Billing overtime to the customer
Choose a flow
Situation
A project time line includes overtime and the contract allows a premium.
Recommendation
Record the OT part on the time line; turn on the project’s OT premium to bill OT at its own rate.
Why
Each hour reaches each destination exactly once: customer Invoice, internal charge, payroll. With the project OT premium on, the Invoice splits regular hours and OT hours times a separate selling multiplier. On the payroll side, OT is paid only via an approved OT request.
Steps
- Staff log time with the OT part (OT cannot exceed total hours).
- The PM approves; approving a line with OT creates a pending OT request in HR (if the switch is on).
- If the project OT premium is on, the Invoice splits regular and OT lines.
- HR approves the OT request for payroll.
Avoid
- Treat OT in the log as already paid OT.
- Enter OT as a separate time line unlinked to the original.
Roles & permissions
Employee; PM; HR approves OT; accountant invoices.