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Do you want to monitor your employee (s) overtime? In this article, you can read how overtime is calculated and what the options are for managing overtime. You may work with the 'Time for Time' method and you want to implement this in TimeChimp as well.

Wha:

A step-by-step guide to monitor and manage overtime

For whom

Administrator

What exactly can you monitor in TimeChimp regarding overtime?

In TimeChimp you can monitor overtime. Overtime is automatically calculated based on the set contract (read more about the contract here). These overtime hours are displayed in the employee's dashboard. It is also possible to have the overtime taken as Time for Time or to process that they have been paid.

To monitor overtime in TimeChimp, it is important that a number of basic settings are correct.

Step 1: Set up the employee's contract.

  • Go to Teams > employees > end of line employee 'actions' > edit. A pop-up window will now open.
  • Go to Contract > + New contract
  • Enter a start date. It is important that this day falls on a Monday and is equal to the start of registration in TimeChimp. From this date the overtime per week will be calculated.
  • Indicate how many hours per week the employee must register.
  • Add!

If the employee starts registering now and he / she registers more than the number of contract hours set, these extra hours will be calculated in TimeChimp once a week (Sunday on Monday night). The overtime from the week before is visible from Monday morning.

Step 2: viewing the overtime balance per employee.

  • You can see this balance at Teams > employees > end of the line employee 'actions' > dashboard.
  • The bar chart shows the recorded hours per week. The color Purple in the bars indicates the number of overtime.
  • Headline 'Overtime'. Here you can see a detailed overview of the added or collected overtime hours per calendar year with the corresponding descriptions.

Tip! Do you want to see in one overview how many hours of leave the employees still have? Then click at teams > employees > actions (next to '+ new user') on 'actions' > show remaining balance. A pop-up window will open > select (all) employees here and make an export.

Step 3: Processing any overtime payout

  • Go to Teams > employees > end of line employee 'actions' > edit. A pop-up window will now open.
  • Go to Overtime > + New overtime.
  • Indicate here that overtime should be SUBSTRACT and select the date that it took place.
  • Indicate how many hours should be deducted from the overtime balance and add a description. For example 'Payment overtime until May 31, 20xx)
  • You can then see the adjusted overtime balance in the dashboard and in the 'overtime' tab of the employee.

Step 4: taking overtime as free hours. In other words "Time for Time"

  • Go to Manage > Tasks > + New Task.
  • Enter an task name (Time for Time) and indicate whether this activity is billable by default and should always be added when creating a new project.
  • Slide 'Employee balance' on YES > and there will be an extra option
  • Select here that the activity will affect the overtime balance. As a standard you can enter here that as soon as this activity is written on, these hours will be substract 100% from the overtime balance.
  • Add!

From now on employees can write on this task if they take overtime as free hours.

Want to go back to the Getting started in Timechimp workflow? Click here!


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