Time and Attendance Rules

Time & Attendance Rules

If you are using Timesheets on Buddy, you will most likely want to set up the Time & Attendance Rules for overtimes and allowances.

A rule can be done for any overtime or allowance in the company, and each rule is highly customisable. 

1. Firstly, select the Overtime or Allowance that you want to create a rule for
2. Then, select between AND / OR (this will be applied if multiple conditions are used)
3. Select the Where and is fields from the drop-down
4. Input or Select the Value
5. Take an action (delete or add more conditions within the rule)  
6. Click Save Rules

The following screenshot may be useful to get an idea of how such rules can be set up.

Advanced Overtime Settings

In the Overtime Settings, you can click the Cog icon to open the advanced overtime settings menu. Each overtime can have its own custom rules for how it will be processed.

• Include Other Overtimes in Rules
  Generally, after one overtime rule is applied, Buddy will not apply any additional overtime for the same timesheet. However, enabling this will allow Buddy to apply further overtime to be calculated (e.g. in the case of a special rate of pay + overtime)
  
  
• Apply Basic Hours & Overtime
  Timesheets qualifying under this overtime will apply both basic hours and overtime rules accordingly. For instance, if an employee is on a special pay rate for normal hours, that special rate will continue, but it will also apply additional rates of overtime in case it is no longer part of the basic hours.
  
  For instance, if you have a special rate that applies on Sundays (when they are part of the 40 hours), Buddy will assume any hours to be as basic hours. However, if you have an overtime set when an employee exceeds 40 hours than that overtime will take place instead of this special rate with this setting.
• Treat as Allowance 
  This overtime will be treated as an allowance when processing timesheets; this means that the timesheet will be processed as both basic hours (normal) and at the specified overtime rate. This is sometimes used for example in Bank Holidays, to have the rate be paid both at the basic and additionally at the Bank Holiday overtime rate.
• Deduct Sunday from Basic
  This overtime will be considered as part of the basic hours for computation purposes. For instance, an employee worked 40 hours, 8 of which are at a specified Sunday rate at x2 rate. Rather than showing 40 hours basic and 8 hours at x1 Sunday, you may prefer to show 32 basic and 8 hours at Sunday x2, as this might be easier understood by your employees.