^

Shift Rules


Shift Rules are used to take care of overtime, awards, weekend rates, penalty rates, etc.



Navigate


Menu > Settings > Payroll Rules > Shift Rules



Why create Shift Rules?


Shift rules are created to automate the calculation of overtime and other awards.


For example employees at ABC Engineering are entitled to:

  •       Time and a half after 5 pm
  •       Double time after 8 pm


John Smith clocked on at 9 am and off at 9 pm.


0809101112131415161718192021
   


When payroll is run, the shift rules will be applied.


0809101112131415161718192021
 Basic Hoursx1.5x2 


The above illustrates that 3 hours have been calculated at time and a half

and 1 hour has been calculated at double time.


This is all automatically done from the timesheet data and the shift rules.



What is a step up?


A step up is when an employee performs a task beyond their usual tasks.

Step ups attract additional pay rates.


Shift rules can be created that will only apply when the employee is entitled to the step up.


Continuing from the above example.

When John Smith fills in for his supervisor he is entitled to an additional 15% pay.


We would need three shift rules with the following:

  •       1.15 until 5pm
  •       1.75 (1.15*1.5) from 5pm
  •       2.3 (1.15*2) after 8pm


When we create the rules we need to give the rules a code, example:

  • Name of rule: SU1 Step up 1 normal
  • Name of rule: SU1 Step up 1 1.5 overtime
  • Name of rule: SU1 Step up 1 2 overtime


The SU1 is the same for all rules, all characters up to the first space make up the code, this means all 3 rules will be applied if required.


To activate the step up option make sure to select true when creating the shift rule.

Create a step up


John Smith clocked on at 9am and off at 9pm.


0809101112131415161718192021
   


John must leave a note attached to his timesheet entry containing SU1


When payroll is run, the shift rules will be applied.


0809101112131415161718192021
 Basic Hours 1.15x1.75x2.3 


Only shift rules that contain SU1 will be applied, all other rules will be ignored.


This will automatically be applied and displayed on his payslip.



Creating a Shift Rule


Rules can be created to suit any circumstance.


Below is an example of how you would fill this form for the above example.


Double time after 8pm.

Shift Rules Set-upNote:

  • Rules can be created for groups
  • Time of day eg after 5pm
  • Hours worked eg after 8 hour shift


Use the i for more information on a field.


Breaks are included in the total hours, to create break rules review the Break rules guide