10. Calculate Overtime in Shop Floor Insight

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10. Calculate Overtime in Shop Floor Insight

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This is a very high-level overview of calculating overtime. Refer to the setup guide, task-oriented manuals, and your recorded training session (if available) from your Insight Works representative. Shop Floor Insight provides an “out of box” overtime calculation codeunit for basic overtime scenarios. Your partner or Insight Works representative may have created a unique payroll rules codeunit for your location.

Shop Floor Insight follows the best practice of double-entry adjustments.

  • Adjustments will typically create two new lines for the overtime. The original line is left untouched.
  • A Negative adjustment line is created for the original line and the original paycode.
  • A Positive adjustment line is created for an adjustment line with the new adjustment paycode.

Pre-Requisite Setup:

  • Shop Floor Setup page must be configured to the appropriate payroll rules codeunit.
    • The usage steps in this section assume you are using the default adjustment codeunit (23044122).
    • If you are also applying overtime cost to production orders, then set “Post Overtime Costs” to true.
    • If you want the cost to include the direct cost, then also set “Adjust Overhead for Labor”.
    • If you want the indirect cost % to be applied to the unit cost, then also se “Adjust Indirect for Labor” to be true.
  • Paycodes must be configured
    • If you are applying overtime costs to production orders, then the appropriate “Overtime Factor” must also be defined on each paycode.
    • Caution: If “Overtime Factor” is blank or 0, then overtime costs will be zeroed out if combined with “Post Overtime Costs”.
  • Payroll Rule Configuration must be defined
    • At least one must exist.
    • Typically, “Adjust Source Line Details” is turned off unless you are also applying overtime costs. More details are available in a guide specific to calculating overtime.
    • The adjustment paycode must be defined, and the overtime paycode, as well as the double-time paycode. If your organization does not do double-time then put the overtime paycode in the double-time paycode field.
    • Set the “Daily Paycode Filter” and “Weekly Paycode Filter” to include all paycodes for time that should be considered for regular time calculations.
  • Employee Shift Patterns must be setup and defined. The ‘Expected Regular Hours’ for each day must be defined on each day where work is expected.
  • Shop Floor Employees must be configured to appropriate shift patterns and have a payroll configuration code setup.

To calculate payroll adjustments, navigate to “Payroll Adjustment Worksheet”.

Payroll Adjustment Worksheet

You’ll be presented with a screen below. The screen typically starts blank, however if there are existing values, it will be from a previous session that was not applied.

To calculate daily overtime, choose “Get Daily Adjustments”, to calculate weekly overtime use “Get Weekly Adjustments”.

Shop Floor Payroll Adjustment Worksheet

In this example we’re using daily overtime, and the system found based on the configuration that 1.18 hours were worked overtime. It lists the summary of the suggestion in the top section, and the details of the proposed suggestion in the bottom section. At this point the overtime has not yet been applied to the person.

Shop Floor Payroll Adjustment Worksheet

If the suggested overtime is correct, then the suggestion Accept Adjustment. If all adjustments are correct, then the “Accept All” action can be chosen. It is important to review the suggestions that the system provide. After accepting suggestions, the overtime is not yet applied.

Adjustments

After reviewing the suggestions are correct and accepting specific suggestions, then choose “Carry Out Adjustments” from the action list.

Carrying out the suggestions will create time card lines in existing unposted time cards, or if the time has already been posted then it will create new open time cards. These cards must be reviewed, approved, and posted for the overtime to be available to export to payroll.

Payroll Adjustment Worksheet

In our example, we’ll see an adjustment of -1.18 on regular time, and +1.18 on our overtime code.

Adjustment

The time must be reviewed, approved, and posted. The bi-weekly time report is a printable report that helps summarize time per person, per week, per paycode.

Reviewing Adjustments

Navigate to the “Bi-Weekly Time” report.

Bi-Weekly Time Report

For the starting date, choose the appropriate Monday starting date. If the overtime adjustments were not yet approved then be careful to un-check “Only Include Approved” on the report filters, otherwise the typical usage is to only show approved time to avoid capturing in-progress time.

Edit Bi-Weekly Time Report

In our example, we’ve worked one day, and on that day the employee had 9.18 hours in total, 8 of which are regular time, and 1.18 of our adjusted overtime.

Bi-Weekly Time Report

The Employee Hours Summary also provides a way to view details. To access this, find “Shop Floor Employee Hours Summary”.

Shop Floor Insight Interface

A simple matrix screen will be depicted, showing employees available on the left-hand side with dates across the top. Use the “Paycode Filter” section to restrict which paycodes you’re seeing per employee per day.

Shop Floor Employee Hours Summary
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