OT Offer Policy

The OT Offer Policy form determines the minimum and maximum number of overtime hours a supervisor can offer employees. It also determines whether overtime may be offered on gap days and the minimum time off required between the overtime schedule and the regular schedule.

The OT Offer Policy settings are used when the supervisor creates the overtime offer on the OT Offer form and when the supervisor offers the overtime to employees on the OT Offer Detail tab.

This policy can be assigned to a single Employee/Person via the Employee Setting form, to an Employee Group with type POLICY_GROUP or FACILITY via the Employee Group Setting form, or to all users via the System Settings form. An Employee setting overrides an Employee Group setting, which overrides a System Setting. See Settings Precedence for more details.

See Also:

OT Offer Policy Field Descriptions

Find, Add, Modify, Delete, or Copy an OT Offer Policy

 

OT Offer Policy Field Descriptions

OT Offer Policy Name

Name of the OT Offer Policy.

Description

Description of the OT Offer Policy.

Min. Hrs. Per Day

When a supervisor creates an overtime offer on the OT Offer form, the Min. Hrs. Per Day in the supervisor's OT Offer Policy determines the minimum Total Hours that can be entered for the offer.

The format for these hours is based on the Duration Format setting in your Preferences (DECIMAL or CLOCK).

Max. Hrs. Per Day

When a supervisor creates an overtime offer on the OT Offer form, the Max. Hrs. Per Day in the supervisor's OT Offer Policy determines the maximum Total Hours that can be entered for the offer.

Max. Hrs. Per Day is also used for the Over Day Threshold indicator when using Add Person(s) on the OT Offer form.

The format for these hours is based on the Duration Format setting in your Preferences (DECIMAL or CLOCK).

Min. Hrs. Per Week

Displays the minimum number of hours a supervisor may offer per pay week, per employee. If a supervisor offers less than this amount, the manager will receive an error when creating the OT Offer.

The format for these hours is based on the Duration Format setting in your Preferences (DECIMAL or CLOCK).

Max. Hrs. Per Week

Displays the maximum number of hours a manager may offer per pay week, per employee. If a manager offers more than this amount, the manager will receive an error when creating the OT Offer.

Max. Hrs. Per Week is also used for the Over Week Threshold indicator when using Add Person(s) on the OT Offer form.

The format for these hours is based on the Duration Format setting in your Preferences (DECIMAL or CLOCK).

Gap Overtime

When this box is checked, overtime may be offered on Gap days. When the supervisor creates an overtime offer on the OT Offer form, the Overtime Type of Gap will be available.

If you do not want the overtime to be offered on gap days, do not check this box.

Minimum Time Off

When a supervisor authorizes overtime for an employee, an overtime schedule is created for the employee. This setting is the minimum time off that is required between the overtime schedule and the last schedule end from the previous post date, and the minimum time off that is required between the overtime schedule and the first schedule start on the following post date.

The format for these hours is based on the Duration Format setting in your Preferences (DECIMAL or CLOCK).

Update Date, Updated By

These fields display when the record was created or updated, and the person who created or updated the record.

 

Find, Add, Modify, Delete, or Copy an OT Offer Policy

To find a specific OT Offer Policy, click the Filter area at the top of the form to display the OT Offer Policy Name filter field. Select the policy you want to view, copy, delete, or modify and click Find.

To add a new OT Offer Policy, click Add. Enter values in the fields and click Save.

You can modify all the fields in the OT Offer Policy except the OT Offer Policy Name. To do so, select the policy and click Modify.

You can copy an OT Offer Policy and save the duplicate with a new name. To do so, select the policy and click Copy. Change the OT Offer Policy Name, modify the other fields as necessary, and click Save.

You can delete an OT Offer Policy if it is not assigned to a Person, Person Group, or a System Setting.