Employee Overtime Bank

RosterApps keeps track of the number of hours from open shifts assigned directly to an employee by a supervisor, or overtime/open shifts that the employee picks up from the Trade Board or Open Shift Bid Board, that put them beyond a 40-hour work week, and adds those hours to the employee’s overtime bank. This is for the purpose of enabling management to more equitably distribute open shifts amongst employees, and is not a means of tracking hours of overtime for payroll purposes.

Some organizations use the Overtime Bank to determine who should get an open/overtime shift. A supervisor can use overtime bank information with the Assign Shift page or Open Shift Bid Board for a more equitable distribution of open/overtime shifts.

The top of the page displays the employee's current overtime balance in hours.

The Overtime Bank Activity Table shows any overtime shifts the employee has claimed or been assigned. The table displays the date of the shift(s), length (in hours) of shift(s), who assigned/posted the shift(s), and any comments regarding the shift(s). Any adjustments that you make to the overtime bank will also show up in this table.

To edit an employee's overtime bank:

• Click on the Employees tab.
• Find the employee whose overtime bank you want to edit in the table of employees. Click on the blue text link Edit in that employee’s row of the table.
• Click the blue text link Edit Overtime Bank.
  

• Select the effective date that the adjustment will take place on in the Adjustment Date selector.

• Enter the amount of overtime hours that you want to either add or subtract from the employee's overtime bank in the Amount field.

• To add the hours, select the Increase option button, or to subtract the hours, select the Decrease option button.
  

• Enter any notes about the overtime adjustment in the Comment field, if you would like. Notes will appear in the Overtime Bank Activity Table once you submit your changes.

• Once you finish making changes, do one of the following:

  • Click on the Apply & Refresh button to submit your changes and view them on the same page.

  • Click the Apply & Return button to submit your changes and return to the Edit Employee Record page.

  • Click the Cancel button if you would like to cancel your edits.