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Overtime and Undertime Calculation
Overtime and Undertime Calculation

Find out how to prevent under or over scheduling of your staff

StaffAny avatar
Written by StaffAny
Updated over a year ago

Contents of this article is applicable to the following users

Tier: ESSENTIAL, GROWTH, SCALE

Platform: Web

Access Level: Owner & Manager


Overtime (OT) and Undertime Schedule Calculation

To prevent unintentional under or overscheduling of your staff, you can view the scheduled overtime or undertime on the schedule page. The scheduled hours will be matched against the OT limits to determine if there are over or undertime scheduling. This allows optimization of your staff’s working hours to their contract hours.

To check and manage your staff’s OT hours, you can view more here.

The following shows the terms and calculations of the overtime schedule indicator:

Terms

Calculations

Description

Total sched hours/OT limit

Total hours scheduled for your staff/Total daily or weekly OT limits

OT Sched hours

Total scheduled hours - OT limit

It is used to calculate the number of hours you have overscheduled for your staff against the OT limit.

Diff to OT limit

Total scheduled hours - OT limit

It is used to calculate the number of hours you have under scheduled for your staff against the OT limit.

You can view this help article to know more about and setting up the OT limit.

Weekly Overtime and Undertime Schedule Indicator

Go to StaffAny web app > Schedule, hover over the hour’s capsule, and a tooltip will appear, showing the breakdown of the staff’s working hours. The hour’s capsule will be in various colors depending on whether you have overscheduled, under scheduled or scheduled exactly to the hours the staff was supposed to work.

1. Capsule in red:

The hour’s capsule will be in red if the staff has accumulated weekly overtime hours, which exceeds the weekly OT limit. The OT limit difference will be a positive number, indicating the number of extra hours the staff is being scheduled.

2. Capsule in Navy:

If staff schedules with hours lesser than their supposed work hours (OT limit), the indication would be in navy color. The difference to the OT limit will be a negative value to indicate your staff is under scheduled.

3. Capsule in green:

If staff schedules with hours matching their supposed work hours (OT limit), the indication would turn green.

When the number of scheduled hours exceeds both daily and weekly OT limit, the hour’s capsule will only indicate the weekly overtime hours.

Daily OT limit indicator

The daily OT limit indicator is similar to the weekly OT limit indicator.

However, there are some differences between the weekly and daily OT limit indicator:

Weekly OT limit indicator

Daily OT limit indicator

Calculate the total number of hours scheduled starting from Mon to Sun and match against the OT limit

Calculate the total number of hours scheduled for the day and match against the daily OT limit

The OT limit indicator will be red when you scheduled your staff over the daily OT limit.

The OT limit indicator will be navy when you scheduled your staff under the daily OT limit.

The OT limit indicator will be green when the number of hours you scheduled your staff matches the daily OT limit precisely.

Publish prompter

To help you optimise your OT hours when scheduling, you will get an alert when trying to publish shifts if the staff’s OT hours are under/exceed the OT limits. If it your schedule is accurate, press the “Publish Anyway” button to publish the schedule for your staff to see.

1. There are full-time staff exceeding their OT limits

2. There are full-time staff under their OT limits

3. Have full-time staff both exceeded and are under their OT limits


Calculation of Weekly OT

Here's an example, assuming a 44h weekly OT limit. These OT hours will therefore be counted under May if you payroll period is from 1st May - 31st May.


To learn how to set up OT, learn more at:

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