Employees can now make overtime and official business requests.

How the Overtime / Official Business Request Works

Employee Request

Employees can request for Overtime on the OT/OB tab:

• Start time will be the start time of the overtime
• End time will be end time of the overtime

Manager Decides

• Once the employee has requested for an Overtime, Manager receives a notification and can be approved on the “Approval” page
  
  • To approve/reject, click on ‘view’
    
• All future approved overtime requests shows under “Upcoming” page.

• If the OT/OB request is approved, the system will update the schedule of the employee as well

Employee and Manager OT / OB Request Notification 

OT/OB Email Notifications should be sent automatically on both the Manager and Employee. Learn more about it here.

OT / OB History

Once Managers approve or reject any OT or OB employee request, they can view the history of OT and OB Request on their PayrollHero account.

Here’s how:

• Login to your PayrollHero Account.
• Click on the Employee Tab
• Click on the OT/OB History
  
  
  • Employee Name
  • Status: If the overtime/official business is Approved or Rejected
  • Submitted: Date to when they submitted the request
  • Start and End date
  • Duration: The number OT hours requested
  • What type of request: Overtime/Official Business
  • Employee Tags: When you tag a specific employee profile on the Employee List, tags are also shown on the History page of the OT/OB Feature
  • Approved by (Approver): Who approved the OT/OB Request
  • Last Updated at (Timestamp): The date and time to when the OT/OB request has been approved or rejected
  • View: Detail of the request)
• If you click on “View” it will show the details of the request
  

How to Manage Overtime / Official Business (OT/OB)

Similar to how Leave Management and Managing Teams work, there are 4 things that you would need to setup:

1. System Permissions

   Make sure that your Managers or Team Leaders have access to approve/reject OT/OB requests. In payroll hero we do this by assigning them to a predefined set of system permissions. 

   • Go to your Settings
   • Click on System Permissions
   • Edit the system permission of your Manager/Team Leader
   • Under “Tag Based Employee Permissions”
   • Set “Resolve OT/OB Requests” to “Can Edit”
     
     Now that you have updated the system permission, you would need to go over the Manager/team leader’s profile, make sure that their system permission is what you have just updated.

2. Positions Hierarchy

   

   Make sure that the employees under the Manager / Team leader has the correct parent hierarchy on the organizational Chart of the company:

   • On the Settings page,
   • Click on Positions (of the employee)
   • Under “Parent”, select the team leader’s position and update.

3. Tags

   Now that you have set up their system permissions and positions, we need to create a tag to group the Manager / Team Leader and his subordinate together. If this is already setup, proceed to #4.

   • Click on the Employees tab
   • If all employees are on the system already, great. You can then start creating tags.
     If not, please make sure to add all your employees first. (Here’s a KB how)
   • On your Employee List
   • Create a tag either using the right or left tag box.

   

   • The tag should include all the team members and the team leader. You can add as many team leaders there is on a tag.
   • If a team leader has 2 teams, then add his name on the tag on both teams. This way he can manage both as well.

   Click Here for more info on how to Tag Employees.

4. Subordinates

   Now click on the Manager / Team Leader’s profile

   • Click on the “Subordinates” page to see this:

   

   • • The subordinate page is where you’ll have the option to give your team leaders access to their teams. It can either be to all employees, or to a specific tag.
     • “Self Managed” means that if you are giving the team leader access to manage himself. He/she can then create and resolve their own schedules.
     • “Allow management of all employees of the same position” means that the team leaders can manage all team leaders or all position same as his.
   • Once you’re done, click on Update and that’s it!

And that’s it! If you have any questions or feedback, email us at support@payrollhero.com