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willea3015
Level 1
posted
‎June 07, 2022 01:21 PM
last updated ‎June 06, 2022 8:21 PM

Personal leave accruals not working after having to xfer to 'personal carers leave 10 days' as QB was auto accruing to this new category

Hi All
i am hoping there is a user out there who can help with this issue

I have spent hours on the phone to QB online seem to end up with links that then took hours to work thru - which i consequently found wasnt required and now i need to reach out to someone who is more experienced as they are an actual user from the community who may be able to suggest a fix

We noticed that recently QB started accruing personal leave in their own 'personal leave 10 days category' at 10days a year - which doesnt work for hourly payroll

we were running personal leave accrual on an hourly basis as our employees are part time and paid hourly

this resulted in having 2 accrual lines now running in the payroll.  our original hourly one and then the new personal leave 10days that QB has forced the accrual to be accruing to.  this created an issue that when personal leave is being used., it was being used from the accrual we were using but now accruing in QB new accrual.  so became negative in the personal leave category we were using and positive value in  QB 'personal leave 10days category'

I spent hours on the phone then being sent a link to say i had to re categorise this hourly accrual of leave to daily accrual per legislation - obviously this doesnt work for hourly payroll when its accrual rate is accruing at 10days per year

to then find that our part timer has been accruing at the rate of 10 days per year when he is not entitled to, as this shld be pro rata - so accruals are now being overstated and not to be relied on

further 2 hours spent yesterday with someone at QB who didnt know the payroll system well, only to be sent another link to say that legislation was overturned you now have to go thru the whole process again of converting days back to hours - Cue having to run all the reports and go back thru 18 months of employment to find what the actual amount of hours accrued should be....but I dont think we have addressed the issue whereby QB is still accruing to the 10days category

also of concern is that the sick/personal leave taken - isnt reporting in the  pay categories report or being deducted. this may be a posting issue on my part. I was creating a sick leave leave request then actioning/applying it within the payrun - is this incorrect?

can you plse help as this is a serious time wasting effort that we never had to enter into, as we were trucking along nicely. If possible i would like to shortcut the fix and have some comfort that our accruals are correct going forward.  I would like help with
*have the accrual accruing per hour worked so it is pro-rata for those who dont work full time at the correct accrual rate
*stop the accrual from accruing in the 'personal care leave 10 days category' and have it reporting in the personal leave category we were using
*have the 'personal leave taken'  action to be working properly and reducing the accrual - it is not currently
*find a way to report what personal leave has been taken and why its not showing on the 'pay categories report' without going thru every pay run since 2020

ps 
*i already have the links to the 5 pages of steps to go thru to change hourly to daily accrual and back again i worked thru it to change it in the first place
*we dont have advanced payroll so we dont have awards set up

thank you in advance
Reply
1 Comment 1
IntuitSheila
Level 8
‎June 07, 2022 03:03 PM

Personal leave accruals not working after having to xfer to 'personal carers leave 10 days' as QB was auto accruing to this new category

Hi willea3015,

 

Thanks for leaving feedback about your experience, this is not the service that we want you to encounter in QuickBooks Online. I am happy that you are taking advantage of the Community so other users can share their thoughts, as well. I'll do my best to help you with your concerns.

 

Let's check if the employee has a Leave allowance template:

 

  1. Click on the Employees tab.
  2. Under Active employee list, locate and click an employee name affected.
  3. Click on Leave Allowances.
  4. Locate field "Apply the following leave allowance template", and check if an allowance template is selected or now allowance template was set.
  5. If a leave allowance was set, take note of the template name and go to Leave Allowance Template in Payroll Settings to edit and stop accruing the personal care leave 10 days category.

 

Furthermore, If you are looking to add Leave Taken to a pay run and link it to a current pay category, you'll have to check the Leave Category payment method is set up correctly for this to work.

 

  1. Click on the Payroll Settings.
  2. Click on Leave Categories.
  3. Click on the leave category name, and go to the Payment Setup.
  4. Check if what is the current setup like Basic, Don't pay for the leave taken or Report leave earnings against a specific pay category.

This determines whether the employee is paid for the leave taken and the pay category that is assigned when leave is taken.

 

Also, I'd recommend checking the links below to learn more about Personal Carer's Leave and leave taken:

 

I'd recommend also you contact our Support team and can ask for a Senior support or Subject Matter Expert to see how you created the pay run and check the balances on the affected employee. 

 

Post again in the Community if you need more help with QuickBooks Online. Have a nice day!

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