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Level 2

Washington sick leave carryover setup (still not answered by Intuit)

So when I first setup employee sick leave for WA I understood an employee could accrue more than 40 hours of sick leave during the current year, but every setup article and answer always said to set "Maximum number of hours to accrue" to 40.  That's incorrect.  An employee can accrue more than 40 hours in the current year but an employer only has to carry over 40 hours to the new year.

 

Now I see under "Reset hours each new year?" Quickbooks has an option "Maximum hours to carryover".  Every article I've found states that option will reset sick leave to 0 hours at the end of the year, but yet when you check that box THEN it enables "Maximum hours to carryover".  Since Quickbooks and Intuit have no explanation what happens when an employee has under 40 hours and that box is checked with a carryover of 40 hours, can anyone that KNOWS please explain?

 

All I want to do is what WA law states, and that is allow an employee to have more than 40 hours for the current year, but at the end of the year carry over their current hours, but ONLY a maximum of 40 hours.  If I check the "reset hours each new year" box and enter 40 in the "Maximum hours to carryover" box, does that do what I want or does it reset everyone to 40 hours at new year, even those with less than 40 hours?

Solved
Best answer September 30, 2020

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Community Champion

Washington sick leave carryover setup (still not answered by Intuit)

The carryover number is a limiting number; when you enter 40 then when the balance is more than 40 at the start of a new year it is reduced to 40.  If it is less than 40, then nothing happens.

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Community Champion

Washington sick leave carryover setup (still not answered by Intuit)

The carryover number is a limiting number; when you enter 40 then when the balance is more than 40 at the start of a new year it is reduced to 40.  If it is less than 40, then nothing happens.

View solution in original post

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Moderator

Washington sick leave carryover setup (still not answered by Intuit)

I got you covered, badcrc.

 

Washington paid sick leave allows employers to set the maximum number of hours to carryover to 40. That means if the remaining hours left for the employee are less than 40, that's the only hours they can carryover.

 

Here's an example:

 

Employee 1 accrued 48 hours of paid sick leave and didn't use any of it, by the next calendar year, it'll drop to 40 hours since the maximum allowed is 40. Employee 2 accrued 48 hours of paid sick leave and used 16 hours on that calendar year, by the next one, they will only be able to carryover what's left which is 32 hours.

 

You can visit the Washington State Department of Labor and Industries for more information: https://lni.wa.gov/workers-rights/leave/paid-sick-leave/paid-sick-leave-minimum-requirements#carryov....

 

Let me know if you have additional questions.

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Level 2

Washington sick leave carryover setup (still not answered by Intuit)

So if you leave the carryover field blank it resets to 0 at the end of year but if you have any number in there it only resets those above that number to that number, and any below that number are left alone?

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Level 2

Washington sick leave carryover setup (still not answered by Intuit)

This answer is cryptic.  I understand what they "can" carry over.  The question is what exactly happens to employees with less than the carry over number you enter in that field.   Apparently if you leave it blank it resets everyone to 0.  What happens to employees with 30 hours with that field set to 40?  If they remain at 30 then "reset hours each new year" should be changed to make more sense.

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QuickBooks Team

Washington sick leave carryover setup (still not answered by Intuit)

Hello there, @badcrc.

 

Let me provide you additional information about carry-over. The maximum number of hours refers to the maximum balance of sick hours that the employee can have. If you want to put a carry-over,  you should not select the Reset hours each new year? option.

 

To learn more about setting up and track time off, vacation, and sick pay for your employees. Check this article for more details: Set up and track time off in payroll.

 

Drop a comment below if you need further assistance. I'll be around to help. Take care and stay safe.

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Level 2

Washington sick leave carryover setup (still not answered by Intuit)

Joseph_A: You can't enter a carryover without checking reset hours each year box.  It's disabled until you check that box, which is why I wanted to make sure I don't reset everyone's sick hours at end of year before I changed anything.  The link you provided I've already read and I don't see anywhere that explains an answer to my question.  The fact you have to check "reset hours each year" to enable the carryover box doesn't make sense and there's no explanation I can find that states what that does to employees with sick hours below the carryover.

