Hourly Payroll and Multiple Overtime Rates Report

Sage, payroll hourly reporting, timeframes within work patterns

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 in HRLocker

The Hourly Payroll and Multiple Overtime Rates Report is designed to provide flexible and detailed payroll calculations by allowing multiple payment IDs to be assigned to specific timeframes within work patterns. This report is ideal for organizations with complex overtime structures, offering customizable payroll configurations to ensure accuracy in hourly payments and overtime rates.

Key Features of the Report

1. Office-Based Report:

   • This report is run by office, and multiple payment IDs can be assigned within specified timeframes to reflect different overtime rates.

2. Custom Payment IDs for Work Patterns:

   • Multiple Payment IDs can be assigned to each work pattern, allowing different hourly rates (e.g., regular hours, time and a half, double time) for specific days or timeframes.
   • This feature offers flexible payroll setups to accommodate different rates for overtime or weekend hours.

3. Rounding Rules:

   • The report applies rounding rules as per the configurations in the Payroll Office settings for each office.

4. Report Format:

   • The report can be run weekly, monthly, or for custom date ranges.
   • Available for download in CSV format, compatible with most payroll systems.
   • Hours are displayed in decimal format (e.g., 7.5 for 7 hours and 30 minutes). For the Sage version, hours are displayed without decimals for direct upload to Sage Micropay.

5. Employee Data:

   • The report includes all employees with approved timesheets within the specified date range, represented by one line per employee.

6. Projects, Bonuses, and Benefits:

   • Projects, bonuses, and benefits with Payment IDs and effective dates are reflected in the report.

7. Leave and Breaks:

   • Breaks and leave are managed based on 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

1. Create Payment IDs:

   • Navigate to Settings > Offices > Office Settings - Payroll.
   • Add a new Payroll Payment by providing a Payment ID and Name.
   • Select the File Position (especially important for Sage).

2. Assign Payment IDs to Work Patterns:

   • Choose a work pattern from the list. If the desired work pattern does not appear, it needs to be added to the office. (See "Adding Work Patterns to Offices" in HRLocker for instructions.)
   • Edit the Payment IDs assigned to this work pattern by selecting specific timeframes for each Payment ID.
   • Select which Payment ID you would like to apply break deductions to.

   Example Configuration:

   • Assign different Payment IDs for regular hours, overtime hours, and weekend hours, based on the company’s pay structure.

3. Submit Changes:

   • Submit your changes to apply the Payment IDs to the selected days, or choose to apply them to the entire week or only working days.
   • Once the work pattern is assigned, the approved timesheets will reflect the appropriate Payment IDs in the report.

Running the Hourly Payroll and Multiple Overtime Rates Report

1. Select the Office:

   • Go to Reports > Hourly Payroll and Multiple Overtime Rates Report.
   • Choose the relevant office for which you want to run the report.

2. Choose the Reporting Period:

   • Select a calendar week or month, or specify a custom date range to run the report for a tailored period.

3. Download the Report:

   • The report will show each employee’s hours logged with the corresponding Payment IDs for the selected period.

Additional Settings for Payroll Reports

1. Adding Leave Types to Payroll Reports:

   • Navigate to Office Settings - Payroll to add a Payroll Payment.
   • Assign the new Payment ID to a leave type by editing or creating the leave type in Time Off Settings.

2. Adding Projects to Payroll Reports:

   • Go to Time On > Projects, and select the project you want to include in the payroll report.
   • Tick the box to include the project in payroll, assign a Payment ID, and ensure the File Position matches the one set up in the Payroll settings.

   Note: Payroll reports run by office, so ensure you create separate projects and Payment IDs for each office.

By utilizing the Hourly Payroll and Multiple Overtime Rates Report, HRLocker enables organizations to handle complex overtime structures, ensuring accurate payroll calculations for different payment rates, work patterns, and additional payroll elements such as bonuses, benefits, and projects.