Overtime and Capacity Rules 
Use
The system uses the overtime and capacity limit profiles you create for an employee to validate the resource’s overtime or capacity when you create or change assignments.
Integration
You define Overtime Limit Profiles and Capacity Limit Profiles for employees (the paths to the activities are listed below). The system performs assignment checks for overtime or capacity limits when you create or change assignments. Depending upon the assignment checks, you might see warning messages indicating the error condition (see Messages).
The BAdI WFD Resource Profile provides methods to retrieve a resource's overtime and capacity limit profiles, either from the profiles defined in the IMG, as mentioned above; or from a different source, such as a company’s own table of overtime rules.
When you create or change employee attributes through Maintain Employees, the system calls WFD Resource Profile to get the suitable overtime and capacity profiles for the employee, and makes the association (of profiles to resource) in WFD Server. For example, you can implement the WFD Resource Profile BAdI with logic to associate specific profiles with specific employees based on an employee’s region other attribute.
Prerequisites
You have set the configuration information for the following activities used within overtime processing:
· SAP IMG ® Customer Relationship Management ® Workforce Deployment ® WFD Server ® Business Settings for WFD Server ® Resource Settings ® Define Time Allocations to Exclude from Overtime Calculation
· SAP IMG ® Customer Relationship Management ® Workforce Deployment ® WFD Server ® Business Settings for WFD Server ® Resource Settings ®SAP IMG ® Customer Relationship Management ® WFD Server ® Business Settings for WFD Server ® Resource Settings ®Define Overtime Limit Profile
· SAP IMG ® Customer Relationship Management ® Workforce Deployment ® WFD Server ® Business Settings for WFD Server ® Resource Settings ® Define Capacity Limit Profile
· SAP IMG ® Customer Relationship Management ® Workforce Deployment ® WFD Server ® Business Settings for WFD Server ® Resource Settings ®Business Add-Ins (BAdIs) ® Business Add-In: WFD Resource Profile
Features
Through IMG activities, you:
· Define overtime and capacity limits.
· Associate overtime and capacity limits with a resource.
· Define how much overtime is allowed before an assignment check for overtime should trigger a warning message.
For overtime calculations (which occurs during assignment checks), you can specify certain time allocation types to be excluded (ignored). For example, if you don’t want time allocations for administration or in-house training to count towards or contribute to overtime, you can specify them.
You can also define planned and booked capacity thresholds beyond which assignment checks should trigger a warning message.
The overtime rules are based on thresholds based on the day and the time. A resource can have several overtime limits but only one for each reference period. When there are several OT limits (for example: by day, by week, by month, by year), only one warning is triggered if any of the limits is exceeded.
In general, the system calculates the overtime percentage as follows:
OT % = (booked or assigned time) – (available or working time) / (booked or assigned time) as a percentage
Example
For a given week the overtime percentage limit is set to 4% and:
· The available or working time) = 40 hours
· The booked or assigned time = 42 hours
· The overtime percentage then = (42 – 40) / 42 = 4.76%
If the overtime limit for this week is set to:
· 10% the system does not generate a warning about exceeding the overtime limit as the overtime percentage is below the limit.
· 4%, the system generates a warning when saving the assignment about exceeding the overtime limit.
A resource can have several overtime limits but only one for each reference period. For example, resource can have the following limits assigned:
· 10% OT per day, 12% OT per month
· 10% OT per week
· No OT limit defined