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Weiji-Zhang
Level 1

My client wants to track different types of employee leave, including vacation, day off (unpaid leave), sick leave, and bereavement leave.

How can I set up and track these different types of leave in QBO Payroll? Is there a way to create custom leave categories (such as bereavement leave)? Can QBO track leave balances (e.g., days used and remaining), or do I need to manage this outside the system?

1 Comment 1
jamesjdt
Moderator

My client wants to track different types of employee leave, including vacation, day off (unpaid leave), sick leave, and bereavement leave.

You can track various leave types like vacation, sick leave, and bereavement directly in QuickBooks Online Payroll. While the system has specific built-in sections for vacation and sick time, you can also include custom categories like bereavement by using additional pay types.


To set up vacation and sick leave policies, follow these steps:

 

  1. Go to the Payroll menu and select Employees.
  2. Select your employee and go to the Pay types section.
  3. Use these guides to set up the specific rules for your team:
    Vacation policies for QuickBooks Online Payroll
    Payroll setup: Sick leave policies

 

QuickBooks Online Payroll will track these balances for you so you can see how much time they've used and what they have left.
 

For bereavement leave or unpaid days off, you can add them as additional pay types. Here is how to manage those:


If you're in Canada, employees are generally entitled to three days of paid bereavement leave. You can find more details here: Protected Employee Leaves in Canada.


Once you've set up these policies, you'll be able to select them whenever you run payroll.


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