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Level 2

Applying an increase to sick leave via rules

We have a set of rules to apply specific uplifts on certain types of pay. For example, some of our pay types include holiday pay, but this must be split out on the payslips by law, so we have set up a rule to automatically apply the uplift when that work type is put on the timesheet. We also have a rule which applies a percentage of pay for bank holidays to account for part time / flexible workers (bank holidays are automatically accounted for in full time / salaried employees).

 

The issue we are having is that when someone is on Sick Leave, the bank holiday uplift does not get applied. IF they put Sick Leave Taken as a work type on their timesheet, the uplift applies (according to the rules) but if they have applied for Sick Leave as a Leave type (which is necessary for all staff to do, whether timesheeted or not), the uplift does not apply.

 

I'm sure I'm missing something in the rules setup, but there doesn't seem to be a choice for "if Leave Category", only "if Work Type". How can I apply a rule to a leave category?

4 REPLIES 4
QuickBooks Team

Applying an increase to sick leave via rules

Hi susanwarren

 

Thanks for your detailed post,

 

On the sick leave category itself what options are currently selected under 'Payment setup', and is the bank holiday uplift created as its own unique pay category? 

 

Level 2

Applying an increase to sick leave via rules

Hi Georgia, thanks for coming back to me.

 

Yes, the Bank Holiday uplift is its own pay category.

Sick Leave payment setup says report against pay category "sick leave taken".

 

I've attached a screenshot of the Sick Leave category and will upload a screenshot of the Bank Holiday uplift pay category.

Level 2

Applying an increase to sick leave via rules

 
QuickBooks Team

Applying an increase to sick leave via rules

Hello Susan, thanks for the screenshots, can we ask what uplift are you expecting to see?