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QuickBooks Time - Managing Holidays

Forum|Forum|5 years ago
June 9, 2021
11 replies
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Hi all

We would like to utilise the programme to manage employees holidays (PTO). Have set up the codes. Each employee gets 20 days holiday per annum. Is there any way to set a limit and ensure their request do not exceed their annual allowance? We're not interested in financials, just ensuring we monitor the days booked off.

QuickBooks Time

Best answer by Candice14

Hey there, @Hazel - AHG.

Thanks for reaching back out and asking another question about paid holidays for your employees. Let me share some light on the subject.

You can set up a time code to be able to give your employees a balance. Once you set up the time code and select "manual," then you'll be able to add the hours. Here's how:

Go to the My Team tab and choose a team member.
Select the Time Off tab> Accrual Ledger.
You can also access this by going to Time Off > Accruals and Balances, then picking the team member name.
Use the Note column to add a reason for the adjustment.
Then, enter a number in the Hours +/- column.
To add hours, type any number (i.e., 8).
To subtract hours, add a negative (-) in front of the number (i.e., -8).
Select Save.

It's that easy. To learn more about setting up and configuring time off accruals, check out this guide.

This should do the trick. Feel free to ask if you have any other questions or concerns about your QuickBooks Time account. Bye for now!

Tori B

QuickBooks Team

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.

Click on Feature Add Ons.
Select Time Off Codes.
Hit the Pencil Icon to edit.
Edit the Settings.

That should do it. Let me know if you have further questions or concerns. Take care and have a great day ahead!

H

Hazel - AHGAuthor

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

Clark_B

QuickBooks Team

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:

At the upper right, select the Help Icon.
Click the Suggest Idea.
Enter your comments or product suggestions.
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:

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.

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