Advanced payroll - Bank holidays

csacs100 · ‎April 20, 2021

I am setting up Advance payroll and am unsure as to the best method to deal with bank holidays.

Full time staff are entitled to 20 days plus the 8 bank holidays. Part time staff are pro rata on the 28 days.

1. I am unsure whether I should enter 28 days holiday in Leave allowances or 20 days. It is dependent on how Advanced Payroll treats the bank holidays.

2. If I enter the bank holidays into Payroll Settings, Bank Holidays will the system automatically adjust the pay into 4 days Normal Pay and 1 day holiday pay in the week of a Bank holiday. Will it automatically reduce the accrued leave of the staff member by the bank holiday? If so, then I should enter 28 days.

3. If the system does not do that automatically am I better off entering 20 days Leave allowance and paying the bank holiday as normal pay? If I enter 28 days would I have to manually adjust the normal pay to 4 days and then add a line for holiday pay per employee in the holiday week to get the leave allowance balance correct?

A further general question. Is it best to populate the frequently used "Pay categories" per employee in "Show in Pay Run" and then simply review the Pay Run Warnings which state that "employees have earnings lines for which they aren't being paid" for errors. e.g. Staff on furlough receive furlough pay, not normal pay so I receive a no normal pay warning.

The same issue with commission which is paid at month end to weekly paid staff. Is there a setting to make commission only appear in the final week of the month?

Thanks in advance

Rileybobs · ‎June 23, 2021

Just enter all banks for everyone as booked holidays. So your usual allowance plus the banks e g. 21 days plus 8 total hols 29. It doesn't matter about denoting that they are banks because the employees contract terms will show entitlements in full. Our banks are compulsory but if I did need someone to work on a bank then you would either remove it as being a holiday and pay them hours (which would increase remaining holidays available) or pay them the holiday and the hours they worked.

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JasroV · ‎April 21, 2021

Nice to have you in the Community space, @csacs100.

I recognized the importance of keeping your payroll data accurate. To ensure this stays updated and correct, I recommend reaching out to your accountant for guidance on how to deal with bank holidays.

They can give you their expert advice on how to set this up in your QuickBooks Online (QBO) while keeping your payroll accounts accurate. If you’re not affiliated with one, you can visit our ProAdvisor page and we’ll help you look for one from there.

In regards to the commission to appear in the last week of the month, I suggest contacting our Support team. They have the tools to securely check your account and provide you with the steps in setting it up. Let me guide you on how to reach out to them.

Go to the (?) Help menu.
In QB Assistant, enter the topic you need help with (you can also enter questions).
Select Contact to connect with a live support agent.
Choose either Start a chat (if you prefer messaging) or Call us.

You can also check this link for more details and ensure to review our Support hours so one of our agents can accommodate you: QuickBooks Online Support.

Once you’re all set, you can utilize these links for guidance in running your payroll seamlessly:

You’re always welcome to get back to me if you have other follow up questions managing your payroll or with your account. I’m only a few clicks away from you. Keep safe!

csacs100 · ‎April 21, 2021

Jasro,

Thank you for taking the time to respond. Unfortunately your response is not very helpful. Referring me to external experts seems to be contrary to the purpose of a community board or supplier support basics.

I would image that a fair percentage of the community must have the same issue to resolve. All I was asking for was information as to how a fairly common issue has been addressed by experienced users / Quickbooks team members.

If the best response is to seek external assistance then the community board/Team members serve little purpose. How can the Quickbooks payroll team not know the answer to this question? Why does the supporting documentation not provide guidance as to how to deal with this?

Quickbooks appear to offer a payroll solution without providing users with the resources to set everything up properly.

Given HMRC compliance requirements it would appear that Quickbooks are happy to take our monthly subscription, but are unwilling to provide the necessary support.

Rileybobs · ‎June 23, 2021

Just enter all banks for everyone as booked holidays. So your usual allowance plus the banks e g. 21 days plus 8 total hols 29. It doesn't matter about denoting that they are banks because the employees contract terms will show entitlements in full. Our banks are compulsory but if I did need someone to work on a bank then you would either remove it as being a holiday and pay them hours (which would increase remaining holidays available) or pay them the holiday and the hours they worked.

kbriddon · ‎March 16, 2023

I have 30 employee's which is the quickest way to book bank holidays as leave. I have to enter them every year and it takes so long to do!

ie create leave for more than 1 person at the same time save having to do them separately ?

Is there an option in set rules ?

Ashleigh1 · ‎March 16, 2023

Hello Kbriddon, Thanks for posting on this thread so you can set up a payrate template and then as long as it is ticked in the employees it will automatically show in the rayrun for every employee. Unless you set up a pay rate template and then add the employees onto that template and then fill in the amounts it will auto fill on the payrun but again in payrates you would need to be on that template setting. Payroll>payroll settings> pay conditions- payrate templates> add

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Advanced payroll - Bank holidays