schedule. See re-rollout logic for more details on re-rolling out base schedules.
  • If you add a shift to a date in Schedule over which a base schedule has been rolled out, this will generate overtime.
  • If you want to replace a shift originating from a base schedule with an ad-hoc shift in Schedule and you want that new ad-hoc shift to generate overtime, then you need to 1) delete the shift in question in base schedule, 2) re-rollout the base schedule, which in turn will null the rolled out hours metric for that day and employee and 3) proceed to add the ad-hoc shift in Schedule.

Add overtime methods to an agreement template

The overtime types you create can then be added to the agreement template via the "Select overtime method" drop-down list. This means that different agreement templates may have completely different additional hours and overtime calculations:

Click here to read more information about how to configure and work with overtime methods.


How Did We Do?