How to Set Up an Automatic Report for Employees Exceeding Monthly Hours

This guide explains how to set up an automatic monthly email alert about employees who exceed a set number of overtime hours.

  1. Go to Alerts and click "Create new alert".
  2. On the alert settings screen, give it a name (for internal use) and choose which employees to receive the alert for. It is recommended to check "Receive alerts for all users" - this means the alert will be sent to the managers you set up in the next step whenever any employee in the company exceeds the hours you define.
  3. In the next field, set which managers should receive the alert for all employees (you can choose more than one manager).
  4. Under "Monthly summary", check the following settings: this configuration sends the email once a month, covering the previous month, on the 1st of the month at 13:30, listing all employees who exceeded 30 hours above their standard hours as defined in their work agreement.
  5. Click Save when done.
Create Alert form with monthly summary overtime settings

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