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Version 1.0
Created: 15 July 2024
Updated: 15 July 2024

Overtime Management

Overtime Management tracks employee overtime claims, including the date, time, user, customer, notes, category, description, and start/end times. It ensures accurate recording and monitoring of overtime hours for compensation and compliance.

Navigate to the section by clicking it.

  1. At the desktop site navigation bar, go to HR Suite > Overtime Management.
    Open Overtime Management Here: https://system.caction.com/claim/overtime

    Overtime Management Step 1

    *Note: You must have access to HR Suite menu to perform this action. Please request permission or help from your admin if you do not have access to the menu.



Default Columns

  1. Click “Default Columns”.

    Overtime Management Default Column Step 1

  2. Click “+ Create”.

    Overtime Management Default Column Step 2

  3. Select the columns you want to display.

    Overtime Management Default Column Step 3

  4. Click on the “Save” button.

    Overtime Management Default Column Step 4

  5. The customize columns will be displayed as below and you can apply it next time.

    Overtime Management Default Column Step 5



Filter

  1. Click “Search” to filter the list.

    Overtime Management Filter Step 1

  2. Click on the filter group you want.

    Overtime Management Filter Step 2

  3. Click on the “Filter Value” you want.

    Overtime Management Filter Step 3

  4. Click “Done”.

    Overtime Management Filter Step 4

  5. The list with filter will be shown as below.

    Overtime Management Filter Step 5



Favourite Filter

  1. Click on “Favourite Filter”.

    Overtime Management Favourite Filter Step 1

  2. Click “+ Add”.

Overtime Management Favourite Filter Step 2

  1. Enter the name of the favourite filter.

    Overtime Management Favourite Filter Step 3

  2. Click on the “Save” button.

    Overtime Management Favourite Filter Step 4

  3. The favourite filter has been saved successfully.

    Overtime Management Favourite Filter Step 5



Default Filter

  1. Click on “Favourite Filter”.

    Overtime Management Default Filter Step 1

  2. Click “Default Filter”.

    Overtime Management Default Filter Step 2

  3. Select the favourite filter you want to set as default filter.

    Overtime Management Default Filter Step 3

  4. The default filter has been saved successfully.

    Overtime Management Default Filter Step 4



Clear All Filter

  1. Click “Clear All” to remove the filter applied.

    Overtime Management Clear Filter Step 1



Change Claim Status

  1. Scroll the list to “Status” and click on the status of the overtime claim you want to take action.

    Overtime Management Change Claim Step 1

  2. Click on the status you want for the overtime claim.

    Overtime Management Change Claim Step 2

  3. Click “Save 1 selected”.

    Overtime Management Change Claim Step 3

  4. Click on the “Submit” button to update the claims.

    Overtime Management Change Claim Step 4

  5. Your changes have been saved successfully when this prompt appears.

    Overtime Management Change Claim Step 5

  6. To select more than one claim to update, tick the boxes on the left of the claims that you would like to update the status of.

    Overtime Management Change Claim Step 6

  7. Click “Update All Status”.

    Overtime Management Change Claim Step 7

  8. Choose the status that you would like to update the selected claim(s) to.

    Overtime Management Change Claim Step 8

  9. Click “Save X selected”.

    Overtime Management Change Claim Step 9

  10. Click on the “Submit” button.

    Overtime Management Change Claim Step 10

  11. Your changes have been saved successfully when this prompt appears.

    Overtime Management Change Claim Step 11



Refresh

  1. Click “Refresh” icon to get the latest information on overtime claims.

    Overtime Management Refresh Step 1



Export

  1. Click “Export” icon to download the overtime claims list.

    Overtime Management Export Step 1




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