Hourly Payroll and Overtime 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 Overtime report

Customizable Weekly or Daily Hours:

Define specific weekly or daily hour thresholds for calculation, such as counting hours from Monday to Friday less than 39 hours.
Create separate pay IDs for hours exceeding the defined threshold (e.g., over 39 hours, hours worked on Saturdays and Sundays).

• This report is run by office.
• 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 settings:

Create a Payment ID:

• Assign a name to the Payment ID and select the position (the position is applicable to the Sage version)
• Choose "Hourly Payroll and Overtime" for the selected Payment ID.
• Configure the weekly and daily values for each payment id

Example Settings
Basic Payment Id: Monday to Friday, weekly total 0-39.
Time and a Half Payment Id: Weekly total 39-100, daily value for Saturday 0-4.
Double Time Payment Id: Daily values for Saturday 4-24, Sunday 0-24.

• Include Leave in Calculation
  Overtime Calculation: Leave hours associated with payment IDs will be included in the overtime calculation.

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