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Edit Overtime Policy

Summary

 Admins can create, edit, and configure overtime policies to define how employees are compensated for working beyond regular hours. This includes setting eligibility, approval requirements, calculation methods, compensation type (Comp Off or Pay Off), and specific payout or leave credit rules.


In this article

  • Before you begin
  • Step 1: Access and edit an overtime policy
  • Step 2: Enter policy details
  •  Step 3: Assign policy to employees
  •  Step 4: Configure overtime calculation method
  • Step 5: Set compensation type and rules
  • Step 6: Enable additional settings
  •  Frequently Asked Questions (FAQ)

Before you begin

  • You must have an active Plumm account with Admin permissions to access and configure overtime policies.
  • Only Admin users can create, edit, or delete overtime policies.
  • Once saved, policies apply only to assigned employees or groups.

Step 1. Access and edit an overtime policy

  1. Go to Admin > Attendance > Overtime.
  2. Locate the policy you wish to edit from the list.
  3. Click the ⋯ menu and select Edit.

Step 2. Enter policy details

  1. In the Details tab, enter the Title (e.g., Overtime Policy – Comp Off (Day)).
  2. Add a Description explaining the policy’s scope, eligibility, approval process, and pay/leave treatment.

Step 3. Assign policy to employees

  1. Choose Assign To:
    • All Employees
    • Select by Condition
    • Select by Name
  2. (Optional) Use Edit to update the employee list or conditions.
 
 

Step 4.Configure overtime calculation method

  1. Select whether overtime is calculated based on:
    • Effective Hours – Time in the office excluding breaks.
    • Gross Hours – Total time including breaks.
  2. Choose whether to include all hours or only those exceeding the standard schedule.

Step 5. Set compensation type and rules

  1. Choose Overtime is compensated by:
    • Comp Off – Employees receive leave days for overtime worked.
    • Pay Off – Employees are paid extra based on pay rates.
  2. Define rules for:
    • Daily – Criteria and credits for regular working days.
    • Weekly Off – Criteria for weekly rest days.
    • Holiday – Criteria for public holidays.
  3. For Comp Off: set Overtime Hours Range and Comp Off Credited (in days).
  4. For Pay Off: set Overtime Hours Range and Compensation (e.g., 0.5 or 1 times pay rate).
  5. Add more rules using + Add Rule if needed.

Step 6. Enable additional settings

  • Ignore overtime compensation if overtime days are less than X minutes – Set a threshold for minimum overtime to qualify for compensation.
  • Approval Required – Enable to make manager approval mandatory before applying overtime benefits

Frequently Asked Questions (FAQ)

1.Who can create or edit overtime policies?

Only Admin users with Attendance configuration permissions.
 

2 .Can multiple overtime policies be active?

 Yes, but each employee can only have one policy assigned at a time.

3. Can I switch between Comp Off and Pay Off?

Yes, but changes apply from the date you update the policy, not retroactively.
 
 

4.What happens if no employees are assigned?

The policy will not take effect until it is assigned.

5.Will employees be notified about policy changes?

Yes, if notifications are enabled for policy updates.