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
Log in to DCI with your personal profile
Select Settings from the Main Menu
Select Payroll from the Submenu
Select Overtime Settings from the flyout menu to view all Overtime Settings
You can narrow down your overtime setting view by using the search options. Search options include:
Select Rule Type - Select either Funding Source, State, or State Relationship
Search by Funding Source Name
Search by State
A dropdown menu will appear. Select an option from the menu
Click the blue Search button, and the results will appear
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:
Name | Description |
Weekly OT | Achieved when an Employees exceeds a defined # of hours in a pay week |
Daily OT | Achieved when an Employee exceeds a defined # of hours in a calendar day. Some states (eg CA) have two limits |
24hr Period OT | Achieved when an Employee exceeds a defined # of consecutive hours in a 24hr period |
7 Consecutive Day OT | Achieved when an Employee works 7 consecutive days |
Domestic Worker OT | Achieved when an Employee designated as a domestic worker doesn’t get at least one 24hr period of rest (day off) in a pay week |