In Sage HR you can provide your employees with a choice regarding their overtime hours. You can allow your employees to opt in for additional time off in exchange of worked overtime hours - or ask for these hours to be paid out.

It is also possible to split their overtime hours and get only part of them paid out. The rest will be accrued as time off.

Setting up

What do I need to set it up?

Adjusting settings

  1. Click on your name on the top right, then click Settings.
  2. On the settings menu, click TIMESHEETS, then click Overtime.
  3. Find where it says Allow employees to move overtime to time off policy. Here you can configure the conditions under which your employees can move overtime into a time off policy - or split the overtime hours between payout and conversion to a time off policy
  4. Select a time off policy from the drop-down list. This policy that will receive overworked hours from employees for further usage.

5. Once you select a time off policy, you must decide whether the system should allow an employee to select how many hours they want to be paid and how many they want to move to a selected policy. To allow this split, select the second.

Once you have chosen your overtime settings, click SAVE.

How does this look for an employee?

If an employee has logged some overtime into a timesheet that they are submitting, the system will behave based on active selection in a setting you configured above:

If 'Allow to give only to selected policy' is enabled

When a submitted timesheet is approved, employees' overtime hours are converted into hours or days. in a time off policy which has been specified in the settings.

If 'Allow to split between paying with salary & give to selected policy' is enabled:

When submitting a timesheet, employees can specify how many hours are to be paid out and how many are to be moved into a selected policy - as shown on a screenshot below.

Submitting a timesheet notifies their timesheet approver. This Approver receives a notification and can view, and even override the distribution of hours before approval - see the screenshot below.

Can I get a report that shows hours moved by my employee?

Yes. Once settings are enabled, all hours moved to a time off policy are observable in a timesheet export. This export can be found at the bottom of every timesheet.

Below is an example of how the export looks like.

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