Updates to the Current Overtime Feature
The current version of Overtime on Bizimply is restrictive. Overtime can only be automatically calculated by applying one rule to all employees that kicks in after a certain amount of hours.
The new Overtime Settings will allow for a more individualised approach: Rules can be set at an individual level, so different employees can be paid Overtime after different amounts of hours, and multiple Overtime Rules can be set up.
What happens if you have Overtime Rules Already in your Company Settings?
If you already have Overtime Rules in your account, this will be automatically changed to the new format in your account and applied to all existing pay records for employees.
The new location to find the Employee Pay Rules will be in Settings - Payroll - Employee Pay Rules
In an existing employee pay record (go to an Employee profile, then into Payroll tab), the payrates will look different to how they appeared before, but the existing rates will still be applied.
What Happens if you don't have Overtime Rules in Company Settings, but use the OT1 and OT2 options on the Timecard for other purposes?
For some of our customers, there are no set rules for Overtime to kick in after a certain amount of hours, but they will have rates for OT1 and OT2 on employee profiles, and use the OT1 and OT2 options on the Timecards with either manual or bulk imported adjustments.
One example of this is that OT2 is often used as a space to track Bank Holiday hours not worked.
If this is the case, if you didn't have an Overtime rule in your Company Settings page, the space for OT1 and OT2 will disappear.
To correct this, you will need to create Overtime rules as default for your account. The benefit is you can now rename these rules to mean what they represent in your payroll e.g. Bank Holiday Hours not worked
Creating Default Overtime Rules in your Account for Timecard Purposes
Go to the top right corner, click on your name/email, and in the dropdown menu select "Settings".
On the left-hand side, select "Payroll"
Select Employee Pay Rules
4. Select "Add New Pay Rule"
5. When creating the new rule, you must give it a name. Make it something you will recognise.
6. Add a payroll ID to match the ID used in your payroll system
7. Select a type, which will have to be "Overtime".
8. Write a description of why the Rule is being applied
9. Choose a type of Costing for the pay rule. If this is just for having a space on your Timecard, I recommend choosing the "Multiplier" option.
10. Choose who to multiply your base rate for costing these hours. Again, if this is just for having the option on your Timecard, I would choose 1.0.
11. Choose the Calculation needed for when your rule should kickc in as "Hours per week" vs Regular Hours Worked.
12. Choose when the rule should be applied. You should put in that the rule should be applied if an employee works more than 167 hours per week. This means that it will never kick in automatically.
13. Tick the box to "assign rule to all hourly employees as default?"
14. Click "Save" when you have completed all the necessary steps.
Once you have saved this rule as default, you will see it is now available at the bottom of the Timecard for adjustments
You can repeat this option if you have other pay rates or codes you need to apply to some or more of your employees to have them available as adjustable hours at the bottom of the Timecard.
Please note: you will need to have a Pay Record assigned to any employee you wish to track Overtime Hours for.
I don't need these Overtime Rules applied, how do I delete them?
If you have Overtime Rules in your account which you no longer need, you should Deactivate them. This is also best practice if you which to update or change any of the settings for your current Overtime Pay Rules: Deactivate the old rule, and create a new Pay Rule.
Navigate to Settings through the top right dropdown menu
Select Payroll
Select Employee Pay Rules
Click on the Pay Rule you which to Deactivate from the list of Active Pay Rules
Click the "Deactivate' button
You will be asked to enter a date from which the Pay Rule should no longer be used. Unapproved Timecards will still be affected by the rule up till that specific data, so you can backdate this if you have unapproved Timecards.
Click Save
The Pay Rule will deactivate from the date you have entered.
More details on setting up new Overtime Pay Rules can be found here: