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How to Configure Roster and Period Overtime

Roster (period) overtime rules calculate overtime based on total hours worked across an entire payroll period, rather than a single day. This is used when an award defines overtime as hours exceeding a weekly or fortnightly threshold.

Where to Find It
  1. Go to Settings > Payroll Rules and scroll to the Pay Rules and Calculations section.
  2. Select or create an award, then open the Rules step (Step 4).
  3. Select the relevant Employment Type.
  4. Expand the Roster Overtime accordion.

Rule Types Available

1. Roster Overtime

Overtime based on total hours worked in a payroll period exceeding the configured threshold.

How to set it up:

  • Click Add Rule under the Roster Overtime header.
  • Applicable Days — tick the days (Sunday–Saturday) that contribute to the period overtime calculation.
  • Conditions — define tiered overtime rates:
    • "[rate]% of the ordinary hourly rate for the first [X] hour(s)"
    • Additional tiers for progressive rates
    • Final tier: "[rate]% of the ordinary hourly rate thereafter"
    • Click Add Condition to add more tiers.
  • Enter the Clause, Rule Title, and use the Enabled toggle.

Note: The overtime threshold for the period is set in the Payroll Configuration step under Payroll Period Overtime Threshold.

2. Public Holiday Roster Overtime

Overtime rate rules that apply specifically to roster overtime accumulated on public holidays.

How to set it up:

  • Click Add Rule.
  • Conditions — define tiered overtime rates (same format as standard roster overtime).
  • No day selection needed.
  • Enter the Clause, Rule Title, and use the Enabled toggle.

3. Roster Overtime Distribution

Distributes roster overtime from the end of the week, applying per-day thresholds.

How to set it up:

  • Click Add Rule under the Roster Overtime Distribution header.
  • Applicable Days — all seven days are automatically selected (mandatory). For each day, enter Daily Ordinary Hours — the per-day threshold for distributing overtime.
  • Conditions — define tiered overtime rates.
  • Enter the Clause, Rule Title, and use the Enabled toggle.

4. Harvest Period Daily Overtime

Specialized overtime rules for harvest seasons with different daily and weekly overtime limits.

How to set it up:

  • This rule type is only available for awards that support harvest period rules.
  • Configure a table with:
    • Harvest Period — start and end dates (DD/MM format)
    • Day — select the day of the week
    • Day OT Limit — daily overtime limit in hours
    • Week OT Limit — weekly overtime limit in hours
    • Lower OT Rate — the lower overtime rate percentage
    • Higher OT Rate — the higher overtime rate percentage

How Period Overtime Works
  1. The system totals all hours worked in a payroll period.
  2. Hours exceeding the Overtime Threshold (from Payroll Configuration) are classified as roster overtime.
  3. The Conditions tiers determine the overtime rate applied to those excess hours.

Example: With a 38-hour weekly threshold:

  • Hours 1–38: ordinary rate
  • Hours 39–40: 150% (first 2 hours of OT)
  • Hours 41+: 200% (thereafter)

Managing Rules
  • Enable/disable the entire group — use the toggle on the Roster Overtime accordion header.
  • Remove a rule — click the remove icon in the clause section.
  • Add tiers — use Add Condition for progressive rate structures.

Tips
  • Set your overtime threshold first in the Payroll Configuration step before configuring roster overtime rules.
  • Roster overtime distribution is useful when your award requires overtime to be allocated back to specific days in the period.
  • Harvest period rules are specialised — only enable them if your award specifically includes seasonal overtime provisions.

Related Topics
  • How to Set Up Payroll Configuration — set the period overtime threshold
  • How to Configure Daily Overtime Rules — per-day overtime rules
  • How to Configure Minimum Overtime Rules — guarantee minimum overtime hours