Qualified Overtime Report
The Qualified Overtime Report provides a list of qualified overtime amounts for the date range specified when running the report. The qualified overtime listed for each employee in a combination of the following:
Position>Overtime Classification field is blank or set to Non-Exempt.
The payment Pay Type is set to Overtime or Blended Overtime.
If the Pay Type is set to Overtime or Blended Overtime and the FLSA value on the payment is blank or set to Included.
Core>Adjustments with the Type equaling W2 Overtime.
The qualified overtime listed on the report will be the amount printed on the employee’s W2 in Box 12 with the code of TT.
For more details regarding reporting overtime, see the Reporting Overtime Under the One Big Beautiful Bill Act (OBBBA) chapter in the Appendix.
Field Definitions
The Save and Recall option allows the report parameters to be saved using different report parameters. These report parameters can be given a name and then recalled and used in the future. The Default Save and Recall option is the SSDT (original) version of the report. The Most Recent option will recall the latest report parameters used when the report is generated. The Most Recent option is user specific. If a version of the report is no longer needed, in the drop down select the report name and click the X. This will remove the report from the drop down Save and Recall list. The Default report option cannot be deleted.
The Report Title default is Qualified Overtime Report. This can be changed by entering a different name in the Report Title field. *Required Field*
Select the appropriate Report Format from the drop down box. The valid options include:
PDF (download)
Comma Separated Value (CSV)
Excel-Data
The Sort By field offers the following choices:
Employee Name (default)
Employee Number
The Page Break on Employee field allows a page break to be inserted based on the Sort Option selected.
Mark the checkbox to page break by the selected Sort Option.
Unmark the checkbox to not page break by the selected Sort Option (default).
Enter a Start Date to begin the report calculations. This date would is the first pay date to begin calculating. *Required*
Enter an End Date to stop the report calculations. This date would is the last pay date to be begin calculating. *Required*
The Include Adjustment Journals field offers the following choices:
Mark the checkbox to include Core>Adjustments with the Type of W2 Overtime (default).
Unmark the checkbox to not include Core>Adjustment with the Type of W2 Overtime.
The Overtime Flag Option field offers the following choices:
All Overtime Amounts - Excluded, Included, and Adjustments (default).
Only Included Overtime Amounts - Includes Core>Adjustments with the Type of W2 Overtime if the Include Adjustment Journals checkbox is marked.
Only Excluded Overtime Amounts - Includes Core>Adjustments with the Type of W2 Overtime if the Include Adjustment Journals checkbox is marked.
The Select Employees field allows the report to be generated for specific employees. Leaving the field blank will, by default, select all employees. To select an employee, enter or select the employee in the Select Employee field and click Add.
Click on ‘Generate Report’ to create report
All Overtime Amounts Report Example:
Only Included Overtime Amounts Report Example:
Only Excluded Overtime Amounts Report Example: