Overtime Settings - Admin

Description: In this topic you will learn about overtime settings. The Overtime Settings page provides a listing of the overtime rules that are configured in your instance of DCI. These rules were originally configured by your DCI Implementation Specialist during your implementation project based on responses you provided in the Overtime Implementation Questionnaire. None of the values on this page are editable. If you require changes to your overtime rules, please contact your DCI Support representative.

Role Required: Superuser

Permission Required: N/A

View Overtime Settings

1. Log in to DCI with your personal profile

2. Select Settings from the Main Menu

3. Select Payroll from the Submenu 

4. Select Overtime Settings from the flyout menu to view all Overtime Settings

5. You can narrow down your overtime setting view by using the search options. Search options include:

1. Select Rule Type - Select either Funding Source, State, or State Relationship

2. Search by Funding Source Name

3. Search by State

6. A dropdown menu will appear. Select an option from the menu  

7. Click the blue Search button, and the results will appear 

8. To reset the search criteria, click the Reset button

Payroll Containers

There are two types of payroll containers, Instance or Client. These containers represent how overtime hours in each instance count towards overtime for payroll processing.

• Instance: For Payroll Container, a value of Instance means that all of an employee’s punches count towards the OT calculation regardless of which client the employee works with. This is the standard for an instance running in Service Provider security mode. A value of Client means that 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.

• Client: For Payroll Container, a value of Instance means that all of an employee’s punches count towards the OT calculation regardless of which client the employee works with. This is the standard for an instance running in Service Provider security mode. A value of Client means that 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

  • Are defined for a Funding Source

  • Will only be present in the OTRules 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 

  • Funding Source rules are based on the EEs relationship to the Client (Kinship, LiveIn Caregiver, None) so there will always be 3 FS rules for a FS ID

  • If an employee works under multiple funding sources then we will use the rule that is the most employee friendly

  • If in a payroll batch an employee works under a Funding Source but also works outside of a funding source (eg Admin, Training, Res, Day, Parenting, Drive) then a company or state rule should be used

• Company

  • Has second highest priority behind Funding Source 

  • Are defined for a state 

  • Can be more or less employee friendly than a State or State Relationship Exemption rule

• State Relationship Exemption

  • Has third highest priority but only when it fully and exclusively applies

  • Are defined for a state

  • Are based on EE relationship to Client. Currently only state of CA has this type of rule and it applies only to Live In Caregiver

  • If a State Relationship Exemption rule is present and an EE works in only that state and all of their emp svc accounts are Live In Caregiver this rule should be selected. If the EE works in another state or has emp svc accounts that they are not Live In Caregiver then a state rule would be selected

• State 

  • Has the lowest priority and is the fall back rule since every state in the US has to at least have a State rule that follows the federal 40 weekly OT Rule

  • Are defined for a state

Overtime Types

To get started it’s important to understand a few things about OT in the U.S. First and foremost 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 1.5 or 2 x their normal pay rate. Additionally there are several scenarios in which an Employee becomes eligible for OT pay. Below is a table listing the types of OT currently existing in the US: