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Assign employees to an overtime policy

In Sage HR, overtime policies apply through timesheet groups. Assign employees to a timesheet group, then link that group to the required overtime policy.

Written by Oliver Cook

Sage HR includes a default overtime policy called Default. Any timesheet group that isn't assigned to another overtime policy uses this policy.

When you create a new overtime policy, you must assign a timesheet group to that policy before the settings apply to employees.

Employees inherit the overtime policy assigned to their timesheet group.

📎NOTE: Assigning an overtime policy to a timesheet group affects every employee in that group. If some employees need a different overtime policy, move them to another timesheet group first.

Before you start

You need to assign the employee to a timesheet group before you can assign them an overtime policy.

Assign an overtime policy via Overtime settings

  1. Go to Settings.

  2. On the settings menu, click Timesheets.

  3. Click Overtime policies.

  4. Next to the required policy, click Eligibility.

  5. Select all timesheet groups or choose the specific timesheet group.

  6. When you're done, click Finish.

Assign an overtime policy via Timesheet groups settings

  1. Go to Settings.

  2. On the settings menu, click Timesheets.

  3. Click Timesheet groups.

  4. Next to the required timesheet group, click Actions.

  5. Click Edit overtime policy.

  6. Select the overtime policy you want to use.

  7. Click Save.

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