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There are two types of payroll containers, Instance or Client. These containers represent how overtime hours in each instance count toward overtime for payroll processing.
Instance: All of an employee’s punches count toward the OT calculation regardless of which client the employee works with. This is the standard for an instance running in service provider security mode.
Client: An employee’s punches are grouped by client and then evaluated for OT. This is only available for instances running in fiscal intermediary security mode.
Overtime Rule Types
There are four overtime rule types:
Funding Source
Has the highest priority
Defined for a funding source
Will only be present in the OT Rules table in FI mode
If present will supersede company and state rules unless an employee works both under and outside a funding source in the same pay week
Is based on the employee's relationship to the client (kinship, live-in caregiver, none) so there will always be three funding source rules for a funding source ID
If an employee works under multiple funding sources, the most employee-friendly rule is used.
If in a payroll batch, an employee works under a funding source but also works outside of a funding source (i.e., admin, training, residential, day, parenting, drive) then a company or state rule should be used
Company
Has the second highest priority behind the funding source overtime rule type
Defined for a state
Can be more or less employee-friendly than a state or state relationship exemption rule
State Relationship Exemption
Has the third highest priority but only when it fully and exclusively applies
Defined for a state
Based on employee relationship to client. Currently only the state of CA has this type of rule, and it applies only to live-in caregivers.
If a state relationship exemption rule is present, the employee works in only that state, and all of their employee service accounts are live-in caregiver, this rule should be selected. If the employee works in another state or has employee service accounts for which they are not live-in caregivers, then a state rule would be selected.
State
Has the lowest priority and is the fallback rule since every state in the United States must at least have a state rule that follows the federal 40 weekly overtime rule
Defined for a state
Overtime Types
The term overtime describes when an employee is required to be paid above their standard pay rate because they have exceeded a working threshold. The amount above their standard pay rate is referred to as a multiplier and is most commonly 1.5x or 2x their normal pay rate. There are several scenarios in which an employee becomes eligible for overtime pay. Below is a table listing the current types of overtime in the United States.
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