Set expected hours overrides

One expectation rarely fits a whole company. A design team on a 32-hour week, contractors expected for 24, and an executive who should not be chased for timesheets at all can each get their own number without touching anyone else’s. Overrides sit on top of the org baseline configured in Monitor timesheet compliance.

How an override is chosen

For each person, expected hours resolve in a fixed order; the first match wins:

1. User override, including the per-user exempt flag.
2. Team override, from any team the person belongs to.
3. Role override, matched on their organization role.
4. Org default: per-user capacity or the fixed weekly number, whichever the baseline uses.

A user override therefore always beats a team override, and a team override always beats a role override. The editor shows this order as a hint: user, then team, then role, then org default.

Add overrides

1. Open Organization Settings, go to the Configuration tab, then the Timesheets section.

2. In the Compliance enforcement panel, find the Expected hours overrides editor. It has three sections: Teams, Roles, and Users.

3. In each section, use the picker to add a team, role, or member, then type the weekly hours for that row. Remove a row to fall back to the next level in the order.

4. On a user row you can also tick Exempt. An exempt user is skipped entirely: no expected hours, no nudges, always reported as Exempt.

5. Save the panel. Overrides apply from the next compliance computation.

When someone is on multiple teams

If a person belongs to two teams that both carry an override, the Multi-team conflict setting in the editor header decides which one applies:

• Most generous (lower hours): the default. Picks the lower expectation, on the principle that multi-team members should not be overburdened.
• Most restrictive (higher hours): picks the higher expectation.
• First team (alphabetical): deterministic, order-based.

Tip

The Exempt flag here is permanent until you remove it. For temporary absences like parental leave or a sabbatical, a date-bounded compliance exception expires on its own and leaves an audit trail.

FAQs

Do overrides change the Capacity Planner? No. Overrides feed compliance expectations only. The Capacity Planner keeps showing the availability numbers you set per week.

What happens if I set both a role and a user override for the same person? The user override wins; that is the resolution order doing its job. The role override still applies to everyone else with that role.

Can I reorder the resolution chain? The order user, team, role, then org default is fixed in the product. If a rule feels upside down, model it at a more specific level: a user override beats everything.