Automate Time in Lieu calculations in QuickBooks Advanced Payroll
by Intuit• Updated 3 years ago
Learn how to set up automatic Time in Lieu accruals and applications with the Rule Sets feature in QuickBooks Advanced Payroll.
The following scenarios will be covered in this article:
- Having the employee accrue time in lieu of overtime at a rate of 1 hour for every hour of overtime worked.
- Having the employee accrue time in lieu of overtime. The hours accrued will equate to the penalty rate for the overtime that would have been received.
- Having a salaried employee submit timesheets for different locations but still need to just be paid their standard hours per week.
Note: Pay condition rules only work if the rule set is applied to the employee's Pay Run Defaults page.
Set up a Time in Lieu Pay Category
- Navigate to Employees on the left menu.
- Select the Payroll Settings tab, then select Pay Categories under the Pay Run Settings section.
- Select Add.
- Enter ‘Time in Lieu’ in the Pay Category Name field.
- Tick the Accrues Leave box.
- Select Save.
Set up a Time in Lieu Work Type
- Navigate back to Payroll Settings, then select Work Types under the Pay Conditions section.
- Select Add.
- Name the work type ‘Time in Lieu taken’.
- Tick Full Time and Part Time in the Automatically enabled for section.
- In the Work maps to section, select Leave Category, then select Time in Lieu from the drop-down menu.
- Select Save.
More information about work types can be found here.
Configure Tags
Tags are especially useful when not all employees accrue time in lieu. By tagging selected employees, this will help save time in setting up the Time in Lieu automation in the next steps.
- Navigate back to Payroll Settings, then select Tags under the Pay Conditions section.
- Select Add.
- Enter the phrase ‘TIL’ to name the tag, then select the tick icon.
- A panel should appear from the right. Select the employees that will be applicable for Time in Lieu.
More information about tags can be found here.
Create the rule sets
- Navigate back to Payroll Settings, then select Rule Sets under the Pay Conditions section.
- Select Add, then name the rule ‘Time in Lieu’ and Save. If your employees are attached to an existing rule set and you want the Time in Lieu rule to show up to employees under that rule set, hover over it and select Edit Rules, then Add Rule.
- Select Create Rules, then Add Rule for a new rule set.
Test the rules
- Select Test Rules on the top-right of the Rules Editor page.
- Check the current period dates. The pay run period dates should match exactly to the current period or a previous period.
- Select Import.
- Select the employee whose shifts you want to test, then select Import.
- Scroll down and select Run Test.
Once each day's earnings are displayed you can select the day you want to check. Select the question mark to show you the list of rules that have been triggered by that shift.
Then, you can review each rule that was triggered and see how/why it has been applied to that shift - keep in mind that rules are applied in order from top to bottom so a rule that's triggered may be overridden by another rule further down the list.
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