Staff Admin
All per-staff configuration that affects overtime reporting. Three tabs in one page.
Manager-only. None of these settings affect My Metrics, Team Metrics, or Time Entries — they only change the overtime calculation.
Tab 1 — Overtime tracking
A two-column move-between widget. Left = "Tracked"; right = "Not tracked". Pick names on either side and press the move buttons.
- Tracked staff show up in Team Overtime and can see their own My Overtime page.
- Turning a staff member off freezes their balance at the current
date (the timestamp is recorded as
disabled_at). - Re-enabling resumes accumulation from the current date forward.
Tab 2 — FTE history
A timeline of FTE % changes per staff member. WorkflowMax stores only the current FTE — without history entries, the overtime calc would apply today's FTE to every historical month.
When to add entries: a staff member's FTE % changed during their time at copebit. Example for David: 60 % → 80 % → 100 % across several years.
Resolution rule: for any historical month, the FTE entry with
the greatest effective_from ≤ first day of that month applies.
Months before the earliest entry use the earliest entry's FTE.
Staff with no entries fall back to today's WFM FTE.
Mid-month changes are anchored on the 1st: an entry effective
2024-06-15 applies starting July.
Tab 3 — Adjustments
Two kinds of manual balance adjustments for overtime reporting only.
Base
A closing balance at the end of a chosen month. Adding a base of e.g. Dec 2025, 56.10 h tells the overtime calc that the year-end 2025 balance is 56.10 h. December 2025 and everything before are then ignored for overtime reporting only. January 2026 opens at 56.10 h.
Use it when:
- A staff member joined with a saldo carried over from a previous time-tracking tool.
- You want to reset the overtime calc to a known value at a chosen month-end.
The base is restricted to end-of-month dates (Year + Month selectboxes in the form). The latest base whose date is on or before today wins.
Correction
An add-or-subtract applied on a specific date. The correction is landed at the end of its effective month, after that month's diff.
Use it for:
- Overtime payouts — enter the paid-out hours as a negative value so the balance drops.
- Contract changes — a one-off bump (positive or negative).
- Reconciliation — any deviation from a prior tool or a missed entry can be levelled here.
Multiple corrections in the same month sum up. Corrections in months a Base already covers are ignored — the Base supersedes them.
Both Base and Correction only affect the overtime running balance. Your WFM timesheet data is untouched. My Metrics, Team Metrics, Time Entries, and every other report keep using the full history.