Managing Shift Differentials in BambooHR

Does BambooHR support shift differentials?

Purpose: We understand that many businesses operate beyond the typical Monday-Friday. This help guide will show BambooHR admins how to set up, track, and pay their employees shift differential pay rates based on when they work.



If you're a BambooHR Payrol customer, make sure to check out this help guide to learn more about how shift differentials function in a payroll run!


Shift Differentials in BambooHR

Shift Differential hours will be automatically calculated with BambooHR Time Tracking or can be manually added by customers using the Hours Importer, Hours API, or via direct edit in Payroll. If you're using BambooHR Payroll, shift differentials will be applied to the employee's base or project/task pay rate.

1. Add Shift Differential: Click this button to add a new shift differential to your account.

2. Name: This column lists the name of the shift differential. Please keep in mind that all names must be unique and can be up to 50 characters.

3. Schedule: This column shows the days and times that were selected in the differential setup.

4. Employees: This column shows the number of employees assigned to this differential. If you click on the number, a popup will tell you who is in the differential.

5. Rate: This column shows the percentage or dollar amount that the employees will earn by working this shift.

6. Archive: The Archive button allows you to file away shift differentials if they are not in use. If the differential is unarchived, the same employees will be assigned this differential. If those employees have been assigned to a conflicting differential, you'll have a chance to remedy this before restoring the archived differential.

7. Delete: This removes the differential from the shift differential settings. However, any data relating to this differential will still be available on the employee's timesheet and in the following reports: Payroll Hours Input, Wages & Hours, Payroll Register, Payroll Register with Hours, and Complete Summary. If you delete a differential, we recommend changing the name before deleting (i.e. Overnight - DELETE), as you will not be able to set up a new differential with the same name as a deleted differential in the future. 

Set up Shift Differentials in BambooHR

To create a new shift differential, navigate to Settings > Time Tracking, click Shift Differentials, then select Add Shift Differential. Look at each of the options below to see their default settings.

Schedule templates

Weekday Evenings

The Weekday Evenings schedule defaults to the following settings: Monday-Friday, from 4:00PM to 12:00AM. Remember, you can edit these settings to fit your needs!

Overnight

The Overnight schedule defaults to the following settings: Monday-Friday, 10:00PM to 6:00AM. Keep in mind, that the day selected is when the shift starts, not when it ends. In the example above, the last shift will start Friday at 10:00 PM and end at 6:00 AM Saturday morning. Remember, you can edit these settings to fit your needs!

Weekends

The Weekends schedule defaults to the following settings: Saturday-Sunday from 12:00AM-12:00AM. Keep in mind, you won't be able to schedule a 24 hour shift outside of the 12:00AM-12:00PM window  (i.e. 10:00AM-10:00PM) as this is considered an overnight shift. Remember, you can edit these settings to fit your needs!

Custom Schedule

The Custom Schedule option does not have any designated defaults.

Assign an Employee to Shift Differentials

If you use BambooHR Time Tracking, you can add all Time Tracking users to the differential under the Assignment section. If you do not use BambooHR Time Tracking but use BambooHR Payroll, you will be able to create shift differentials, but will not be able to assign them to specific users. However, you will be able to attribute shift differential hours and their associated pay to your employees using an hours import, an API sync, or manually during the payroll run.

Shift Differentials Troubleshooting

Why am I getting an overlapping schedule warning?

If you are attempting to assign an employee to conflicting shift differentials, you'll see this error. You can either click Add Employees and Save or click Cancel and remove the employee from the differential they were first assigned to. Employees can't be assigned to conflicting schedules otherwise they would have multiple rates assigned to them for the same time period. If you are trying to assign multiple pay rates to an employee on a project-by-project basis rather than on a scheduled basis, check out our project tracking feature!

Who can be added to shift differentials?

Any employee with BambooHR Time Tracking enabled can be added to a shift differential. Employees can be assigned to more than one shift, but those shifts cannot overlap.

If you do not use BambooHR Time Tracking but do use BambooHR Payroll, you can still set up shift differentials in your BambooHR account. However, you will not be able to assign specific employees to those differentials. You must attribute hours to your employees through the hours importer, BambooHR's open API, or manually in your payroll run.

Who can set up shift differentials in my account?

The ability to add, edit, and delete shift differentials can be assigned to custom access level users via the Time Tracking section under "What Can People with this Access Level Do?" However, depending on what you'd like the user to do, you may want to add or limit the permissions you grant them.

If you Grant Access to Time Tracking Settings Only

In custom access level settings, navigate to the "What can People with This Access Level Do?" section (please note that if you're creating a new access level this section will be titled "What can this Access Level Do?"). Select the Settings tab on the left side and select Time Tracking.

In the picture above, you'll notice the employee has access to view the time tracking information for the employees who have been added to Time Tracking. They also have access to manage project tracking and shift differentials. Finally, they have the ability to change the time tracking settings for all time tracking groups via the Time Tracking settings tab (this includes the method of tracking time, the approver, the timesheet approval deadline, overtime rules, and mobile time tracking settings.

If you Grant Access to Shift Differentials Only

In custom access level settings, navigate to the "What can People with This Access Level Do?" section (please note that if you're creating a new access level this section will be titled "What can this Access Level Do?"). Select the Time Tracking tab on the left side and select Manage Project Tracking.

In the image above, you'll see the employee only has access to shift differentials under Time Tracking settings.

If you Grant Access to Shift Differentials, Project Tracking, and Time Tracking Settings

In custom access level settings, navigate to the "What can People with This Access Level Do?" section (please note that if you're creating a new access level this section will be titled "What can this Access Level Do?"). Select the Settings tab on the left side and select Time Tracking. Next, navigate to the Time Tracking tab on the left side. You'll notice that you cannot select Manage Project Tracking or Manage Shift Differentials. This is because the permissions are embedded in the Time Tracking Settings permission.

If you do not add any additional time tracking permissions to the employee's custom access level, this setup will function exactly as the setup above (where access is granted only to Time Tracking settings). This use case is listed in this help guide for those who may not realize the project tracking and shift differential permissions are embedded into the Time Tracking settings permission.

In the picture above, you'll notice the employee has access to view the time tracking information for the employees who have been added to Time Tracking. They also have access to manage project tracking and shift differentials. Finally, they have the ability to change the time tracking settings for all time tracking groups via the Time Tracking settings tab (this includes the method of tracking time, the approver, the timesheet approval deadline, overtime rules, and mobile time tracking settings.

If you Grant Access to Shift Differentials and Project Tracking, but not Time Tracking Settings

In custom access level settings, navigate to the "What can People with This Access Level Do?" section (please note that if you're creating a new access level this section will be titled "What can this Access Level Do?"). Select the Time Tracking tab on the left side and select Manage Project Tracking and Manage Shift Differentials.

In the image above, the employee with the access level settings mentioned has access to manage (add, edit, and delete) both project tracking and shift differentials.