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Payroll Bundals›Learn›Overtime and shifts
Lesson 6 of 8 · Shifts and Roster, Overtime

Set shifts and add overtime, the roster first, then the extra hours.

Two apps work together here. Shifts and Roster holds the timings and the plan for the week. Overtime finds the extra hours, waits for a yes and passes them to salary.

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After this lesson

What you will be able to do.

Add your shift timings and choose the usual one.
Plan a week on the roster and copy it forward.
Find extra hours from the in and out times.
Approve overtime so that it reaches salary.
Shifts and Roster / this weekUmiya Engineering Works
General shift
9:00 AM to 6:00 PM · 30 minute break
Most of the team
Night shift
9:00 PM to 6:00 AM · 30 minute break
Nilesh Makwana
Weekly off
Nilesh Makwana · Watchman
Monday
Swap request
Dipak Rathod and Salim Mansuri · family function
Waiting
A swap changes the roster only after you allow it.

The sample is Umiya Engineering Works, Ahmedabad, the one demo company on this site.

Step by step

Timings, the week, then the extra hours.

The words in bold are the names on the screen.

1
Open Shifts and Roster, then Shifts. Fill Shift name, Starts, Ends, Break in minutes and Late after, minutes. Press Add shift, and press Make usual on the shift most people follow.
2
Open Weekly offs and choose each person's day off. It is saved as you choose it.
3
Open This week. Change any day for any person from the list in that box, then press Save roster. Copy last week brings the week before onto this one.
4
For an exchange, open Swap requests. Fill First person, Second person, Day and Reason, and press Ask for swap. It is answered with Allow swap or Refuse.
5
Open Overtime, then Rules. Set when overtime starts, the rate, the size of a block in minutes, the break that is not counted and whether it needs approval. Press Save rules.
6
Open From in and out times. Each day with extra hours is listed with what it would add. Press Send for approval. Or type it on the month page: Person, Day, Extra hours, Note, then Add overtime.
7
Under Waiting for you, press Count as overtime or Not overtime. Approved hours are added to that month's salary in Pay on their own.
Common mistakes
Expecting overtime for people paid per piece or per trip. It is worked out only for monthly, daily and hourly pay.
Adding overtime after the month is locked. A locked month cannot take it.
Missing out times in Today. With no out time there is nothing for the app to find.
Treating the roster as attendance. The roster is a plan; who came is still marked in Today.
Good to know
A night shift can end the next morning.
A day you do not change follows the usual shift and the weekly off.
The Rules page shows what the law says beside your own rules and warns you if your rate is lower. Confirm those figures with your CA.
A swap request also shows in Approvals. When it is allowed, the two people take each other's shift for that one day.

Questions about this lesson

No. You can add an amount for a person as an extra in Pay, step 2.
Not today. You or a manager enter the swap request, and it then waits for a yes.
From that person's own pay, turned into a normal rate for one hour, times the rate in your Rules. The month page shows both figures for each person.
Yes, if you set Needs approval to No in Rules. Most owners leave it on.

Keep going

All eight lessons →
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