Time: Custom Overtime Packages

Table of Contents

• Navigate to Custom Overtime Packages Page
• Creating New Overtime Packages and Overtime Rules
• Editing an Existing Overtime Package
• Scheduling a Change to an Existing Overtime Rule
• Terminating an Existing Overtime Rule

Navigate to Custom Overtime Packages Page

To navigate to the Custom Overtime Package Page, start by clicking the Time Tab from the main navigation bar at the top of the screen. Then, from the Time Page, click the "Settings" Tab from the sub-navigation bar near the top of the screen. This will open the Time Settings page.

From the Time Settings Page, click the "Overtime Packages" tab from the menu on the left-hand side of the screen. This will open the Overtime Packages Page.

Please see the video below for a demonstration:

Creating New Overtime Packages and Overtime Rules

An Overtime Package is a collection of Overtime Rules that are applied to Users within your Company. This section of the guide will go over creating an Overtime Package and then adding Overtime Rules to it.

Creating a new Overtime Package

To create a new Overtime Package, start from the Overtime Packages Page (navigation instructions above) and click the "+ New Overtime Package" button. Then, fill out the required fields (detailed below) and click "Save". The Overtime Package will be added to the list in the Overtime Packages.

Please see the video below for a demonstration:

There are a few required fields in the New Overtime Packages Form:

• Name (Required):
  • Write in a Name to help identify the Overtime Package.
• Description (Required):
  • Provide a brief textual description to contextualize the Overtime Package.
• Default Toggle (Required):
  • Toggle on to set the Overtime Package as the default overtime rules for all Users in your Company (unless otherwise stated).

Creating a new Overtime Rule

To create a new Overtime Rule, first click on the Overtime Package that it will be added to (see instructions above for creating a new Overtime Package). Then, click the "+ New Overtime Rule" button to open the New Overtime Rule Form. Fill out the required/applicable fields (covered in detail below) and then click "Save". The new Overtime Rule will be added to the relevant Overtime Package and automatically applied to all Users within the Overtime Package.

See the video below for a demonstration:

New Overtime Rule Form

There are several fields in the New Overtime Rule Form:

• Type (Required):
  • Dropdown select for Daily or Weekly.
  • Daily Example:
    • 1.5x Multiplier for all hours after 8 hours
  • Weekly Example:
    • 1.5x Multiplier for all hours after 40 hours
• Multiplier (Required):
  • Dropdown select for time and a half (1.5x) or double time (2x)
• Hours to take effect after (Required):
  • Numerical entry that sets the hour threshold before the Overtime Rule applies
• Date (Optional):
  • A specific date (in mm/dd/yyyy format) that the Overtime Rule should apply to.
  • Example:
    • On 7/4/25, all hours should be double time (2x)
• Day of Week (Optional):
  • A dropdown select (Monday through Sunday) for days of the week that Overtime Rules might apply
  • Example:
    • On Saturday, all hours are double time (2x)
• Region (Optional):
  • A dropdown select of all US Territories and Canadian Provinces. If a Time Entry occurs in one of these regions, then the Overtime Rule will apply.
  • Example:
    • All hours after 12 hours per day in California earn double time (2x)

Custom Overtime Rule Example:

Let's create a new Overtime Rule that pays time and a half (1.5x) for all hours worked on Saturdays for Users working in Illinois. Please see the New Overtime Rule Form screenshot below for an example of how to create this rule:

Editing an Existing Overtime Package

To edit an existing Overtime Package, start from the Overtime Packages page (navigation instructions above) and click the pen and paper icon on the top right of the Overtime Package.

This will open the Edit Overtime Package Form (which has the same fields as the New Overtime Package Form, detailed above). Make all necessary changes to the Overtime Package (such as toggling off the Default Overtime Package field) and then click "Save". All changes will be saved to the Overtime Package.

Please see the video below for a demonstration:

Scheduling a Change to an Existing Overtime Rule

To schedule a change to an existing Overtime Rule, start from the Overtime Packages page (navigation instructions above) and click on the relevant Overtime Package. Then, click the calendar with a pencil icon to schedule a change.

This will open the Schedule Change to Overtime Rule Form. This includes all of the same fields as the New Overtime Rule Form (detailed above) with the addition of the "When should the following changes take effect?" field.

The "When should the following changes take effect?" field dictates the effective date for which the edited Overtime Rule will take effect.

See the video below for a demonstration:

Terminating an Existing Overtime Rule

To terminate an existing Overtime Rule, start from the Overtime Packages page (navigation instructions above) and on the relevant Overtime Package. Then, click the calendar with an X icon to terminate an Overtime Rule.

This will open the Terminate Overtime Rule Form:

Set the Termination Date field to the date for which the Overtime Rule should be terminated and then click "Save".

See the video below for a demonstration: