After completing the Pending OT step, you can review and amend overtime (OT) details for your employees using the Process OT tab in Payroll. This article covers two workflows: updating OT details for individual employees, and setting a default OT formula for all staff.
Prerequisite: Ensure you have already processed Pending OT before following the steps below. |
Update OT Details for Individual Employees
- Click on
- Click on
- Click on
Click on
. The following page will appear:
- Update the OT time as required, then click
to update a single record, or
to update all records at once.
- To verify that the OT data has been transferred correctly, click on
Select the employee for whom you processed the OT transfer, then click the
edit icon. Scroll down and you should see the Working Hours and OT section:
Click
. The system will display a confirmation message:
The OT amount will now appear in the Additions column:
Set a Default OT Formula for All Staff
Use this option if you want to apply a single OT formula to all employees at once, rather than updating them individually.
- Follow Steps 1–4 from the section above to navigate to the Process OT page.
Scroll to the bottom of the page and click:
Enter the formula you want to apply to all employees, then tick the checkbox on the right-hand side:
- Click
to save the default formula.
You will be returned to the Process OT page. Tick all the checkboxes on the left to select all employees, then click Update or Update All to apply the formula: