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LDO
Level 5

vacation hour balance goes to zero after changing vacation plan

I just noticed that an employee's earned vacation hours go to zero if you change their vacation plan.  This shouldn't happen. 

2 Comments 2
Rea_M
Moderator

vacation hour balance goes to zero after changing vacation plan

I can see how the benefit of being able to automatically add vacation hours after changing the plan would aid you in managing employees in QuickBooks Online Payroll (QBOP), @LDO. That's why I'm here to share a few details about this.

 

Your observation is correct about changing the vacation plan in QBOP. When you change an employee's vacation plan, their hours will become zero. The hours accrue from the old policy won't automatically be added to the new one. With this, you'll have to manually indicate the employee's earned vacation hours in the Current balance field.

 

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We take customer suggestions as opportunities to improve the various features of our products. Therefore, I would encourage you to send suggestions or product recommendations.

 

Your valuable feedback will be forwarded and reviewed by our Product Development team to help improve your experience while using the program. Here's how:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Type in your recommendation in the Share your feedback field.
  4. Click Next.
  5. Follow the on-screen instructions to complete the process.

 

I've attached screenshots below that show the first four steps.

 

 

Also, there are several payroll reports in QuickBooks that you can use to take a closer look at your business's finances and employees. For the complete list and guide on how you can customize them, you can check out this article: Run payroll reports.

 

On top of that, I'd also recommend visiting this page to keep you updated with the latest software improvements and enhancements with QBO: Customer Feedback for QuickBooks Online.

 

Should you have other payroll concerns and questions about managing employees' vacation plans in QBO, please drop a reply below. I'm always around to help. Take care, @LDO.

LDO
Level 5

vacation hour balance goes to zero after changing vacation plan

Ugh.  Another example of where Intuit Payroll Online was better.  If someone changed plans in Intuit the vacation hours remained.

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