To manage overtime fairly and stay compliant with company and labor policies, you can set overtime limits.
These limits define the maximum number of overtime hours an employee can work during a specific period. The system automatically checks these limits whenever you add, request, or edit overtime, helping you stay within the allowed range.
You can set overtime limits in two ways:
Per Overtime Type: Each type of overtime has its own limit.
Total Limit: A single limit applies to all overtime types combined.
How to Set Overtime Limits
From the System Preferences, go to Financial Transaction Types, then Overtime Types.
On the Overtime Types page, click the “Limit Setup” button, which will open a pop-up.
Activate the “Enable Overtime Limits” toggle. Once activated, the Limit Type options will be visible, and you can choose between “Total” and “Per-Type”.
Select “Per-Type” to set limits for individual overtime types, or “Total” to apply one limit across all overtime types.
When “Total” is chosen, you can set the limit by adding the number of hours per either Day, Week, or Month.
After setting up the limits, these limits will apply when the employee requests overtime, when the manager adds the overtime, and when the overtime is recommended on the recommendation page..
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