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CountingOSEFC
January 3, 2019
Question

Payroll Vacation

  • January 3, 2019
  • 1 reply
  • 8 views

Our vacation policy has our employees receiving their new vacation allocation of hours as of January 1st. Do I have to manually reset the hours in their profile or will QBO reset the amount of hours for the year automatically?

1 reply

Kristine Mae
Kristine MaeModerator
Moderator
January 3, 2019

Hey there, CountingOSEFC.

 

If you've set up the vacation pay to accrue at the beginning of the year, our system will automatically reset the number of hours. If there are changes in the pay, you'll have to manually enter the amount.

 

I can show you how:

  1. Click Workers, then go to the Employees tab.
  2. Choose an employee, then click to open their profile.
  3. Click the Pencil icon next to Pay.
  4. Under How much do you pay Employee?, click the Pencil icon in the Additional pay types section.
  5. You can enter the hours in the Current balance box.
  6. Click Done. 

To know more about vacation/sick pay, I've got you an article for future reference: Set up sick or vacation pay in Online Payroll. 

 

Get back to me if you need more help. I'll be right here. 

CountingOSEFCAuthor
January 3, 2019

Does the first payroll have to run for the auto update of the new year vacation hour balance? When I run the vacation report the balances are not updated to the New Years allocation of vacation hours. Each employee is setup with a policy and these polices are setup as yearly allocations. 

A
Anonymous
January 3, 2019

Hello, CountingOSEFC.

 

Yes, the total number of vacation hours will populate after the first paycheck of the year. Moreover, you’ll need to enter your employees’ current balance as part of the setup. Here’s how:

  1. Go to Workers from the left panel.
  2. Select the Employees tab at the top.
  3. Choose the employee you’re working with.
  4. Click the pencil icon next to Pay.
  5. Go to the How much do you pay section and click pencil icon.
  6. Enter the figures on the box next to Current balance.
  7. Click Done.

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