This article will show you how to set overtime rules for Fixed Shift, Free Shift, and Scheduled Shift. You will also know the relationship between the shift time and the calculation of overtime hours.

I. Overview

Overtime management can help you achieve the personalized settings of overtime rules and do the calculation and conversion of overtime duration.

You can flexibly configure different overtime rules for the workday, day off, and holiday:

1. Whether to allow employees to work overtime under these date types.

2. Calculation methods:

Count approved overtime hours as overtime
Count the overtime hours shown on the attendance record as overtime
When the overtime hours are within the attendance record, count the duration between clock-in time and clock-out time as overtime

3. Deduct breaks: the overtime hours can exclude the breaks

4. Conversion methods:

Count overtime hours as overtime pay
Count overtime hours as compensatory duration
Count overtime hours as overtime pay or compensatory duration

More details 👉How to achieve overtime management?

II. Shift types

1. Fixed Shift

Members in one attendance group have the same and fixed working time under the Fixed Shift.

	Description	How to set the overtime rules
Workdays	It refers to the workdays in Group Settings, which corresponds to the workdays in overtime rules.	Turn on the Allow overtime option under Workday You can configure the overtime calculation method, deduct breaks option, and conversion methods as needed.
Days off	It refers to the days off in Group Settings, which corresponds to the days off in overtime rules.	Turn on the Allow overtime option under Day off You can configure the overtime calculation method, deduct breaks option, and conversion methods as needed.
Holidays	It refers to the public holidays in Group Settings, which currently is not in sync with the holidays in overtime rules.	Edit holidays Turn on the Allow overtime option under Holiday You can configure the overtime calculation method, deduct breaks option, and conversion methods as needed.
Special days	It refers to the dates on which must clock in or out. It follows the overtime rules on workdays. It refers to the dates on which no need to clock in or out. It follows the overtime rules on days off.	/

2. Scheduled Shift

You can flexibly set each member's shifts under the Scheduled Shift.

	Description	How to set the overtime rules
Scheduled workdays	It refers to the dates on which scheduled the work, which corresponds to the workdays in overtime rules.	Turn on the Allow overtime option under Workday You can configure the overtime calculation method, deduct breaks option, and conversion methods as needed.
Days off	It refers to the dates on which scheduled the rest, which corresponds to the days off in overtime rules.	Turn on the Allow overtime option under Day off You can configure the overtime calculation method, deduct breaks option, and conversion methods as needed.
Holidays	There is no need to set holidays for Scheduled Shift. If you need to set overtime, you can directly edit the holidays in overtime rules.	Edit holidays Turn on the Allow overtime option under Holiday You can configure the overtime calculation method, deduct breaks option, and conversion methods as needed.

3. Free Shift

Employees can clock in or out during the required clock-in/out period without setting any shifts under the Free Shift.

	Description	How to set the overtime rules
Workdays	It refers to the workdays in Group Settings, which corresponds to the workdays in overtime rules.	Turn on the Allow overtime option under Workday Please select the overtime calculation method: count approved overtime hours as overtime (You cannot select the other 2 options since the system counts the duration between clock-in time and clock-out time during the required clock-in/out period as normal working hours. Employees cannot clock in or clock out outside of the period). You can configure deduct breaks option and conversion methods as needed.
Days off	It refers to the days off in Group Settings, which corresponds to the days off in overtime rules.	Turn on the Allow overtime option under Day off You can configure the overtime calculation method, deduct breaks option, and conversion methods as needed.
Holidays	There is no need to set holidays for Free Shift. If you need to set overtime, you can edit the holidays in overtime rules.	Edit holidays Turn on the Allow overtime option under Holiday You can configure the overtime calculation method, deduct breaks option, and conversion methods as needed.

III. Shift time

You need to set shifts for Fixed Shift and Scheduled Shift. The relationship between the shift time and the calculation of overtime hours will be introduced as follows.

1. Flextime: The system does not count the duration within the flextime range that does not exceed the working hours on the current day as overtime hours.

For example, you set 9:00 - 18:00 as the working hours and 1 hour as the flextime.

If employees work from 10:00 to 19:00, the system does not count the duration between 10:00 and 19:00 as overtime hours
If employees work from 9:00 to 19:00, the overtime hours should be up to 1 hour (based on administrators' settings)

2. Leave late and arrive late (only available for Fixed Shift): The system does not count the duration within the valid range of leave late and arrive late that does not exceed the working hours on the current day as overtime hours.

For example, you set 9:00 - 18:00 as the working hours and allow employees to arrive 1 hour late if they leave 3 hours late on the previous day.

If employees leave at 21:00 and arrive at 10:00 on the next day, the system does not count the duration between 18:00 and 21:00 as overtime hours
If employees leave at 21:00 and arrive at 9:00 on the next day, the overtime hours should be up to 3 hours (based on administrators' settings)

💕 Congratulations! Now you've learned how to set overtime rules for different shifts, give it a try!

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Workplace | How to set overtime rules for different shifts?