Record overtime claims timesheet based

Recording overtime claims-time sheet based

To record overtime claims

Select “Record Overtime Claims – Time Sheet Based” from left pane.
The “Record Overtime Claims – Time Sheet Based” page appears.
The system displays the following field.

Date Format

The date format applicable to the login user.

Enter / select the following fields to identify the employee.

Time Management Scheduling Unit

From the drop-down list box, select the time management scheduling unit in which you must record overtime claims. The drop-down list box displays all time management scheduling units for which you have create permissions.

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Employee Code

The employee code and name.

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The page displays the following fields for the employee.

Employee	The employee code and name.
Department	The short description of department.
Position	The position title.
Grade Set	The short description of the grade set.
Grade	The short description of the grade.
Job Title	The job title.

The multiline system displays the following details for the overtime put in during the current week.

Date	Date.
Day	The day of the week, such as Monday or Tuesday, that pertains to the date
Day type	The day type, based on the employee schedule fetched from Time Management. For example working day, rest day, off day, public holiday, etc.
Project	The drop-down list box displays short descriptions of the projects assigned to the employee.
Stage	The drop-down list box displays all the stages of the selected project.
Time From	Overtime start-time.
Time To	Overtime end-time.
Hours	The overtime hours worked for the stage of the project.
Break Time	Hours taken off work during the overtime period.
Callback Duty	A checked box indicates that a callback has occurred and vice versa.
OT 1.0x	Rate at which the entitled overtime hours is computed, when the day type is public holiday.
OT 1.5x	Rate at which the entitled overtime hours is computed, when the day type is working day or off day.
OT 2.0x	Rate at which the entitled overtime hours is computed, when the day type is rest day.
Reasons for Overtime	Causes warranting the overtime.

The "Status", "Authorized Overtime" and "Authorizer's Remarks" fields remain blank.
The following fields are displayed under the multiline

OT 1.0x	The sum of overtime hours entitled at 1.0x rate for all the records in the multiline.
OT 1.5x	The sum of overtime hours entitled at 1.5x rate for all the records in the multiline.
OT 2.0x	The sum of overtime hours entitled at 2.0x rate for all the records in the multiline.

In the multiline, check the “Select” box pertaining to each record that must be saved or submitted.
Select the “Save” pushbutton, to save the information as a draft. Alternatively, select the “Submit” pushbutton for authorization.

To edit overtime claims

To fetch specified records, enter the following fields in the search criteria group box.

Year	Enter the year. If year is the only search criterion, the system displays the overtime claims of the current month of the specified year.
Month	Select the month from the drop-down list. By default, the system displays the current month.
From Date	Enter the start date of a date range. Ensure that the date you enter is within the “Month” you have selected. By default, the system displays the date of the Monday of the current week. A week comprises of Monday thru Sunday. On a system date of 29^th April during a week starting 28^th April and ending 4^th May, the system displays 28^th April 2003 in the “From Date” field. If “From Date“ is left blank, the time sheet details from the 1^st of the month until the “To Date“ are displayed.
To Date	Enter the end date of a date range. By default, the system displays the date of the current week’s Sunday. If system date is 29^th April, Monday to Sunday week is 28^th April to 4^th May. Hence To Date should be defaulted to 04^th May 2003. If the “To Date” is left blank, the system displays all the time sheet details from the “From Date” until the system date or the last day of the month, whichever is later.
Entry Date	Instead of entering the “From Date” and “To Date”, enter the date on which you last accessed the overtime claim. The system displays the overtime claims recorded on this day irrespective of the “From Date and To Date”.
Project	Short description of the project or department.
Status	You can select one of the following status from the drop-down list box. 4 “Draft”: for saved claims. 4 “Rejected”: for claims disapproved by the authorizer. If you select “Status” as the sole search criterion, the system will display all records with the selected status, for the current month only.

Note: Specify all the fields in the search criteria group box to retrieve the precise overtime records.

Select the “ Search” pushbutton.
The multiline displays the following fields of records satisfying the search criteria.

Date	Date.
Day	The day of the week, such as Monday or Tuesday pertaining to the date
Day type	The day type, based on the employee schedule fetched from Time Management. For example working day, rest day, off day, public holiday, etc.
Project	The drop-down list box displays short descriptions of the projects or departments assigned to the employee.
Stage	The drop-down list box displays all the stages of the selected project.
Time From	Overtime start-time. The “From time” field entered must be: Equal to or greater than the shift end time applicable for the employee and his / her assignment for that date. Less than the shift start time.
Time To	Overtime end-time.
Hours	The overtime hours worked for the stage of the project.
Break Time	Hours taken off work during the overtime period.
Callback Duty	A checked box indicates that a callback has occurred and vice versa. The system automatically registers a callback duty when an employee has left his / her place of work after completing the scheduled work for the day and is asked to report to work again. The minimum number of hours for callback is four. Hence even if the employee works for less than four hours during the callback duty, the system will default the actual hours worked to four hours.
OT 1.0x	Rate at which the entitled overtime hours is computed, when the day type is public holiday.
OT 1.5x	Rate at which the entitled overtime hours is computed, when the day type is working day or off day.
OT 2.0x	Rate at which the entitled overtime hours is computed, when the day type is rest day.
Reasons for Overtime	Causes warranting the overtime.
Status	The status of the overtime claim.
Authorized overtime	The hours of overtime as concluded by the authorizer.
Authorizer’s Remarks	Remarks made by the authorizer.

The following fields are displayed under the multiline

OT 1.0x	Sum of the overtime hours entitled at 1.0x rate for records in the multiline.
OT 1.5x	Sum of the overtime hours entitled at 1.5x rate for records in the multiline.
OT 2.0x	Sum of the overtime hours entitled at 2.0x rate for records in the multiline.

You can append to the data already fetched in the multiline by specifying the fields not populated in the multiline. You can also edit the data in the multiline. Fields allowing data entry by the user include: “Date”, “Project”, “Stage”, “Time From”, “Time To”, “Hours”, “Break Time”, “Callback Duty”, “OT 1.0x”, “OT 1.5x”, “OT 2.0x”, “Reasons for Overtime”.

Note: You cannot edit records, which have been entered on a date earlier than 2 months from the system date. Similarly you cannot record overtime for a future date.

To insert a new project, click the plus sign in the toolbar above the multiline. A blank row appears above the current position of the cursor
To delete overtime details, check the “Select” box contained in the project to be deleted. Click the minus sign in the toolbar above the multiline
To search for specific records from the multiline, click the search button in the toolbar above the multiline.
In the multiline, check the “Select” box pertaining to each record that must be saved or submitted
Select the “Save” pushbutton, to save the information as a draft. Alternatively, select the “Submit” pushbutton for authorization when you finalize the details.

6 Hyperlinked topics below

Page Objective

You can use this activity to seek the authorization of overtime claims for a specified period and details of entitled overtime in terms of hours.

What you can do in this page

To record overtime claims

To edit overtime claims