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Bulk Overtime Allocation

Angelene Del Rosario avatar
Written by Angelene Del Rosario
Updated over 5 months ago

Managing overtime just got easier. The Bulk Overtime Allocation feature in BuildOps lets you apply daily or weekly overtime rules in bulk saving time and reducing errors when managing timesheets.

Bulk Overtime Allocation Setting

You’ll find this setting in:

Settings > Labor > Time Tracking > Bulk Overtime Allocation


Default state:

Setting Up Bulk Overtime Thresholds

You can configure daily or weekly overtime thresholds with just a few clicks:

  1. Enable Daily Allocation – Turn this on if you want to apply a daily overtime threshold.

  2. Set Daily Threshold – Confirm or adjust the number of hours for the daily limit (default is 8 hours).

  3. Enable Weekly Allocation – Turn this on if you want to apply a weekly overtime threshold.

  4. Set Weekly Threshold – Confirm or adjust the number of hours for the weekly limit (default is 40 hours).

  5. Select Payroll Hour Type – Choose which payroll hour type (e.g., OT) should apply once the threshold is exceeded.

If both Daily Allocation and Weekly Allocation are on, then you will see another toggle “Apply Threshold Separately: Applies daily and weekly overtime thresholds independently when allocating hours in bulk.”

Apply Thresholds Separately" Toggle

This setting is off by default.

  • Leave this off if employees are subject to both daily and weekly overtime rules.

  • Turn this on if some employees follow only weekly rules and others follow only daily rules.

Apply Overtime in Time Tracking

Once configured, you can apply overtime thresholds as a bulk action directly from the Time Tracking page for a specific day or the entire week.

How Bulk Overtime Works

  • Adds up hours based on payroll hour entries (not timestamps).

    • For each day, hours are counted against daily threshold

    • For each week, hours are counted against weekly threshold

  • Includes any unsaved changes in counting hours for the technician and pay period.

  • Excludes dismissed time in counting hours.

  • Applies thresholds based on either daily or weekly settings (see example below)

  • For non-approved and non-dismissed timesheets

    • Time before the threshold uses the first payroll hour type from Labor Settings > Payroll Hour Rates and Types.

    • Time after the threshold uses the payroll hour type defined in Bulk Overtime Allocation.

If “Apply Thresholds Separately” is OFF

Button

See Button If

What it does

Apply Overtime (week-level)

  • Daily Threshold set

  • Weekly Threshold set

  • ‘Apply Thresholds separately’ is off

Applies both daily and weekly thresholds to entire week (Examples below)

If “Apply Thresholds Separately” is ON

Every employee will have these buttons:

Button

See Button If

What it does

Apply Daily Overtime (day-level)

  • Daily overtime threshold is set

  • ‘Apply Thresholds separately’ is on

Applies the daily threshold to that specific day.

Apply Daily Overtime (week-level)

  • Daily overtime threshold is set

  • ‘Apply Thresholds separately’ is on

Applies the daily threshold to every day in that employee’s week.

Apply Weekly Overtime (week-level)

  • Weekly overtime threshold is set

  • ‘Apply Thresholds separately’ is on

Applies the weekly threshold across the entire week. Click the button at the week level to do this.

How Daily and Weekly Overtime Interact

Daily and weekly thresholds interact differently depending on the value of “Apply Threshold Separately”

Example:

  • Daily threshold: 8 hours

  • Weekly threshold: 40 hours

  • Overtime payroll hour type: OT

  • Default payroll hour type: RT

  • Hours worked

    • Monday - 9

    • Tuesday - 8 (17 total)

    • Wednesday - 10 (27 total)

    • Thursday - 10 (37 total)

    • Friday - 6 (43 total)

See table below for the different outcomes:

Day

Apply Thresholds Separately ON - Apply Each Day

Apply Thresholds Separately ON - Apply Week

Apply Thresholds Separately OFF

Monday

RT: 8, OT: 1

RT: 9

RT: 8, OT: 1

Tuesday

RT: 8

RT: 8

RT: 8

Wednesday

RT: 8, OT: 2

RT: 10

RT: 8, OT: 2

Thursday

RT: 8, OT: 2

RT: 10

RT: 8, OT: 2

Friday

RT: 6

RT: 3, OT: 3

RT: 3, OT 3

Totals for week

RT: 38, OT: 5

RT: 40, OT: 3

RT: 35, OT: 8

Helpful Tips for Using Bulk Overtime Allocation

  • Bulk actions work off unsaved changes – You can adjust hours first, then apply bulk actions without needing to save.

  • Changes aren’t auto-saved – It’s safe to test. Just reload the page to undo if needed.

  • Approve time entries first – This locks them and prevents accidental overrides during bulk updates.

  • Bulk actions apply only to the selected technician and pay period.

  • Use “Apply Thresholds Separately” only if employees follow either daily or weekly rules, not both at once.

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