Skip to main content

How to mark a shift as overtime (create new or update existing)

Use this guide to create a new overtime shift or mark an existing shift as overtime from the Rota screen.

Sarah Murray avatar
Written by Sarah Murray
Updated over a week ago

Before you start

  • Access is permissions-based. If you can’t add or edit shifts, ask a Company Admin.
    ​
    ​

Create a new overtime shift

  1. Open Rota
    Go to Rota from the main navigation.

2. Filter Calendar View
Filter by Date, Location, or Job Type to locate the shift you want to mark as overtime.
​
​

3. Pick employee & date
Scroll to the employee, hover over the + on the target date, and select Add Shift.
​
​

4. Mark as overtime
​

  • Tick Is Overtime.
    ​

  • Select an Overtime Type from the dropdown.
    ​

    • This list appears only when Payroll Categories are configured; options come from those categories.
      ​
      ​

5. Save
Click Create & Publish (green). The shift is now marked as overtime.

To remove overtime, reopen the shift menu, untick Is Overtime, and save.

Mark an existing shift as overtime

  1. Find the shift
    In Rota, locate the shift you want to update.
    ​
    ​

  2. Open editor
    Click the shift cell to open the edit modal.
    ​
    ​

  3. Mark as overtime
    ​
    ​

  • Tick Is Overtime.
    ​

  • Select an Overtime Type from the dropdown.
    ​
    ​

4. Save
Click Save Changes (green).

Tips

  • Use filters first to avoid editing the wrong shift, especially in Week or 5-Week views.
    ​
    ​

  • Default overtime type - If one overtime type is used most often, set it as your default. You can override the type when editing individual shift details.
    ​
    ​

Troubleshooting

  • Can’t see Overtime Type: Your account may not have Payroll Categories enabled; contact a Company Admin.
    ​
    ​

  • Need help? Click the chat button in the bottom-right corner of the screen to contact our support team.

Did this answer your question?