Table of Contents
Introduction
Indigo usually allows submission of overtime requests via the Approval System. However, this feature is available only to Attendance users since overtime is strictly related to the Scheduler and shift presets.
So, what if you're not Attendance users? Don't fret! Indigo lets you create an 'Overtime' pay item for your expense requests. This way, you can still claim compensation for your hard work after hours. 😉
❗ Important: Before submitting this type of expense request, you need to ensure one or more pay items are accurately created and set up. Check the following section to learn how.
Setting up Overtime Pay Items for Expense Requests
Go to Payroll & Leave > Pay Items.
Click on the ➕ Insert button.
Select Overtime from the Payment Type dropdown.
Set up the Overtime pay item as follows:
In the Details section ensure that:
Amount Allocation is set to Fixed
Analysis is set to Overtime
Pay Item Taxation Profile Code is set to Overtime Concession Tax
Payment basis is Multiplier
Unit description is HOURS
In the Options section, decide whether the Overtime is subject to taxation (FSS, SSC) or not using the relevant checkboxes along with other options.
In the Based on section:
Choose a Pay multiplier (e.g. 1.5).
Select 'Basic Pay Rate' as a Factor of: Pay group.
This way the flat rate per hour (basic pay rate) will be multiplied by the Pay multiplier you inserted (e.g. 1.5).
In the Expense Request section:
Tick the Is available for expense requests to show it in the expense request's submission form.
Set up an annual, per request and per lifetime maximum amount if needed.
Now go to Approval System > Rules.
Select Expense from the View Type dropdown and set up a rule for it.
Submitting an Expense Request for Overtime
Go to Approval System > Expense > Requests.
Click on the ➕ Request Expense button in the top right of the page.
Fill in the fields in the Submit Expense Claim drawer.
Select the previously created Overtime pay item from the Pay Item dropdown.
Enter the right amount in the 'Claim Amount in Hours' field.
Select Submit.
🎉Congrats! Your Overtime Expense request is now ready to be approved. More on approving expense requests ➡️ here.
👀 Note: Since the 'Overtime' pay item's Unit is 'Hours', the Claim Amount is in hours too.
If it were an Adjustment pay item and you selected the symbol for euro (€), the same field would state 'Claim Amount in €'.
Whether you are submitting, approving or rejecting an expense request, both the submitter and the approver will be notified about each step the claim goes through. You'll get notified both via email and in the 🔔 Notification Centre.
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