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To pay overtime, the caregiver must have the Pay Overtime option selected in their Payroll Options.
Weekly Overtime
Overtime is calculated based on a full 7-day week, beginning on the day selected in the Start of Week field. (The Start of the Week is in the Agency Office Module, Required Home tab, under the Settings tool in Schedule Settings.)
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Overtime is paid if the same caregiver exceeds the overtime hours limit in a given 7-day payroll week. The overtime hours limit is the threshold for overtime. You will set this threshold in the Hours Before Overtime setting for Weekly overtime. This setting is in the Agency Office Module, Required Home tab, under the Settings tool in Payroll Settings. If this threshold value is set to 0, Weekly overtime is disabled.
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Overtime Rate Factor: The factor by which overtime payroll rates will be calculated. This setting is in the Agency Office Module, Required home tab, under the Settings tool in Payroll Settings.
Overtime Average: Choose the method by which overtime will be calculated. This setting is in the Agency Office Module, Required Home tab, under the Settings tool in Payroll Settings.
Weighted Average of the Week: Overtime rates for schedules are calculated based on the weighted average of all Hourly work for the payroll period (week) for the specific caregiver. Holiday adjustments applied to schedules do not affect the weighted average. Only schedules with rate types that are eligible for overtime (i.e. Hourly and Live-In) may be considered in the weighted average. Flat-rate (i.e. Per Visit, Monthly, etc.) schedules do not influence the weighted average. To determine the overtime rate for the schedule, the calculated weighted average is multiplied by the overtime rate factor.
Weighted Average of the Day: As above, but a weighted average of all records for a specific caregiver for the same calendar day.
Overtime Rate Factor Only: Overtime rates for schedules are calculated based on the unadjusted payroll rate for the schedule multiplied by the overtime rate factor.
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Individual Call Types may be marked to be excluded from overtime calculations in the Agency Office list of Call Types. A call type that is marked to be excluded from overtime will not calculate overtime, nor will its hours count toward the overtime totals when calculating overtime on other schedules within the same period.
Daily Overtime
Daily overtime is calculated on a similar basis to Weekly overtime, but on the basis of a 24-hour calendar day rather than a full week.
Overtime is paid if the same caregiver exceeds the overtime hours limit in a given calendar day. The overtime hours limit is the threshold for overtime. You will set this threshold in the Hours Before Overtime setting for Daily overtime. This setting is in the Agency Office Module, Required Home tab, under the Settings tool in Payroll Settings. If this threshold value is set to 0, Daily overtime is disabled.
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This option is set at the Rate Type level. The master list of Rate Types is in the User Defined Information Module, under the File Quick Access Menu, With Support's Advice. To prevent hours that already have Daily overtime rates applied from being counted toward the Weekly overtime threshold, edit the Rate Type and check the box "Exclude Daily overtime from contributing to Weekly total". (NOTE: By default, this option defaults to exclude daily overtime hours from contributing to the weekly total.)
We recommend that you make sure that all of your rate types are configured with matching settings.
Separate Thresholds for Overtime in Facilities
Some jurisdictions are required to calculate overtime pay for caregivers differently if the caregiver works in a facility rather than in-home or privately. If a caregiver works in a facility, overtime is paid after fewer hours worked, compared to in-home or privately. Companion has the ability to specify different hour thresholds for "standard" and "facility" overtime.
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Whether a given schedule should apply to facility overtime is determined by the location of the schedule, which is chosen from the client's address(es). To indicate that an address is a facility, edit the client's profile or secondary address and specify a Structure type that represents a facility. A Structure represents a facility if it has a check in the box "Is Facility" on the definition of the structure. The master lists of Structures is in the User Defined Information Module , Optional Tabunder the Location drop-down menu.
Facility and Daily Overtime
Facility overtime may also be applied to Daily overtime calculations, using the same rules as detailed above, but for a 24-hour calendar day. The Daily overtime hours limit for facilities is the threshold for overtime. The threshold is set in the Hours Before Overtime for Facility setting for Daily overtime. This setting is in the Agency Office Module, Required tab, under the Settings tool in Payroll Settings. If this threshold value is set to 0, Daily facility overtime is disabled.
Excluding Specific Services From Overtime
It is possible to exclude certain Services (Call Types) from factoring in to Overtime. Any schedules for excluded Services will not have overtime calculated, nor will their hours contribute towards calculating overtime on other schedules.
To exclude a service from Overtime, edit the Service (Call Type) in the Services list in the Home tab of the Agency Office Module. Under the "Exclude From" heading at top right, check the boxes to exclude from Weekly and Daily Overtime.