This article will break down the process of how to allocate Overtime hours to the appropriate Job, which is also known as Job Costing.

Overtime allocation in Job Costing is an integral part of many businesses and how they keep track of the jobs and their expenses. Let's get started on how this function can be set up on Fingercheck:

Import Dates from Time Card

  • You'll want to first navigate to the company Default Settings, which can be found by going into the "Setup" tab on the left hand side. Then, you'll go into the "Company" tab and find the "Default Settings" category within this tab.

  • Once there, simply scroll down a bit and you will find a few check boxes. The important one that we will want to check off before going any further will be the "Import Dates From Time Card" box.

    (This is where the real setup begins) Now let's continue:

    Earning Code & Accumulator Steps:

  1. We'll want to first create an Earning Code that will represent the hours being allocated. You can navigate there by going into Setup > Payroll > Earnings. For example purposes, we'll name it OH (over shift hours). You'll want to apply the following settings to this earning code:

    1. Maximum Hours: 40.00

    2. Transfer Excess Amount To: OT - Overtime

    3. Process Sequence: 2

  2. After the OH earning code has been set up, save these settings and navigate over into Setup > Payroll > Accumulator so we can create an Accumulator. We'll name it OH (over shift hours) as well. Apply the following settings to this accumulator:

    1. Scope: CurrentCheck

    2. Add two Accumulator Rules

      1. One will be for the earning code: RG - Regular

      2. The other will be for the earning code: OH - Over Shift Hours

  3. Once the Accumulator has been created with the appropriate settings, you'll need to navigate back to the earning code we originally created (OH - over shift hours), and apply the accumulator to the earning code as shown below.

  4. Lastly, please make sure to go into Setup > Payroll > Earnings and to set the Process sequences for the following earning codes as follows:

    1. RG - Regular earning code should be set to Process Sequence: 1

    2. OT - Over Time earning code should be set to Process Sequence: 3

Setting up the Overtime Policy:

For the second-half of this setup, you'll need to setup an Over Time Policy, which will complete this process of allocating overtime hours for job costing.

  1. Navigate into Setup > Policies > Overtime Policies

  2. Make an Overtime Policy and let's call it OH for consistency sake, and apply the following overtime rules:

    1. Over Time Rule #1

      1. Over Time Type: Daily

      2. Hours Above: 8.00

      3. Hours To: 24.00

      4. Division Earning: OH - Over Shift Hours

    2. Over Time Rule #2

      1. Over Time Type: Weekly

      2. Hours Above: 40.00

      3. Hours To: 168.00

      4. Division Earning: OH - Over Shift Hours

  3. Once these rules have been applied and saved, head into Security > System > Master Profiles and assign this Over Time Policy (labeled "OH") to the master profile.

And you're done! Your overtime allocation in job costing setup is complete.

Please note, these allocations won't be visible until the payroll is ran. Upon running payroll, these allocations will be visible in Step 5 of running payroll (also known as the Preview Payroll step).

If you have any further questions on this subject, you can reach out to our team at 1-800-610-9501, or, use our in-app messaging feature by logging into our secure site and initiating a conversation.

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