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How do I add TIL to be accrued and Taken if the Payroll is Standard subscription ?
If you are standard plan and it does not allow automation of Time in Lieu, you can still set it up in the system. There are two scenarios for entering TIL, First is via the earnings line in a pay run and second is through the use of time sheets.
Let's have a look at earnings method first:
To enter TIL via a pay run you need to set up both TIL Leave Category, as well as a Pay Category (so that leave can be both taken and accrued)
You can create a pay category by following these steps;
The setting for pay categories can be accessed and updated by clicking on the 'Payroll settings' > 'Pay categories' > Add> Enter required details > Save
You can create a Leave category by following these steps;
The setting for leave categories can be accessed and updated by clicking on the 'Payroll settings' > 'Leve categories' > Add> Enter required details > Save
Then, to add leave once you have created the pay run, open the employee's details up by clicking on the arrow next to their name. Then in the bottom right hand corner you will notice a button called "Actions". Select the "accrue leave" option and simply add the hours you want to accrue for that employee to the leave type, i.e Time in Lieu.
In order to take leave simply do the same as above but, instead select "take leave". Then select the leave that is to be taken i.e. Time in Lieu
Using Time sheets:
Firstly, set up the leave and pay categories as above.
You then need to set up a Work Type. This can be created from the 'Work Types' menu under 'Payroll Settings'. Select 'Add', enter the required details and map the Work Type to the TIL Leave category you have set up. Ensure 'Apply to payrun as leave accrual' is selected and Save.
To accrue leave, the employee fills in the TIL manually by selecting this Work Type when entering their time sheets.
To take leave, the employee can submit a leave request that can be applied to the payrun. Alternatively, you can select 'Actions' from within the payrun as above and select 'Take Leave'.
I'm time poor and would like this function setup in our system - who can do this for us and what is the cost
Hi shaunmccullough,
Currently there is an option to opt into QuickBooks Advanced Payroll powered by KeyPay, which provides additional features to help save you time with running payroll.
For example, by switching to the advanced subscription plan you can automate the calculation of accruing and taking time in lieu, under Automated pay conditions. I have attached a guide which outlines what setting up this Automated Rule would look like, and operate if you were to opt in.
If interested, I would encourage you to click here to see more info regarding how to switch, and pricing.
Whether you would prefer to stick to your current KeyPay subscription plan, and have someone work on the file on your behalf please see the link here to find a Pro-Advisor nearest to you with payroll experience who can be invited to your file.
Thanks,
-Steven
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