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LDO
Level 6

enter balance hours on newly created PTO code in Time

We want to reward our employees who have good attendance by giving them 8 extra paid time off hours each quarter.  I am calling these hours Eureka hours and I have created a PTO call in TIME call Eureka.  I didnt  created this code in QB online payroll.   

 

I want them to be able to request this PTO from their workforce APP whenever they want to use ir for time off..    Just like vacation. 

 

I created the code but I don't know how to enter a balance for this code in TIME.  Not all employees qualified so I will need to pick and choose employees.
Thanks

 

3 Comments 3
LDO
Level 6

enter balance hours on newly created PTO code in Time

I think i may have found the place where I add balances, but when I try to save the balance it says:

"you need to configure Accrual Settings for this person before you can adjust their ledger"

Thanks

laura

 

GlinetteC
Moderator

enter balance hours on newly created PTO code in Time

We can easily streamline this process by enabling the Track Accruals option, LDO.

 

Here's how you can do it:

 

  1. Head over to the Time Off Codes window.
  2. Find the Eureka hours code and click the pencil icon to edit it.
  3. Check the box labeled Track Accruals.
  4. Once done, click Save.

If you have additional questions, feel free to leave them in the comments, and we will assist you promptly.

GlinetteC
Moderator

enter balance hours on newly created PTO code in Time

Hi, LDO.
 
Just checking in to see if the solution we shared worked for you.
 
Did it fix the issue, or are you still having trouble?
 
Happy to help if you need any more assistance!
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