Skip to main content

Overtime / Undertime Report

Track how much your team is over or under their expected hours each month, broken down by person.

Updated today

The Overtime / Undertime report answers one question: did a person log more or fewer hours than expected in a given month?

It's useful for spotting workload imbalances and understanding true labor costs. The data also feeds directly into overhead cost calculations, so finance teams will find it relevant beyond pure HR tracking.

To create one, go to Reports, open the + Report dropdown, and select Overtime / Undertime as the data source.

How It's Calculated

Capacity comes from each person's cost rate setup. Paid absence reduces the person's availability, so if someone takes three days off, they aren't expected to log a full month's hours.

  • Overtime: logged hours exceeded availability

  • Undertime: logged hours fell short of availability

πŸ“Œ Example: A person's monthly capacity is 160 hours. They take 8 hours of paid leave, so their availability is 152 hours. If they log 170 hours, they have 18 hours of overtime. If they log 140 hours, they have 12 hours of undertime.

πŸ‘‰ Read more about the topic in Capacity and Availability: Everything You Need to Know.

Available Fields

  • Person β€” The team member

  • Month β€” The reporting period

  • Capacity β€” Contractual hours they should work that month

  • Worked Hours β€” Hours actually logged

  • Paid Absence β€” Approved paid absence hours

  • Overtime Hours β€” Hours worked beyond availability

  • Undertime Hours β€” Hours short of availability

You can group and filter by person and month. All fields support custom formulas.

Who Appears in This Report

Not everyone shows up here. A person is included only if:

  • They have a fixed cost rate (weekly, bi-weekly, monthly, or annual) β€” hourly employees are not included

  • Their cost rate is active (not ended before the current month)

  • They are a real user, not a placeholder

πŸ“Œ If someone is missing, check that their cost rate is set to a fixed rate type and is currently active.

Access

To see data in this report, you need permission to view time entries. Two permission levels apply:

  • View time entries on budgets where user is a member β€” you'll see data only for people on budgets you have access to

  • View time entries for everyone β€” you'll see data across the whole organization

Example: Spotting Burnout Risk

Group the report by person and filter to the last 3 months. Look at the Overtime Hours column. If the same people are consistently over their capacity, it's a signal they're overloaded and may need workload redistribution.

Did this answer your question?