How to Record Public Holiday Pay in QuickBooks Payroll

Katie B · ‎December 06, 2024

How to record Public Holidays in QBO Payroll.png

Let's look at one of the most common questions the Support Team get - “How do I record Public Holidays in QuickBooks Online?”

If you’re using QuickBooks Payroll, powered by Employment Hero, then here are the steps to get set up for public holidays! Follow along below and check out the full Self-Help Article.

If you're using QuickBooks Payroll Standard, you will need to manually record Public Holiday pays for each employee on the pay run. In my next post we will look at how to automate Public Holidays in QuickBooks Payroll Advanced.

To track public holiday pay in a pay run, you'll need to configure two things in Payroll Settings:

1. Create Public Holiday Categories

2. Create a Work Type tied to the Public Holiday Category

To manage a public holiday that wasn't worked, ask your employee to submit a timesheet with the work type "Public Holiday (Not Worked)" selected. Once you approve the timesheet, it'll show up in the pay run.

Step 1 Part 1 create Categories.png

Navigate via the Cog to Payroll Settings, scroll to ‘Pay Run Settings’ and choose ‘Pay Categories’

Step 1 Part 2 create Categories.png

Select the ‘Permanent Ordinary Hours’ pay category, or the main pay category you pay employees with, then select ‘Add Linked Category’.

Look first to see if there is an existing Public Holiday Category - it may start with ‘Permanent’. Then set up any additional categories you may need according to whether your employees will have worked or not.

Be sure to Save when you’re finished.

Step 2 Part 1 create Work Type.png

Next, you need to set up Work Categories tied to the Public Holiday Pay Category.

Again, navigate via the Cog to Payroll Settings, scroll to ‘Pay Conditions’ and choose ‘Work Types’.

‘Add’ a work type and name it ‘Public Holiday (Not Worked)’

Tick both Full Time and Part Time and change the ‘Work maps to’; selection to ‘Pay Category’ and choose ‘Public Holiday (Not Worked)’.

Be sure to Save when you’re finished.

Manually record Public Holiday pays for each employee on the pay run, by selecting the green Actions button, then selecting Add earnings and choosing the Public Holiday or Public Holiday (Not Worked) pay category from the drop-down menu.

Katie B · ‎December 06, 2024

Not using QuickBooks Payroll yet? Take a look at the Payroll options available.from right inside your QuickBooks Online!

Still want some expert help getting your QuickBooks Online or QuickBooks Payroll set up? Book in for your free 45min Guided Set Up session with our trained product experts.

View solution in original post

Katie B · ‎December 10, 2024

How to Automate Public Holiday Pay in QuickBooks Payroll Advanced

Now that we have the Australian Public Holiday Pay Categories and Work Types set up, if you have QuickBooks Payroll Advanced, you can automate your Public Holiday Pay!

Follow along below and check out the full Self-Help Article.

Want to automate but don't have QuickBooks Payroll Advanced? Take a look at the benefits from within your QuickBooks Online account.

Step 3 Automating Public Holiday Pay for Advanced.png

To automate your Public Holiday Pay, we need to set up 2 elements: Configuring the State on your locations, and setting up Public Holiday Pay conditions!

Step 3 Part 1 Configure State on Locations.png

Navigate via the Cog to Payroll Settings, scroll to ‘Pay Run Setting’ and choose ‘Locations.

Select your location, and make sure the dropdown shows that Australian State your Location is based in.

Be sure to Save when you’re finished.

Step 3 Part 2 Set Up Public Holiday Pay Conditions.png

Next, you need to set up Public Holiday Pay Conditions.

Again, navigate via the Cog to Payroll Settings, scroll to ‘Pay Conditions’ and choose ‘Rule Sets’.

Step 3 Part 3 Set Up Public Holiday Pay Conditions (2).png

‘Add’ a Rule Set and name it ‘Public Holiday’ and Save it.

Then use the ‘Create Rules button to “Add Rule”.

Name the Rule ‘Public Holiday’ and in the WHEN section, set the drop-downs to reflect Public Holiday, Any Public Holiday and choose ‘Match the part of the shift that liens on a public holiday’.

In the THEN section, set the drop-downs to reflect Apply pay category and Public Holiday as the pay category

You’ll need to click Save to create the rule as a draft. Then you’ll need to click Activate Draft Rules.

