Set up, change, or delete an overtime alert in QuickBooks Time

Notes:

• You must be the administrator of your QuickBooks Time account to set up, change, or delete overtime alerts
• Everybody is allowed one weekly and one daily alert. If you create any new alerts that interfere with older ones, the new ones will override the old.
• When you enter the number of hours, the number will be rounded to the nearest whole number (ex. 37.5 = 38; 37.1 = 37).
• If you haven't set an alternate week start day, the alerts 'assume' that the first day of the week is Sunday.
• The authority chain goes as follows: Team Member > Group > Company
  • This means that if you apply an alert to a company, and then a conflicting alert to a group in that company, the group will follow the alert you set for them while the rest of the company follows the company-wide alert. Same goes for an individual team member with an alert that conflicts with the alerts set for their group or company.

Set up overtime alerts

1. In the left menu, go to Feature Add-ons > Manage Add-ons.
2. Scroll down to Overtime Alerts, then select Install.
3. Set up alerts by doing one of the following:
   • On the Sample Alerts pop-up, if you want to use the listed scenarios, select Click here to set these sample alerts up for your account, and then Done.
   • To close the Sample Alerts pop-up, select the X, then Add Alert Rule, make your selections, and select Save > Done.

• Alert selections are as follows:
  • Who the rule applies to (company, group, or team member)
  • How many hours and minutes need to be met and exceeded either per day or per week (e.g., 38 hours per week)
  • How many alerts should be sent out and the frequency at which they are sent (e.g., 3 alerts, 1 every hour)
  • How and to whom the alerts are delivered (e.g., to managers and team members via text message)

Change an overtime alert

1. In the left menu, go to Feature Add-ons.
2. Select Overtime Alerts.
3. Select an alert rule, make the changes, select Save > Done.

Delete an overtime alert

1. In the left menu, go to Feature Add-ons.
2. Select Overtime Alerts.
3. To the right of the alert rule you want to delete, select the red X.
4. Close the Sample Alerts pop-up, and select Done.