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Answered

Overtime pay out in mix of days off and money

  • June 6, 2024
  • 3 replies
  • 151 views
A
Getting Started

Hello!

 

Suppose an employee performs 5 hours overtime which should be paid out at 130%. The employee chooses to have 5 hours added on his holidays (or overtime account) and 30% paid out. How would I set this up?

 

thx!

 

 

 

Best answer by International Support Team

Hi @AndresM,

You can do this by going to the employee profile > Attendance tab > click on the 3 dots on the right corner > Overtime balances:
​​​​

Here you will find the option to transfer it partially to “Pay out” or “Convert overtime to comp time”.
 



Convert overtime to compensatory pay out:
 

  1. Click on Pay out and enter the number of hours to be paid out, the hourly rate and the calculation factor.
  2. In Total payment, you will see a default rate based on the employee’s current monthly salary.
  3. In Payout day, enter the date for the change to take place.
  4. Click Submit to perform the change.
  5. Go to Employee profile > Salary to see the financial overtime compensation.

    employe-profile-attendance-overtime-pay_en-us.png

 

Convert overtime to compensatory time off:
 

  1. Click on Convert Overtime to Compensatory Time Off to open a new window.

    ▶︎ The employee's current overtime balance will be displayed on top.
    ▶︎ In Convert overtime to, select the relevant absence type.
    ▶︎ In Effective date, enter the date for the change to take place.
    ▶︎ In Overtime days/hours to convert, enter the number of overtime days/hours to be converted.
    ▶︎ In Conversion factor, determine how many overtime days/hours will equal to a new day/hour off. 
    ▶︎ In Compensatory time, you will see the number of new days/hours off that the employee will receive.

    employee-profile-attendance-overtime-absences_en-us.png
  2. Click on Convert to perform the change.
  3. Go to Employee profile > Absence and click on the relevant absence type to see the new absence balance under Entitlement.
    employee-profile-absence-balance_en-us.png

Here you will find more information regarding: Manage overtime. 

Best,

 

Sofia 

3 replies

I
Personio Employee

Hi @AndresM,

You can do this by going to the employee profile > Attendance tab > click on the 3 dots on the right corner > Overtime balances:
​​​​

Here you will find the option to transfer it partially to “Pay out” or “Convert overtime to comp time”.
 



Convert overtime to compensatory pay out:
 

  1. Click on Pay out and enter the number of hours to be paid out, the hourly rate and the calculation factor.
  2. In Total payment, you will see a default rate based on the employee’s current monthly salary.
  3. In Payout day, enter the date for the change to take place.
  4. Click Submit to perform the change.
  5. Go to Employee profile > Salary to see the financial overtime compensation.

    employe-profile-attendance-overtime-pay_en-us.png

 

Convert overtime to compensatory time off:
 

  1. Click on Convert Overtime to Compensatory Time Off to open a new window.

    ▶︎ The employee's current overtime balance will be displayed on top.
    ▶︎ In Convert overtime to, select the relevant absence type.
    ▶︎ In Effective date, enter the date for the change to take place.
    ▶︎ In Overtime days/hours to convert, enter the number of overtime days/hours to be converted.
    ▶︎ In Conversion factor, determine how many overtime days/hours will equal to a new day/hour off. 
    ▶︎ In Compensatory time, you will see the number of new days/hours off that the employee will receive.

    employee-profile-attendance-overtime-absences_en-us.png
  2. Click on Convert to perform the change.
  3. Go to Employee profile > Absence and click on the relevant absence type to see the new absence balance under Entitlement.
    employee-profile-absence-balance_en-us.png

Here you will find more information regarding: Manage overtime. 

Best,

 

Sofia 

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A
Getting Started
  • AndresMGetting Started
  • Author
  • Getting Started
  • June 7, 2024

Great thank you! After having made the changes, can I run a report which I can send to the payroll provider?

I
Personio Employee

Hi @AndresM,
​​​​​​

 If you add the attribute “Overtime payout” you will be able to see this in the Payroll itself, you can do this by following the next steps:

Settings > Salary & Payroll > Overtime:
 




You also have the possibility to pull out a report, you can do this by going to Reports  > Create report: 



Unfortunately for “Convert overtime to comp time” we don’t have an attribute to pull out a report, a workaround would be to pull out a report for the attribute “Paid vacation - entitlement” and see who has more days in the current Entitlement than what they originally had as Entitlement. 
Here you will find more information regarding: Create custom reports.

 

I’ve looked for similar ideas in our ideation area , but couldn’t find one yet.

In case another user has shared this suggestion for improvement you can always vote for it.

You can always post a new idea here:

→ How to: Submit an idea or suggest a new feature


Thank you very much for sharing your feedback with us!

I wish you an amazing day.
 

Best,

Sofia

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