Paying out overtime from the running balance

If you pay out part of an employee's positive balance (overtime), enter the paid-out hours with an Overtime payout adjustment. The adjustment reduces the running balance by the value entered, and the paid-out hours are also recorded in the Overtime payout daily counter, which you can see in the calculation details and show in reports.

Create the adjustment first and the counter second. The adjustment must exist because you add it to the counter as a source.

1. Go to Settings › Event Definitions, select the Adjustments tab and click Add.

2. Set up the adjustment:

This adjustment adds the entered value to the running balance. Enter paid-out hours with a minus sign (for example -40:00) so that the balance goes down.

1. Go to Settings › Global Time Rules, select the Daily counters tab and click + Add.

2. Enter the name Overtime payout and click Save.

3. On the counter page, click Edit.

4. Under Sources, click Add. Select the source Adjustment, the name Overtime payout (the adjustment from step 1) and the method Subtract, then click Save.

5. Click Save at the bottom of the page and select the validity period.

Because the adjustment is entered as a negative value, the Subtract method turns it into a positive number in the counter: an entry of -40:00 shows 40:00 paid-out hours.

1. Go to Timelines › Employee day, select the employee and the payout date, and click Add adjustment.

2. Select the Overtime payout adjustment, enter the paid-out hours with a minus sign (for example -40:00) and click Ok.

The running balance goes down by 40 hours, and the Overtime payout counter with the value 40:00 appears in the Calculation details section.

Go to Reports, select the Period summary report, click Report designer and add the Overtime payout column. The paid-out hours are shown as a positive number. You can save the customised report and use it again later. More: Customizing reports.

Related articles: Cut or transfer running balance, Creating daily counters.