Updated in November- 2023 | Subscribe to watch greytHR how-to video
Considering overtime records is crucial for analyzing workloads, managing resources effectively, and ensuring fair compensation. Ignoring them can lead to improper resource allocation, potential burnout, and financial inaccuracies. The term used to consider or ignore overtime records is Finalization.
The Overtime Finalization page in the greytHR Admin portal allows you to finalize the overtime (OT) records for payroll processing. The page displays information such as Total Records, OT Records of a particular month, and the list of employees’ OT details based on the filters available on the page. The list includes the employee name/number, OT Days, Status, and Details.
The date range selected from the leave year dropdown available at the top right corner of the page allows you to view the required past OT records. You can also download the OT records and apply filters to view the OT records list using the filter icon.
To view the Overtime Finalization page, click Leave > Admin > Overtime Finalization.
You can perform the following actions on the Overtime Finalization page:
View OT records.
Consider/ignore OT records.
Consider/ignore past OT records.
Download OT records.
To view the OT records, perform the following actions:
On the Overtime Finalization page, from the Status filter, select the required option.
Note: You can also search the OT records of an individual employee using the Select Employee search box.
Using the Display Records Applied by, and OT Records In filters, customize the list of OT records. A list appears.
From the list, click the → arrow to view the OT details of the selected employee.
To consider/ignore the OT records, perform the following actions:
On the Overtime Finalization page, from the Status filter, click Not Considered. A list appears.
From the list, select the employees using checkboxes. Click Consider. A pop-up appears.
From the pop-up, using the Payroll Month dropdown list, select the required month.
Click Confirm. A success message appears.
Note: You can also ignore the OT application of an employee using the Ignore button.
To consider/ignore a past OT record, perform the following actions:
On the Overtime Finalization page, from the OT Records In filter, select Past OT Records. A list appears.
Click the → arrow to view details of the required previous/current month Not Considered OT record.
Click Consider/Ignore as per your requirements.
To download the OT records, perform the following actions:
On the Overtime Finalization page, using the Filters, customize the list of employees’ OT records.
Click the Download icon to download the OT summary.
Note: You can also download individual OT records using the → arrow.
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