This feature allows for overtime to be authorized ahead of time. Once enabled from System Configuration, the Pre-Authorization window is accessed from the Action menu.
The window is similar to the Day Schedule, presenting all employees selected in the list. To apply pre-authorized overtime, select the amount of OT to be applied from the bottom drop-down list (shortcuts can be created in the same manner as in the Day Schedule – see next section of this manual), and then click on the day the employee should be allowed to earn OT. When working with a selected authorization, right-clicking on a person will allow copying of their schedule.
In the below screenshot an employee has been pre-authorized for two hours of OT on Monday and Tuesday (already saved and so shaded green), three hours on Thursday and Friday (not yet saved and so shaded cyan). The employee will still need to clock for Thursday and Friday hours before earning them. Also note that this is not pre-approved OT, it’s pre-authorized OT – the day program the employee is on must be one that issues unauthorized OT.
Different authorization categories can be selected from the drop-down menu currently showing Any. The Show All Pre-Authorizations toggle button will show all categories. If a reason needs to be applied to each pre-authorization, the reason should be selected or added prior to the pre-authorizing actions. To view applied reasons, place a check in Show Reasons. Reasons here work similarly to the Overtime Authorization screen.
Above the employee has been pre-authorized for two hours on Monday 06 June.