 

I accepted a solution in this thread but now what you said contradicts what the author of the solution said.  It seems no one understands WA sick leave law and if what you say is true then it's not possible to be in compliance with WA law without going through all the employee records manually at the end of the year and resetting everyone over 40 to 40.

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QuickBooks Team

Washington sick leave carryover setup (still not answered by Intuit)

Thanks for actively responding, @badcrc. I can provide you steps on how you can set up and carry over the accrued hours of your employee in the Payroll Settings. 

 

Here's how: 

 

  1. Select Edit, then Preferences.
  2. Select Payroll & Employees, then go to the Company Preferences tab.
  3. Select Sick and Vacation.
  4. Then, go to the How is sick time off calculated for (employee)? section. 
  5. Enter the hours, then click Next

 

For future reference, read through this article: Set up your Washington Paid Family and Medical Leave insurance premiums. It also contains links to different topics that can answer your concerns about Washinton Paid Family and Medical Leave tax. 

 

Feel free to message again if you have additional questions. We're always here to help. 

 

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Level 2

Washington sick leave carryover setup (still not answered by Intuit)


@katherinejoyceO wrote:

Thanks for actively responding, @badcrc. I can provide you steps on how you can set up and carry over the accrued hours of your employee in the Payroll Settings. 

 

Here's how: 

 

  1. Select Edit, then Preferences.
  2. Select Payroll & Employees, then go to the Company Preferences tab.
  3. Select Sick and Vacation.
  4. Then, go to the How is sick time off calculated for (employee)? section. 
  5. Enter the hours, then click Next

 

For future reference, read through this article: Set up your Washington Paid Family and Medical Leave insurance premiums. It also contains links to different topics that can answer your concerns about Washinton Paid Family and Medical Leave tax. 

 

Feel free to message again if you have additional questions. We're always here to help. 

 


Not relevant, doesn't answer my question, and there is no "how is sick time off calculated for (employee)?" in that dialog in QB 2020 desktop.  I already know how to calculate sick time, that's already been setup since the new WA law.  Nothing in your link talks about how the reset option works with carryover.

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Moderator

Washington sick leave carryover setup (still not answered by Intuit)

Hello there, badcrc.

 

We can adjust the accrued time in the employee's profile with these steps:

  1. At the top menu, click Employees and select Employee Center.
  2. Double-click the employee to open the Edit Employee window.
  3. Select Payroll Info tab and click Sick/Vacation button.
  4. Correct the information in the Hours available as of [date] fields in both the Sick and Vacation sections.
  5. In the Sick and Vacation window, click OK.
  6. In the Edit Employee window, click OK.
  7. You can repeat steps 2 through 4 for other employees if necessary.

You can browse this link for more details: Sick and Vacation Time Incorrect or Not Accruing on Paychecks.

 

Here's also a report for vacation and sick time if you'll need one: Report an Employee's Vacation and Sick
Time Used, Available, Accrued, and Limits
.

 

We'll be right here if you need anything else. Have a great day!

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Level 2

Washington sick leave carryover setup (still not answered by Intuit)


@JamesDuanT wrote:

Hello there, badcrc.

 

We can adjust the accrued time in the employee's profile with these steps:

  1. At the top menu, click Employees and select Employee Center.
  2. Double-click the employee to open the Edit Employee window.
  3. Select Payroll Info tab and click Sick/Vacation button.
  4. Correct the information in the Hours available as of [date] fields in both the Sick and Vacation sections.
  5. In the Sick and Vacation window, click OK.
  6. In the Edit Employee window, click OK.
  7. You can repeat steps 2 through 4 for other employees if necessary.

These answers are insane.  Now I know they're not even reading the original post.

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