Sick time accrual not resetting for new year

If the employees were set up like the employee in your screenshot last year, before the employees were paid for the end of the year, then it would have worked.

The sick time will reset to 40 hours when you create a paycheck for the employee where the pay period end date rolls over year-end boundary compared to previous paychecks. The last pay period end date for the employee pictured is seen next to the label "Hours available as of" field: 1/29/22.

If you review the paychecks for this year for the employees that didn't reset, are the pay periods correct?

Note that:

- Once paychecks are created with the wrong pay period, changing it by editing the checks won't reset the vacation balance.

- Editing the accrual or reset numbers on the employee will not cause a reset. That only happens when creating new paychecks.

We pay the balance of PTO at the end of the year (less up to the 40 carryover hours), this employee ended the year with 40 hours to carryover into 2022. As such, the sick time doesn't reset at the new year.

Yes the periods are all correct.

Thanks for coming back, @jeremy77. I'll be your QuickBooks guide today.

Since the pay periods are all correct, then the sick pay item may have been incorrectly set up on your list.

I'd suggest reviewing each payroll item used and keeping track of the accruals shown on the paycheck to correct the issue. Let me show you how:

1. Go to the Lists menu, then Payroll Item List.
2. On the Payroll Item List, double-click the item used to pay the sick leave.
3. On the Edit payroll item window, verify the type of payroll item used.
4. If it’s incorrect, use a different one or create a new payroll item.
5. Vacation only accrues on regular pay items such as hourly wages or salary, it does not accrue on bonus items or any additional items.

You may also check the employee's profile to fix this. Here's how:

1. Go to the Employees menu, then Employee Center.
2. Double-click the employee name to open the profile.
3. On the Edit Employee screen, go to the Payroll Info tab.
4. Select Sick/Vacation, then verify and adjust the following data as needed:

• • Sick and vacation hours available
  • Hours used in the year
  • Accrual period
  • Hours accrued is entered
  • Maximum number of hours
  • Reset hours each year
  • Start date of the accrual.

Additionally, I'm sharing with you this article for additional reference: Set up and track time off in payroll.

Let me know if you have follow-up questions or additional concerns. I'm always around to help you again.

Have tried all that and have shared my screen with 3 different QB support agents, all saying things are setup right

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@jeremy77 wrote:

We pay the balance of PTO at the end of the year (less up to the 40 carryover hours), this employee ended the year with 40 hours to carryover into 2022. As such, the sick time doesn't reset at the new year.

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Right. You have the employee set up to carry over 40.00 hours, so after the reset event they'll have up to 40.00 hours. If you want zero hours after the reset, enter 0.00 in the carryover field, not 40.00:

I should be 40 and not the issue. I meant it didn't need to reset being already 40 or less. The issue is not accrue time for 2022

Have tried all that and have shared my screen with 3 different QB support agents, all saying things are setup right