Overtime Wizard

1.

Open the Pay Rates Calculator component.

2.

From the menu bar, select Settings>Overtime Wizard.

3.

Click Add to create a new overtime calculations setting.

4.

Select the Per Visit check box.

5.

Click Next.

6.

Enter the Regular Visit threshold. For example, if the regular visit threshold is set to 25, the first 25 visits in a week are paid on regular basis, the 26th and further visits are paid as overtime.

7.

Enter the factor at which the overtime visits are paid. This is the multiplier, for example, 1.5 means that overtime visits are paid time and a half.

8.

Select the Yes radio button if you pay another overtime rate in the same week. Otherwise, select the No radio button and go to step 11.

9.

If you selected Yes in the previous step, enter the second visit threshold. For example, if the regular visit threshold is set to 25 and second visit threshold is set to 30, then the first 25 visits will be paid on regular basis, the visits from 26 to 30 – on overtime basis, the visits from 31 and further – on second overtime basis.

10.

Enter the factor at which the second level overtime visits are paid. For example, if you enter 2, the employee is paid double for the second level overtime visits.

11.

Click Next.

12.

Select the Do not pay visits in the 'Regular Visits' threshold check box not to pay for the visits in the regular visits threshold.

13.

Select the Pay for mileage on 'Regular Visits' threshold check box if your agency pays for mileage on regular visit threshold. Netsmart will only pay the mileage amount and ignore the regular visit amount.

14.

Select the Exclude holiday visits from overtime calculations check box not to pay for holiday visits overtime. The visit will be paid, but not included in the overtime calculation.

15.

Select the Exclude weekend visits from overtime calculations check box not to pay for weekend visits overtime. The visit will be paid, but not included in the overtime calculation.

16.

Click Next.

17.

To set a maximum number of visits that can be scheduled for the resource, select the Yes radio button. Otherwise, select the No radio button and go to step 19.

18.

If you selected Yes in the previous step, enter a maximum number of visits for a day and for a week. If any number of visits is acceptable, select the No maximum check boxes for a day and for a week.

19.

Select the Yes radio button if you want a warning to appear when the overtime visits are scheduled. Otherwise, select the No radio button and go to step 21.

20.

If you selected Yes in the previous step, enter the number of visit at which the warning should appear. For example, if you enter 27, the warning will appear if the 27th visit is scheduled for the resource.

21.

Click Next.

22.

Enter the name for this overtime calculation setting.

23.

Enter the effective date for this calculation setting or select the date from the drop-down calendar.

24.

Click Finish to save the entered information.

1.

Open the Pay Rates Calculator component.

2.

From the menu bar, select Settings>Overtime Wizard.

3.

Click Add to create a new overtime calculations setting.

4.

Select the Hourly check box.

5.

Click Next.

6.

Select the Yes radio button if you calculate overtime daily. Otherwise, select the No radio button and go to step 12.

7.

If you selected Yes in the previous step, enter the number of regular hours for the resource before calculating daily overtime.

8.

Enter the rate at which the daily overtime visits are paid. For example, if you enter 1.50, the employee will be paid time and a half after the 8th work hour a day.

9.

Select Yes if you pay another overtime rate on the same day. Otherwise, select No and go to step 12.

10.

If you selected Yes in the previous step, enter the number of working hours for the resource before calculating another overtime rate.

11.

Enter the rate at which the second daily overtime is paid.

12.

Click Next.

13.

Select Yes if you calculate the overtime weekly. Otherwise, select No and go to step 19.

14.

If you selected Yes in the previous step, enter the number of working hours for the resource before calculating weekly overtime.

15.

Enter the rate at which the weekly overtime visits are paid. For example, if you enter 1.50, the employee will be paid time and a half after the 40th hour in a week.

16.

Select Yes if you pay another overtime rate in the same week. Otherwise, select No and go to step 19.

17.

If you selected Yes in the previous step, enter the number of hours for the resource before calculating this overtime rate.

18.

Enter the rate at which the second weekly overtime is paid.

19.

Click Next.

20.

If your agency pays different overtime on the seventh consecutive working day, select Yes. Otherwise, select No and go to step 29.

21.

If you selected Yes in the previous step, enter the number of regular working hours that must be worked on the seventh consecutive day before paying overtime. For example, if the regular working hours are set to 2, the first two hours on the 7th consecutive day are paid on regular basis, and the third and further hours are paid as overtime.

22.

Enter the rate at which the overtime is paid. For example, if you enter 1.50, the employee will be paid time and a half after two working hours on the seventh consecutive day.

23.

Select Yes if you pay another overtime rate on the seventh consecutive day. Otherwise, select No and go to step 28.

24.

Enter the number of hours worked before calculating another overtime.

25.

Enter the rate at which the second overtime is paid. For example, if the regular working hours are set to 2 and the next working hours are set to 3, the first two hours on the 7th consecutive day are paid on a regular basis, the hours from 2 to 3 are paid on time and a half basis, and the fourth and further hours are paid at double overtime rate basis.

26.

Select the Yes radio button to set the rules for calculating overtime for the seventh consecutive day. Netsmart Homecare will use this information to define if the staff member qualifies for the seventh consecutive day overtime. Otherwise, select No and go to step 28.

27.

Enter the number of hours the employee must work in any given day of that week, or the number of hours under the weekly value to qualify for overtime before calculating specific overtime for the seventh consecutive day.

28.

Click Next.

29.

Select the Exclude holiday visits from overtime calculations check box not to pay overtime for holiday visits.

30.

Select the Exclude weekend visits from overtime calculations check box not to pay overtime for weekend visits.

31.

Click Next.

