Timesheet calculations: hourly rate workers
When a worker on an hourly engagement submits a timesheet, Beeline Professional calculates the total amount due based on the rates configured on their engagement. Rate structures are defined in Settings and applied to engagements, where the amount or formula can be configured for that specific engagement. Each rate has a name, a calculation method, and an invoice mapping that determines how it appears on the timesheet and invoice.
How rates are calculated
Each rate on an hourly engagement is configured as either a static or formula rate.
-
A static rate is a fixed amount per hour. For example, a rate named "Bill Rate" may be set to $100.00/hr. The total for that rate is calculated by multiplying the static amount by the number of hours submitted.
-
A formula rate is calculated as a multiplier of another rate. For example, an overtime rate may be configured as 1.5 x Bill Rate. If the Bill Rate is $100.00/hr, the overtime rate would calculate to $150.00/hr.
Rate names are defined by your organization, so the names you see on a timesheet will reflect your program’s configuration.
What you see when approving
When you open a timesheet in the Time & Expenses hub, the summary panel displays the timesheet period, status, total hours, and total amount. Expanding each day shows a breakdown of the hours submitted and the rate applied, along with the calculated amount for that entry.
A worker may submit multiple time codes in a single day or week. For example, a worker who submits 9 hours on a Friday where only 4 hours fall under regular time and the remaining 5 hours fall under overtime will appear as two separate lines for that day, one for each time code, each calculated at its respective rate.
The total shown on the timesheet is the sum of all submitted lines, each calculated at its respective rate.
If a timesheet amount looks higher than expected, check whether the worker submitted overtime hours in addition to their regular time, as these are calculated at a higher rate.
How time codes are allocated
The time code applied to each entry determines which rate is used in the calculation. Time codes are allocated one of two ways:
-
Worker-selected: The worker chooses the appropriate time code when submitting their hours.
-
Timesheet rules: If your program uses timesheet rules, workers submit their hours under a general time code such as "Hours Worked" and the system automatically allocates the appropriate time codes based on rules defined by your organization. For example, a rule named "Weekly OT over 40hrs" may automatically allocate hours beyond 40 per week to an overtime time code.
When a timesheet rule has been applied to an entry, a question mark icon appears next to the time code. Selecting the icon displays the rule details, including the rule name, the input the worker provided, and the output the rule calculated.
For more information about timesheet rules, see About timesheet rules and Building timesheet rules.
For information on how different timesheet amounts are rounded, see About rounding.