Timecard Accumulator Rules

You can create a timecard accumulator rule to control the hourly overtime rate, overtime pay type, and the way that overtime is charged. A timecard accumulator rule enables you to create calculations to pay overtime based on an overtime limit for a given period of time, and charge the overtime to different timecards. Accumulator rules are created within an overtime rule set.

The system identifies eligible employees from the employee group that you specify in the overtime rule set, calculates the correct overtime amount, changes old timecards to reflect the time that is removed for overtime, and creates new timecards for the overtime. The overtime rule can specify a different pay type or rate for use on the new timecards. All other fields on the new timecards are populated with the same values as the original timecards. The system can create new timecards or change existing timecards based on the way that you set up the overtime rule.

Accumulator rules are used to calculate overtime in situations in which employees must accumulate a certain amount of time before they are eligible for overtime. For example, you might pay employees time and a half for all hours worked over 8 hours per day or 40 hours per week, and double time for all hours worked over 12 hours per day. In this example, you can create an accumulator rule to calculate time and a half for all hours worked over eight, indicating an accumulation period of one day. Within the accumulator rule you would specify the pay types or pay type categories that the system should use to locate the timecards that are used as the basis for the overtime calculation. For example, if you specify regular pay as the basis, the system locates all timecards with regular pay that fall within the specified criteria, changes the original timecards to remove the overtime hours, and creates new timecards that contain the overtime hours with the appropriate pay type.

For the system to perform the calculation, you must enter time on a daily basis rather than on a summarized basis by pay period.

The timecard accumulator rule consists of these components:

  • An accumulation period.

    The accumulation period is the time over which the system accumulates the hours that employees work. For example, the accumulation period for a biweekly payroll might be 14 days.

  • An include section.

    The include section is the criteria that the system uses to determine which timecards to include in the accumulation, based on pay type or pay type category. For example, you can include all timecards with regular time but exclude timecards with sick time.

  • An overtime limit.

    The overtime limit is the point above which any additional hours are considered overtime. For example, if you pay employees overtime for all hours worked over eight hours in a day, the overtime limit would be eight hours.

  • A charge-to method.

    A charge-to method specifies how and from where the system removes hours from existing timecards, and how and where it applies overtime timecards to. Available types of charge-to methods are:

  • Method 1

  • Method 2

  • Method 3

  • Method 4