32.

To set a maximum number of hours that can be scheduled for the resource, select Yes. Otherwise, select No and go to step 35.

33.

If you selected Yes in the previous step, enter a maximum number of hours for a day and for a week. If any number of hours is acceptable, select the No maximum check boxes.

34.

Select Yes if you want a warning to appear when the overtime visits are scheduled. Otherwise, select No.

35.

Click Next.

36.

Enter the name for this overtime calculation.

37.

Enter the effective date for this calculation or select it from the drop-down calendar.

38.

Click Finish to save entered information.

1.

Open the Pay Rates Calculator component.

2.

From the menu bar, select Settings>Overtime Wizard.

3.

Click Add to create a new overtime calculations setting.

4.

Select the Per Visit and Hourly check box.

5.

Click Next.

6.

Select Yes if you calculate overtime daily. Otherwise, select No and go to step 10.

7.

If you selected Yes in the previous step, enter the number of regular hours for the resource before calculating daily overtime. For example, if the regular working hours are set to 8, the first 8 hours are paid on regular basis, the 9th and further hours are paid as overtime.

8.

Select one of the radio buttons to set the way the pay rate for overtime is calculated. You can select either the Standard rate for the overtime service or the Average of services for the week radio button.

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Standard Rate for the overtime service is the actual amount of the service that qualifies as overtime. For example, if the service that causes overtime is a standard pay of $10.00 per visit, overtime factor is 1.5, the service will be paid at $15.00 rate.

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Average of services for the week rate is calculated by adding all the staff reimbursement for the week at the regular pay rate for each service or visit and dividing it by the total number of working hours spent. The result is used to pay the overtime rate for the hours that qualify as overtime. This rate is paid in addition to the regular rate for the applicable hours in overtime. For example, there are 20 visits in the week for a total of 40 hours and $200.00, and an office meeting for 4 hours and $50.00. The overtime is on the first day for four hours. The overtime rate is calculated as $250.00 divided by 44 hours for an average of $5.68 to apply the overtime.

9.

Enter the rate at which the daily overtime visits are paid and then click Next to continue daily definitions setup.

10.

Select Yes if you pay another overtime rate in the same day. Otherwise, select No and go to step 13.

11.

If you selected Yes in the previous step, enter the number of hours worked by the resource before calculating another overtime rate.

12.

Enter the rate at which the second daily overtime is paid.

13.

Click Next.

14.

Select Yes if you calculate the overtime weekly. Otherwise, select No and go to step 18.

15.

If you selected Yes in the previous step, enter the number of working hours worked by the resource before calculating weekly overtime.

16.

Select one of the radio buttons to set the way the pay rate for overtime is calculated. You can select either the Standard rate for the overtime service or the Average services for the week radio buttons. This option is activated if Daily Overtime is not defined. Otherwise, this information will be copied.

17.

Enter the rate at which the weekly overtime visits are paid and then click Next to continue weekly definitions setup.

18.

Select Yes if you pay another overtime rate in the same week. Otherwise, select No and go to step 21.

19.

If you select Yes in the previous step, enter the number of working hours for the resource before calculating this weekly overtime rate.

20.

Enter the rate at which the second weekly overtime is paid.

21.

Click Next.

22.

If your agency pays different overtime on the seventh consecutive working day, select Yes. Otherwise, select No and go to step 30.

23.

If you selected Yes in the previous step, enter the number of regular hours that must be spent on the seventh consecutive day before paying overtime. For example, if the regular working hours are set to 2, the first two hours on the 7th consecutive day are paid on regular basis and the third and further hours are paid as overtime.

24.

Enter the rate at which the overtime is paid. For example, if you enter 1.50, the employee will be paid time and a half after two working hours on the seventh consecutive day.

25.

Select Yes if you pay another overtime rate on the seventh consecutive day. Otherwise, select No and go to step 30.

26.

Enter the number of hours worked by the employee before calculating another overtime.

27.

Enter the rate at which the second overtime is paid. For example, if the regular working hours are set to 0 and the next working hours are set to 8, the first 8 hours on the 7th consecutive day are paid on time and a half rate, and the 9th and further hours are paid at double overtime rate.

28.

Select the Yes radio button to set the rules for calculating overtime for the seventh consecutive day. Netsmart Homecare will use this information to define whether the staff member qualifies for the seventh consecutive day overtime. Otherwise, select No and go to step 30.

29.

Enter the number of hours the employee must work in any given day of that week, or the number of hours under the weekly value to qualify for overtime before calculating specific overtime for the seventh consecutive day.

30.

Click Next.

31.

Select the Exclude holiday visits from overtime calculations check box not to pay for holiday visits overtime.

32.

Select the Exclude weekend visits from overtime calculations check box not to pay for weekend visits overtime.

33.

Click Next.

34.

To set a maximum number of hours that can be scheduled for the resource, select Yes. Otherwise, select No and go to step 37.

35.

If you selected Yes in the previous step, enter a maximum number of hours for a day and for a week. If any number of hours is acceptable, select the No maximum check boxes.

36.

Select Yes if you want a warning to appear when the overtime visits are scheduled. Otherwise, select No.

37.

Click Next.

38.

Enter the name for the overtime calculation.

39.

Select the effective date for this calculation or select it from the drop-down calendar.

40.

Click Finish to save entered information.

1.

Open the Pay Rates Calculator component.

2.

From the menu bar, select Settings>Overtime Wizard.

3.

Select the overtime calculation you want to view.

4.

Click View to open the entered information.

5.

To change to the entered data, click Edit.

6.

Change values in the overtime wizard fields as appropriate.

7.

Click Finish to save changes.