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Help Topic: Setup Timesheet Task Rollover


Setup Timesheet Rollover

*If you have overtime rates and you would like your regular hours to rollover into those overtime rates, you can do so by setting up timesheet rollover.

1. Click Into a Project/Assignment 

  • Select Tasks & Activities 

2. Click Into 'Regular Hours' 

3. Add Timesheet Rollover

  • Select 'Overtime' under Roll Surplus To Task

  • You can either choose 'Daily Threshold' or 'Weekly Threshold', but you cannot choose both
  • Daily Threshold: Choose this if you want any time over 8 hours logged into Regular Hours to carry into Overtime
  • Weekly Threshold: Choose this if you want any time over 40 hours logged into Regular Hours to carry into Overtime
  • For this example, we will choose Daily Threshold. Make sure to hit Save before leaving the Tasks & Activities screen