QuickBooks Time - Managing Holidays

Hey there, @Hazel - AHG. 

Thanks for reaching out to the Community for support. I hope you're enjoying the day so far. 

As long as we have the Allow a Negative Balance unchecked, it won't allow you to go into the negatives. Let's make sure it's unchecked. I've included some steps below to show you how to check. 

1. Click on Feature Add Ons.
2. Select Time Off Codes. 
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3. Hit the Pencil Icon to edit. 
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4. Edit the Settings. 
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That should do it. Let me know if you have further questions or concerns. Take care and have a great day ahead!

Thanks Tori B.  How do you set limits?  Our employees get 20 paid holidays a year.  How do I enter that?  

Is there a way to add Holiday time to multiple employees timesheet at the same time?

Hello there, CHar66.

Yes, there is. But you'll need first to group your employees to add Holiday time to several people one at a time. The steps below will walk you through the process of setting this up.

Group employees:

1. Go to My Team.
2. Select a team member.
3. Do one of the following:
   • To assign: From the Group drop-down, select a crew, then Save.
   • To unassign: From the Group drop-down, select None, then Save.

Then, follow these steps:

1. Go to Feature Add-ons > Time Off Codes. The Time Off Codes window displays.
2. Select Add New.
3. Enter the name of the Time Off code and choose whether it is a Paid or Unpaid code.
4. To assign the code to team members, select Assign to Individuals or Groups.
   1. When a Time Off code is assigned to all team members, any new team members will be automatically assigned to that code and its associated accrual setup.
   2. If a bank of hours is needed for a time off code, set up accruals.
5. Make your selections and select Save.
   

Please know that only administrators have the ability to schedule and manage time off schedule and manage time off. For more details, you can utilize the articles below.

• Set up and Manage Time Off in QuickBooks Time Management.
• Add and manage groups, crews, and their managers in QuickBooks Time.

Please comment below on how this information and steps go. Don't worry, I'll be around to assist you further if you still need help. Take care and stay safe, CHar66.

I have all of these set up, but I would like to set the holidays and for the time to just show up on their time card instead of each of them having to request it and enter it.  Is there anyway for me to set the paid holidays and for them to automatically show up on their time cards?  

I appreciate you for reaching out to us, @db131.

I'll assist you with setting up the holidays and have the time automatically appear on their time cards rather than manually entering them. You can modify the account settings to prevent team members from entering time off requests. Here's how to configure time off preferences:

1. Go to Company Settings, then select Time Options.  
2. Click the TIME OFF button. 
3. Uncheck the All Team Members and Approval Required boxes. 
4. Click Save. 

For guidance, please refer to the screenshot below.

For more details, you can review this article: Set up and Manage Time Off in QuickBooks Time.

If you need to update and keep track of the time spent by your team members, you can use the following articles as references:

• Navigate and use QuickBooks Time timesheets in Time Entries.
• Edit or delete your timesheet in QuickBooks Time Web.
• Edit or delete a timesheet in QuickBooks Time Mobile.

Please feel free to post in the Community if you need further help managing time off codes in QuickBooks Time. We got you covered. Enjoy your day!

I had the same question about the holidays automatically showing up on the employee's timecard.  If this function was unchecked as you say, would this affect the employee's ability to request time their PTO? i.e., sick or vacation?

Let me share some insights about setting off the Time Off function, brothers312.

When you disable the Approval Required option, it impacts employees' ability to request paid time off (PTO) from the administrator. It also applies to All Team Members, since allocated employees will no longer be allowed to change their time off.

Here's an article that discusses in detail the Time Off feature: Set up and Manage Time Off in QuickBooks Time. There, you'll learn how to manage time-off notifications and set time-off preferences.

Additionally, the following link has articles on the various functions of the program, topics about managing employees' time and establishing user permissions, to mention a few: Self-help articles.

Feel free to visit the Community again if need further assistance while working in QuickBooks Time or have additional questions about the Time Off function. I'd be delighted to answer them for you, brothers312.

It seems like Time Off is an all or nothing type feature.

I have employees that accrue time off based on their eligibility date. e.g. 10 hours PTO per month based on their start date.

I also grant them up to 11 paid holidays per calendar year, based on the US federal schedule (e.g. MLK Day Jan 15, Presidents Day,  Feb 19, Memorial Day May 27, etc... They only "earn" them on the actual day that the holiday occurs.  Employees that start mid-year for example, say August 1st,  would only have 5 holidays available to them for the remainder of the calendar year.  

Is there no way to set up both features simultaneously?  A schedule that is assigned for holidays and an accrual for PTO? 

Hi there, @stulk.

I understand the importance of setting up both features simultaneously for holiday and accrual for PTO in QuickBooks Time (QBT). Let me share an insight about this feature you want to have in your QuickBooks account.

Currently, the feature to handle both accruals and holiday schedules simultaneously is unavailable. For now, I suggest sending a feature request. Your feedback will help us improve your QBO Time experience and will be shared with our Product Development Team. 

Here's how:

1. At the upper right, select the Help Icon.
2. Click the Suggest Idea.
3. Enter your comments or product suggestions.
4. Then, click Send Idea to submit a feedback.

Additionally, you may want to consider using a third-party time tracking and management system that integrates with QuickBooks Time to provide more advanced time off management features.

If you need to track and update the time spent by your team members, you can use the following articles as references:

• Navigate and use QuickBooks Time timesheets in Time Entries.
• Edit or delete your timesheet in QuickBooks Time Web.

Please feel free to leave a comment below, if you have any other concerns about PTO or other QB time-related concerns. I'll be here to assist you.