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
π 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.
π 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
π 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.