Still have questions? Hit Reply and ask below for a Product Expert to help answer your queries!

View solution in original post

Katie B · ‎December 06, 2024

Not using QuickBooks Payroll yet? Take a look at the Payroll options available.from right inside your QuickBooks Online!

Still want some expert help getting your QuickBooks Online or QuickBooks Payroll set up? Book in for your free 45min Guided Set Up session with our trained product experts.

Katie B · ‎December 10, 2024

How to Automate Public Holiday Pay in QuickBooks Payroll Advanced

Now that we have the Australian Public Holiday Pay Categories and Work Types set up, if you have QuickBooks Payroll Advanced, you can automate your Public Holiday Pay!

Follow along below and check out the full Self-Help Article.

Want to automate but don't have QuickBooks Payroll Advanced? Take a look at the benefits from within your QuickBooks Online account.

Step 3 Automating Public Holiday Pay for Advanced.png

To automate your Public Holiday Pay, we need to set up 2 elements: Configuring the State on your locations, and setting up Public Holiday Pay conditions!

Step 3 Part 1 Configure State on Locations.png

Navigate via the Cog to Payroll Settings, scroll to ‘Pay Run Setting’ and choose ‘Locations.

Select your location, and make sure the dropdown shows that Australian State your Location is based in.

Be sure to Save when you’re finished.

Step 3 Part 2 Set Up Public Holiday Pay Conditions.png

Next, you need to set up Public Holiday Pay Conditions.

Again, navigate via the Cog to Payroll Settings, scroll to ‘Pay Conditions’ and choose ‘Rule Sets’.

Step 3 Part 3 Set Up Public Holiday Pay Conditions (2).png

‘Add’ a Rule Set and name it ‘Public Holiday’ and Save it.

Then use the ‘Create Rules button to “Add Rule”.

Name the Rule ‘Public Holiday’ and in the WHEN section, set the drop-downs to reflect Public Holiday, Any Public Holiday and choose ‘Match the part of the shift that liens on a public holiday’.

In the THEN section, set the drop-downs to reflect Apply pay category and Public Holiday as the pay category

You’ll need to click Save to create the rule as a draft. Then you’ll need to click Activate Draft Rules.

Still have questions? Hit Reply and ask below for a Product Expert to help answer your queries!

J F

We don't have the 'Payroll Advanced' currently but I had a query for if we did.

1.Can you set a default that already calculates it to a 7.6 hour day? Or can you set a Start/Finish default time so the Employee doesn't have to?

IntuitSheila

Welcome to the Community, J F.

The hours worked per day is based on how you set up the employees pay run defaults, and the pay rates used. Let me guide you how:

Click on the Payroll tab.
Click on the employee's name from the list.
Click on Pay Run Defaults.
Under Normally works check what figure is entered in the hours per day.

Once verified let us also check the pay rates you have set up.

From the same employee's name affected click on Pay Rates.
Locate and click the default pay category of the employee.
Check rates and units set.
Make changes if needed and click on Save.

Drop by again in the Community if you have other questions.

J F

Do Employees have to enter a start and finish time when they enter a Timesheet? When I have gone in as an Employee in the ap, I can see the new pay category I've managed to create (Public Holiday-Not Worked) but it is still asking the Employee to enter a start and finish time? Can't it just let them select 'Public Holiday-Not Worked' (which is set as 7.6 hours now) and not have to enter a Start and Finish time??

IntuitSheila

Thanks for getting back to us, JF,

Let's check if what you have set up in the Employee Portal Settings. Here's how:

Click on the Payroll tab.
Click on the Payroll Settings.
Click on Employee Portal Settings.
Under Settings tab check if what options you have set up and then under Employees can field, what is selected.
Click on Save changes.

For us to better assist you, I recommend contacting our Customer Care Team through Chat or Phone to better help you with your time sheet concern. That way, one of our support agent can do a screen sharing session with you in checking your payroll setting and the employee set up.

To contact support:

1. Click on the Help (?) icon.

2. Click on Assistant tab or select Search.

3. Enter your question and follow the prompts.

Phone support: available weekdays 8:30AM to 6:30 PM.

Start a Chat: 7AM to 10 PM weekdays and 8am to 8pm weekends.

Post again in the Community if you have other questions.

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How to Record Public Holiday Pay in QuickBooks Payroll