How OT Allocation Tables determine charges

 

The OT Allocation tables (Single, Double-First, Double-Last, and Triple) allow the system to be customized for each unique set of union rules. Through these tables, the system calculates the correct charges based on the hours offered for any overtime assignment.

 

The system starts this process by determining whether an overtime assignment being offered is adjacent to a shift that the employee is already scheduled to work. The adjacent shift could either be another overtime assignment previously scheduled or the employee's regularly scheduled shift (or Normal Shift).

 

The system determines the actual charges as follows:

  1. If the overtime assignment is NOT adjacent to a shift that the employee is scheduled to work, then the system takes the charges from the Single Shift OT Allocation table from the columns marked as "Standalone (no adjacencies)". The system skips from here to Step #5 below.

  2. If the overtime assignment is adjacent to a shift that the employee is scheduled to work, then the system checks to determine whether that adjacent shift is an overtime assignment or a normal shift.

  3. If the adjacent shift is a normal (regularly scheduled) shift, then the system takes the charges from the Single Shift OT Allocation table from the columns marked as "Adjacent to Normal Shift".

  4. If the adjacent shift is an overtime assignment, then the system checks whether the "overtime offering" is BEFORE or AFTER the overtime assignment that has already been entered for this employee.  If the "overtime offering" is BEFORE the existing overtime assignment, the system takes the charges from the Double Shift OT Allocation - PRIOR (no Codes) table.  If the "overtime offering" is AFTER the existing overtime assignment, the system takes the charges from the Double Shift OT Allocation - AFTER (no Codes) table.  Note that this assumes that a matching table entry was found by the system.

  5. Now the system checks the Triple Shift OT Allocation (with codes) table for an entry that matches both the template entries (for the prior 2 shifts and the current shift) and the charges for the prior 2 shifts along with the hours being offered for the current shift. If a matching table entry is found, then the system takes the charges from the Triple Shift OT Allocation table (i.e. these charges override any charges from Steps #1 thru #4 above).  Whether or not a matching entry is found, the process continues on to the next step (Step #6).

  6. The system checks the Double Shift OT Allocation - AFTER (with Codes) table for an entry that matches the Generic Time Scheduling codes for both the prior and current shifts AND the template entries for the prior and current shifts AND the charges for the prior shift along with the hours being offered for the current shift. If a matching table entry is found, then the system takes the charges from the Double Shift Allocation with Codes - Last table and the process is complete at this point.  If NO matching entry is found, the processing continues on to Step #7.

  7. The system checks the Double Shift OT Allocation - PRIOR (with Codes) table for an entry that matches the Generic Time Scheduling codes for both the current and following shifts AND the template entries for the current and the following shifts AND the hours offered for the current shift along with the charges already entered for the following shift. If a matching table entry is found, then the system takes the charges from the Double Shift Allocation with Codes - First table and the process is complete at this point.

IMPORTANT:  The charges returned from these tables after Steps #1 thru #4 have completed are the "default" charges UNLESS any matching records are found in Steps #5 thru #7 that would override the "default" charges.