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People template

Overtime request workflow template

Ask your manager before working overtime and confirm the hours actually worked for payroll.

3 steps 6 fields

Free for 14 days. No credit card. You can change every step and field.

How it runs, step by step

The process reads from top to bottom. Each step goes to its owner with a deadline, and everything that happens is recorded in the request's timeline.

  1. Request

    Whoever starts the request

    When and why you need to work overtime.

    Approval: The requester’s manager
    3 fields in the request form
    • Date * Date
    • Planned hours *Non-exempt employees earn 1.5x their regular rate for hours over 40 in a workweek. Number
    • Reason * Long text
  2. Hours worked

    The requester

    After the day, confirm how many hours you actually worked.

    2 fields
    • Hours worked * Number
    • Notes Long text
  3. Payroll

    A person or team you choose

    Send the approved hours to payroll.

    Due in 5 days (business time)
    1 field
    • Goes to *Paid as overtime, Comp time, where allowed Choice

Make it yours

  • Rename and reorder steps and add the fields your team actually needs. Totals and formulas are calculated as people type.
  • Choose who does each step: a person, a team, the requester's manager, or someone picked earlier in the form.
  • Set the approvals, including approval limits by amount, and let approvers decide straight from their email.
  • Add deadlines and reminders, counted in business hours if you want, and escalate late steps.

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Copy it into your workspace, invite the people involved by email, and send the first request today. One plan with every feature, from $49 a month for 5 users.

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