ServiceBox allows you to set up and manage various overtime types for accurate tracking and payroll calculations. Follow these steps to enable and configure overtime types in ServiceBox.
Enable Overtime Types in Features
- Navigate to Settings: Click on the arrow next to your username in the top-right corner and select Settings from the dropdown menu.
- Access the Features Tab:
- In the Settings page, go to the Plan tab.
- Click on Features to open a list of options.
- Enable Overtime Types:
- Scroll down to the Timesheet Features section.
- Check the box for Overtime Types to activate this feature.
- Click Save to apply the changes.
Set Up Overtime Types
- Go to Timesheet Settings: Once overtime types are enabled, navigate to Settings > Timesheet.
- Select the Overtime Types Tab:
- Under the Timesheet tab, click on Overtime Types.
- Here, you can set up different types of overtime rates that will appear in timesheets.
- Add New Overtime Types:
- In the Description field, enter the name for each overtime type (e.g., "Time and a Half," "Double Time," etc.).
- Default Cost: Enter the cost per unit for this type of overtime (e.g., $69 for Time and a Half).
- Click the green checkmark to save each new overtime type.
- Reorder Overtime Types: Use the Reorder list button to organize the order of overtime types if necessary.
Assign Overtime on Work Orders
Once you have configured your overtime types, you can apply them directly to employee hours on work orders.
- Access the Work Order: Open the desired work order where you want to log overtime hours.
- Go to the Labour Section:
- Select the T & M (Time and Materials) tab in the work order.
- In the Labour section, add or edit hours for an employee.
- Apply Overtime:
- In the OT column, select "Yes" to indicate overtime.
- Choose the specific OT Type (e.g., "Time and a Half") from the dropdown menu.
- Save Changes: Ensure the hours and overtime type are saved for accurate payroll calculation.
Review Overtime in Timesheets
After assigning overtime types, employees can review their logged hours and associated overtime in their timesheets.
- Open the Timesheet:
- Navigate to Timesheets in the main menu.
- Select the employee's timesheet for the period.
- Verify Overtime Hours:
- In the timesheet, each logged entry shows the OT Type and the number of overtime hours.
- At the bottom, the total for each overtime type is displayed (e.g., Regular Hours, Time and a Half, Double Time).
Using Overtime Types in Job Costing
Overtime types can be effectively utilized in job costing within ServiceBox to ensure accurate financial tracking and analysis. By defining specific overtime types for each labor item, businesses can allocate costs associated with overtime work precisely. This feature provides a detailed breakdown of labor expenses, distinguishing between standard and overtime rates. When technicians log their hours, they select the appropriate overtime type, and the system automatically calculates overtime pay. This advanced feature gives a comprehensive view of job profitability, supporting informed financial decisions.
Summary
Configuring and using Overtime Types in ServiceBox helps track accurate labor costs and simplifies payroll calculations. Follow these steps to set up overtime types, apply them in work orders, and review overtime totals in timesheets for streamlined workforce management. Using overtime types in job costing also enables detailed financial tracking, enhancing profitability analysis for each job.
Please feel free to reach out to support@jobboxsoft.com if you have any further questions.