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      Hourly Payroll and Overtime report

      Sage, payroll hourly reporting, basic hours and overtime

      It's important to note that the availability of specific features may vary depending on your HRLocker package. If you have any questions about preliminary payroll reporting, please reach out to HRLocker support.

      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 in HRLocker

      The Hourly Payroll and Overtime Report is designed to help organizations calculate total hours worked, including regular hours and overtime. This report allows users to define custom thresholds for weekly or daily hours and is configured to reflect various pay rates, such as time and a half or double time. It is highly customizable and includes various payroll components such as projects, bonuses, and leave.

      Key Features of the Hourly Payroll and Overtime Report

      1. Customizable Weekly or Daily Hours:

        • Users can define specific weekly or daily hour thresholds for calculations.
        • For example, hours worked Monday to Friday under 39 hours may be counted as Basic time, while hours worked beyond that or on weekends may be categorized under separate pay IDs, Time and a half, Double Time (e.g., over 39 hours, or hours worked on Saturdays and Sundays).

      2. Rounding Rules:

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

      3. Report Format:

        • The report can be run weekly, monthly, or for custom date ranges.
        • It is available for download in CSV file format, making it compatible with most payroll systems.
        • Hours are displayed in decimal format (e.g., 7.5 hours as 7.5).
        • For the Sage version, hours are displayed without decimals to ensure compatibility with Sage Micropay.

      4. Employee Data:

        • The report includes all employees with approved timesheets within the specified date range.
        • Each employee is represented by a single line in the report, providing an easy-to-read summary.

      5. Projects, Bonuses, and Benefits:

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

      6. 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.

      Steps to Configure the Hourly Payroll and Overtime Report

      1. Create a Payment ID:

        • Navigate to Settings > Offices.
        • In the Office Settings - Payroll section, add a new Payroll Payment.
        • Enter the Payment ID and Name.
        • Select a File Position (the position is particularly important for 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 hours.
        • Time and a Half Payment ID: Weekly total 39-100 hours, daily value for Saturday 0-4 hours.
        • Double Time Payment ID: Daily values for Saturday 4-24 hours, and Sunday 0-24 hours.

      2. Include Leave in Overtime Calculation:

        • If leave is associated with certain Payment IDs, it can be included in the overtime calculation.

      3. Add Additional Leave Types to Payroll Reports:

        • Assign the Payment ID to the relevant leave type by editing or creating a new leave type in Time Off Settings.

      4. Include Projects in Payroll Reports:

        • Navigate to Time On > Projects.
        • Edit the project you want to include, tick the box to include the project in payroll, and select the Payment ID from the dropdown list.
        • Make sure to enter the File Position, matching the one set up in the Payroll settings.

         

      Running the Hourly Payroll and Overtime Report

      1. Navigate to Reports:

        • Go to Reports >Payroll< Hourly Payroll and Overtime Report.

      2. Select the Office:

        • The report can only be downloaded for a single office at a time.

      3. Choose the Reporting Period:

        • Select to run the report for weekly, monthly, or a custom date range.

      4. Download the Report:

        • The report will display the hours worked, breaks, leave, and any additional projects, bonuses, or benefits associated with the employee for the selected period.

      By configuring the Hourly Payroll and Overtime Report correctly, you can ensure accurate payroll calculations, including regular and overtime hours, while maintaining a detailed record of projects, bonuses, and benefits for your employees.