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PR Auto Overtime

PR Auto Overtime calculates and posts overtime into an existing unposted PR Timecard Entry batch. It uses straight-time hours already in that batch and the overtime basis on each employee (daily, weekly, craft, or job). Run it after timecards are entered and before salary distribution, automatic earnings, and Executing the PR Payroll Process when your company uses automatic overtime.

Before you start​

  • Using automatic overtime (setup pages also say Using Automatic Overtime) is checked on PR Company Parameters, Info tab, and Overtime Earnings Code is set. If the checkbox is off, posting auto OT shows a message and you cannot finish; Timecard Entry only warns when hours exceed daily or weekly limits and does not auto-calculate OT.
  • Employee Overtime basis on PR Employees is set (used only when the company checkbox is on): N-None, D-Daily, W-Weekly, C-Craft, or J-Job.
    • D-Daily: assign OT Schedule on the employee.
    • C-Craft: OT schedule comes from PR Crafts (or a craft template override).
    • J-Job: OT schedule comes from PR Overtime Schedule on the job (PR Info tab).
  • Straight-time hours for the period are already entered in an unposted Timecard Entry batch. Batch Month, PR Group, PR End Date, and Pay Seq on Batch Selection must match that batch.
  • Rate method setup on company parameters (timecard rate, highest available rate, or craft/class rate, including Use Factored Employee Rate if Higher / Use Variable Earnings Rates when required) and any weighted-average flags on craft/class and job are complete. See PR Overtime Schedule and PR Earnings Codes.

Steps​

  1. Open PR Auto Overtime (PR Programs on the Main Menu). Batch Selection opens.
  2. Select the unposted Timecard Entry batch and confirm Batch Month, PR Group, PR End Date, and Pay Seq, then OK.
  3. On first open, the grid can list auto-OT employees who still have non-posted timecards in other batches. The system will not process those employees until those batches are posted. Post them, then continue.
  4. Optionally check Restrict by Employee and enter Employee (F4). Optionally check Restrict Posting to a Single Payment Sequence # and enter Payment Seq # (useful when the period has multiple sequences and you need to exclude bonuses, adjustments, or reimbursements from OT). With neither restriction, all employees and sequences for the pay period are included.
  5. Click Process, confirm the message, then Close. Matching employees appear in the grid.
  6. Select File > Process Batch. On PR Batch Process, process/validate the batch. The Batch List report shows how overtime posted.
  7. Continue the payroll sequence as needed: PR Salary Distribution, PR Automatic Earnings, Timecard Entry reports, then Executing the PR Payroll Process.

How overtime is applied​

  • Source hours are straight time already posted in Timecard Entry. Dates outside the pay period and negative hours are ignored.
  • Distribution runs in reverse posting-sequence order. Either the posted earnings code is changed to the OT earnings code and its rate, or regular hours are reduced and a new entry is added for the OT earnings code (New Seq balance line).
  • N-None: no overtime (exempt).
  • D-Daily: daily max regular hours from the employee OT schedule, then weekly OT after all days are processed.
  • W-Weekly: weekly only (hours over 40). Same reverse-sequence distribution; no daily pass.
  • C-Craft: only crafts or craft templates with a daily OT schedule. Regular hours for that craft on that day accumulate; weekly OT runs after daily. Timecard order matters when templates use different rules (it decides which jobs or SM work orders get the OT).
  • J-Job: only jobs with a daily OT schedule. Each job is independent (hours do not pool across jobs in one day); then weekly after daily.
  • On PR Craft Templates, Override Overtime plus OT Schedule overrides the craft schedule. If Override Overtime is not checked, the craft schedule is used. Mixing job and craft rules is documented through craft templates, not a combined job+craft calculation.
  • After processing, rates come from the OT schedule on the employee, job, craft, or craft template, using the company rate method (timecard rate × OT earnings-code factor; highest of timecard / craft-class / employee when those options are on; or craft/class variable rates with pay-rate fallback).

Notes​

  • Processing Payroll order around this form: set up the pay period → optional timesheets into a batch → Timecard Entry → PR Auto Overtime (as needed) → Salary Distribution → Post Auto Earnings → Timecard Entry report → Payroll Process.
  • These help pages do not document a dedicated “rerun Auto Overtime” action or what happens if you select an already-posted batch. If you change timecards after payroll has been processed, reprocess payroll for the employees who changed. After the period is closed in PR Pay Period Control you cannot back up; reopening requires rerunning final updates.
  • Different craft-template rules on the same day can yield no OT even when total hours exceed one craft’s daily limit.
  • AU/CA only, and only for labor on non-job SM work orders: Tax Type can be set to 3-VAT on the work-completed labor line with Tax Code copied from the original timecard when the SM company’s AR company has Default Country AU or CA in HQ Company Setup.
  • Related: Entering PR Timecards, Executing the PR Payroll Process, PR Company Parameters, PR Overtime Schedule.