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To help categorise how Sage HR calculates overtime for an employee, you need to assign them to an overtime policy. There is a default overtime policy that you can edit. If different employees have different overtime requirements, you can create multiple overtime policies for different timesheet groups.
Before you start
Timesheet groups
When you create an overtime policy, you'll need to assign it to a timesheet group. This means you need to make sure you've set up your timesheet groups for the overtime policy to apply to certain employees.
Overtime categories
If you want to track overtime daily, you'll have the option to select an overtime category during the creation process of the overtime policy. You'll need to have created overtime categories first to be able to select one.
How to add an overtime policy
As an admin user, click your name in the top right, then click Settings.
On the settings menu, click Timesheets.
Click Overtime.
You land on the Overtime policies page by default.
Click Add overtime policy.
Enter a policy name.
Select your overtime tracking method:
Daily - Overtime is defined as hours worked that exceed the hours in an employee’s working pattern for that day
📎NOTE: If you integrate with Sage Payroll, you must select this option for approved timesheets to send across to Sage Payroll.
Per period - Overtime is defined as hours worked in a period that exceed the employee's working pattern hours for the same period
Per period and hidden from timesheet - Overtime is defined as hours worked in a period that exceed the employee’s working pattern hours for the same period
📎NOTE: Overtime information isn't visible for employees on their timesheet.
Select whether to allow employees to add their overtime to a time off policy.
If you do select either:All overtime hours go to this policy
Employees can split overtime between this policy and being paid
Then select which time off policy you want to add overtime to.
If you selected to track overtime daily, you can select an overtime category.
📎NOTE: If you haven't created any overtime categories to select, you'll see the following message - 'No overtime categories'.
When you're finished with this page, click Save and continue.
Next, you need to select which timesheet groups you want to assign to this overtime policy. You can either select all timesheet groups or select specific timesheet groups.
📎NOTE: If no timesheet groups exist, you'll have an option to add a timesheet group.
When you're finished setting up the overtime policy, click Finish.