Overtime hours, reported and managed by employees on the platform, can be converted into rest time through the personal affairs bank or create a payroll incident. We show you how in this article.
The overtime worked by the employee must be clocked in. Based on this, the request will be processed, indicating which hours, corresponding to a specific day, we want to process as overtime.
👉 We also recommend reviewing this article where we explain the options we offer to manage the excess or deficit of hours clocked in TramitApp.
How to manage overtime requests?
To manage the overtime requests of our employees, we enter the upper menu in the section Requests > Request list and go to the left tab Extra hours. Here – depending on the role we hold within the platform – we will click on Team (if we are team managers) or on All (if we are platform administrators). In this example, we click on All to see all the requests of all employees.
By clicking on the requests, we can see the request data, the employee's name, the date on which the overtime was performed, the total number of overtime hours carried out, from what time to what time they were performed, etc.
From here, we can manage the request, Approve it, or Reject it.
We can also enter the request by clicking on Edit to leave a comment for the employee, approve or reject the procedure, or modify it if necessary.
Converting them into time off?
To manage this request, we can take two different actions:
- Option 1: Approve the request and convert the time into time off. By marking the button “Compensate with personal leave”, this way we would exchange the hours as time off, converting these hours into personal leave hours. Thus, through a personal leave request, the employee can take advantage of these overtime hours worked. By converting them into time off, accumulating personal leave hours, we can compensate them in different ratios (e.g., one overtime hour for one hour of personal leave) or increase the ratio to convert it into more time off.
- Option 2: Approve the request without converting it into time off. In this way, a payroll incident will be generated so that this overtime request is paid.
On this occasion, we will change it to personal leave by clicking on the green button that appears.
The request will be managed, and it will move into that personal leave bank so that the employee can take the time off. If we don’t generate this request and simply approve the overtime request, this request will create a payroll incident so that we know during that period the overtime requests that must be paid in payroll.
We can change the status of the overtime requests at any time, by opening the funnel symbol > States and searching for other statuses.