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Employee Overtime Spreadsheet – Summary

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The summary Employee Overtime Spreadsheet is a summary of your employees’ work hours at different wage rates. It shows the total number of hours each employee worked at each wage rate during the date range of the report. There are several wage rates you can set up, including the following:

  • Regular
  • Daily overtime
  • Double overtime
  • Sunday hours (regular, overtime, and double overtime)
  • Holiday hours (regular, overtime, and double overtime)
  • Sunday/Holiday hours (regular, overtime, and double overtime)
  • Weekly overtime

On the summary version of this report, you receive a line for each employee with the total hours worked at each wage rate during the date range. For example, if the report were run for a pay period, this line would give you total hours for the pay period at each wage rate. The last line includes grand totals for all reported employees.

Printing the Report

Use the following steps to set up and print a summary Employee Overtime Spreadsheet:

  1. On the Main Menu, select Lubrication Menu.
  2. Select Employee Menu (5).
  3. Select Employee Reports Menu (2).
  4. Select Employee Overtime Spreadsheet (7) to receive the Employee Overtime Spreadsheet Report Control Screen.
  5. Use the following field definitions to create a spreadsheet according to your needs. These definitions will help you decide how to fill in the low and high parameters on this screen.
Field Definition
Range of Dates Fill in the beginning and ending dates in the range you want to include on your report. Leave blank to print information from the present pay period through the current day.
Employee ID Employee ID or range of employee IDs that you want printed. Leave blank to print all employees.
Print Time on Report Printing the time helps you identify the most current report when the same report is printed more than once during a day. This field defaults to Y to print the time on the report. If you do not want the time to print on a report, type N. We recommend that you always print the time on a report.
Summary Only This field appears for reports with both detailed and summary versions. Enter Y to print the detailed report. We recommend printing a summary report under normal conditions..
Duplex This field appears for terminals that have report type 2 enabled in the Set Up Printer Controls screen. Duplex mode enables printing on both sides of the paper.

Note: This will only function on printers that support Duplex mode.
Landscape This field appears for terminals that have report type 2 enabled in the Set Up Printer Controls screen. It prints horizontally on the paper.
Number of Printed Lines per Page This value tells the computer how many lines to print on each page of the report. A typical 11-inch page can contain up to 66 lines, but this field defaults to 60 to allow three-line margins at the top and bottom of the page.

If you type 0 (zero) in this field, the report header does not print and the form feeds do not work.
Total Number of Lines per Page This field indicates the length of the paper in the printer. A typical 11-inch page contains 66 lines. Your system interprets a 0 or 66 in this field to mean that standard 11-inch paper is loaded in the printer. Because a 66 causes a form feed to take more time, accepting the default, 0, is recommended.
Print Report To This field tells the computer where to send the report. The following list contains the different selections available for this field.

  • 0 Printer – Sends report to the terminal’s default report printer immediately. (Default)
  • 1 Screen – Provides an on-screen view of a report. This can be used as a preview before you print it or when a hard copy of the report is not needed. The function keys at the bottom of the on-screen version allow you to move around to view the entire report.
  • 2 Disk file – Useful when you want an electronic copy of the report. If you select this option, you receive a prompt to enter the name of the report file. The file that is created can be copied to a USB drive or viewed later. This option is for advanced computer users.
    • If you use this option, we suggest you precede your report name with /tmp/. For example, at the prompt to enter the report name for a customer list, you might type /tmp/custlist. This is a good storage directory for temporary files.
Command Line Options The line at the bottom of the screen contains commands to print the report and to save or change the report settings.

  • Save – Press [F4] to save the current settings for the report. This is useful if a report is generated repeatedly with the same options. Do not save date selections because they may not be useful in the future.
  • Start – Press [F7] to submit the report to print on the printer, on the screen, or in a disk file. (Reports print in the order they are submitted.)
  • Again – Press [F9] to return to the top of the screen. This allows you to change any of the information you have entered on the screen before you submit the report.
  1. Press [F7] to start the Employee Overtime Spreadsheet. When the processing is complete, you return to the Employee Reports menu.
Note: In order for your system to calculate overtime hours, you must have overtime rates and daily/weekly limits set up on screen 3 of the Center Control File (1-6-1-1). In addition, you must have a Y in the Include OT on Reports field.

You can also set up this report on the Set Up Closing Processes screen (1-6-3) to print during closing processes. We recommend you enter a P code in order to create a report for the payroll period during a payroll period closing. You can enter a D code for a daily report, but keep in mind that if you print the report for a month (M code), the information may not be as useful to you as the information contained in a payroll period report.

Report Contents

Callout Item Description
1 Date Range Range of dates for the report information.
2 Employee ID number of the employee.
3 Regular Regular hours worked.
4 Over Time Hours worked at overtime wage rate.
5 Double OT Hours worked at double overtime wage rate.
6 Sunday Hours worked on a Sunday at regular, overtime, and double overtime wage rates.
7 Holiday  Hours worked on a holiday at regular, overtime, and double overtime wage rates.
8 Sunday/Holiday Hours worked on a Sunday holiday at regular, overtime, and double overtime wage rates.
9  Week  Hours worked at overtime rate if overtime is calculated on a weekly basis.
10  Total  Total of employee hours for the date range.
11  Total  Totals in each column for the entire report. The total number of work hours reported for all employees is shown in the Total column.

Recommendations for Using This Report

The Employee Overtime Spreadsheet is used to keep track of overtime hours worked by employees. You may use it during payroll processing to help calculate employee earnings. The summary report is usually used for this task. The detailed report shows the daily breakdown of overtime hours and can be printed for further information.

The best time to run this report is at the payroll close. Set this report up to print automatically each pay period. Keep it with your other timesheet records.

Note:   If a report is run for a day while employees are still clocked in, the information will be incomplete and a later report may show additional hours. Hours can also be changed through the Edit Employee Timesheet (1-5-4) function. To see if this has been done, run an Employee Timesheet Audit Report (1-5-2-6).

Beyond the Basics

To find employee wage and commission information, use the Employee Earnings Report (1-5-2-4). The overtime hours should be the same on both reports.

More Information About Overtime Calculation

LubeSoft has been enhanced to calculate overtime hours, wages, and labor for your employees. These calculations are used on reports and for labor percentages.

In order for LubeSoft to know how to calculate overtime hours, wages, and labor, you have to specify the rates at which you pay your employees for regular overtime hours, extended overtime hours, Sunday hours, and holiday hours. You need to set up the values for these pay schedules and turn on the overtime option for your store. For detailed information on setting up overtime, see the article Setting Up the Center Control File.