Hourly Payroll and Multiple Overtime Rates Report

Sage, payroll hourly reporting

Only Payroll managers have access to this report. Please see Designating a payroll manager

Always reach out to HRLocker support to set up this report.

Hourly Payroll and Multiple Overtime Rates Report

• This report is run by office.
• Multiple payment IDs can be assigned to each work pattern within specified timeframes, allowing for flexible payment configurations.
• The report applies rounding rules as per the settings configured in the Payroll Office for each office.
• Users can choose to include a report header, which will incorporate column headers in the output for better clarity.
• The report can be run weekly or monthly.
  Users can also specify custom start and end dates for tailored reporting periods.
• The generated report is available for download in CSV file format, ensuring compatibility with various systems.
• Hours in the report are displayed in decimal format. For instance, 7 hours is represented as 7, 7.5 hours as 7.5, and 30 minutes as 0.5.
• For the Sage version, hours are displayed with no decimal. This ensures that the report can be uploaded directly to Sage Micropay.
• The report includes all employees with an approved timesheet within the specified date range.
  Each employee is represented by a single line in the report, providing a clear overview.
• Projects, bonuses, and benefits with associated payment IDs and effective dates are accurately reflected in the report.
• Breaks and leave are meticulously managed based on the applied rules, ensuring accurate deductions and inclusions.
• Approved leave and public holidays are included if they have relevant payment IDs assigned.

Configuring Work Patterns to reflect Payment ids

• Create the payment ids that need to be reflected in the report

• If using Sage, ensure the file position reflects accurately
• When all Payment ids are created, then click
• Choose a work pattern from the list. If your desired work pattern does not show in this list, then it need to be added to this office. See Adding Work Patterns to Offices
• Edit the Payment Ids

• Add a new payment id
• Select the timeframe you would like this payment id to apply to
• Select the payment id you would like the break deducted from
• Submit to apply to the day selected or select to apply to the whole week or only working days.

When the report is downloaded for any employee who is assigned this work pattern, any hours that are logged on an approved timesheet will now show in the correct payment ids.

Running the Hourly Payroll and Multiple Overtime Rates Report

• The report can only be downloaded for a single office at a time.
• The report can be downloaded either for calendar Months/Weeks, or between a selected date range

To add additional leave types to the Payroll reports

• Navigate to Settings-Office
• Go to the Office settings-Payroll

• You will see the Rounding Rules and the Payroll Payments 
• Add a new Payroll Payment

• Add the Payment ID and Name
• Select the File Position
  • Select a file position that is not already in use

• To add the new payment id to a leave type
  • Go to Office settings-Time Off

• • Create or edit a Leave type

• • Add the Payroll Payment to the Leave type

To add Projects to the Payroll reports

• Navigate to Settings-Office
• Go to the Office settings-Payroll
• Add a new Payroll Payment
• Add the Payment ID and Name
• Select the File Position
  • Select a file position that is not already in use
• Navigate to Time On and select Projects
• Select Edit for the Project that you would like to include

• Tick the box to include this project in your payroll report
• Select the Payment ID from the Dropdown list
• Enter in a File position-this should be the same position as the Payment ID set up in Payroll settings
• Since our Payroll reports run by office, please set up separate projects and Payment IDs for each office