Last modified by Peytience S on 2023/11/01 20:12
From version 1.1
edited by christie w
on 2023/01/18 03:26
Change comment: There is no comment for this version
To version 4.1
edited by Peytience S
on 2023/11/01 20:12
Change comment: There is no comment for this version

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1 -XWiki.christiew
1 +XWiki.peytiences
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1 +**Question:** How do I set up to track the available time employees have for Vacation/Sick/Personal?
2 +
3 +**Answer:** Once you have set up the** "Income Item"**, you can set payroll to keep track of the available hours employees have for Vacation, Sick and Personal Time.
4 +
5 +You will need to know how employees earn, or accrue, their hours available, for example do they earn 40 hours per year on Jan 1st, or they earn X hours for each Pay Period or for Y hours worked. All are set up in the same manner and the steps below go through setting up the available Vacation Hours.
6 +
7 +* From the **"Main Payroll Navigator"** screen, click on **"Human Resources"** and in the next screen click on the** "Paid Time Off"** tab.
8 +* **Select an employee** from the list.
9 +* From the **"Type"** dropdown, select **"Vacation"**.
10 +* From the** "Link To"**, select your **"Vacation Pay" Income Item** you set up.
11 +* If employees earn/accrue X hours for every Y Pay Period or Hours, enter them under the **"Accrue"** section. As the employee is paid during the year hours employees earn will be added to their Available Hours as specified.
12 +* If employees earn X Hours on Jan 1st or on their Anniversary, then click the **"Options"** button below **"Accrue"**.
13 +* Click on **"Increase Hours Available"** and enter the hours to be added into the** "Available Hours"** and from the **"On"** menu choose when to have the hours added to their **"Available Hours"**.
14 +\\If there is a maximum amount of hours any employee can have available then click the **"Available Hours"** should never exceed and enter the amount.
15 +\\When you have finished, click **"OK"**.
16 +
17 +* In the **"Available"** box, enter the hours the employee has available now, then click the** "Save"** button on the tool bar and** repeat for employees** as necessary.
18 +
19 +During the year, the **"Available Hours"** will be decreased when an employee uses vacation and increase them based on their accumulation method set up.
20 +
21 +----
22 +
23 +== Related Pages: ==
24 +
25 +=== [[Adjusting Available Time Off Hours>>doc:Mac. Paid Time Off ».Adjusting Available Time Off Hours .WebHome]] ===
26 +
27 +FAQ: How do I adjust the Available Hours for Vacation/Sick/Personal for an employee?
28 +
29 +
30 +=== [[Negative Available Hours Balance>>doc:Mac. Paid Time Off ».Negative Available Hours Balance .WebHome]] ===
31 +
32 +FAQ: Can an employee have a negative Available Hours balance?
33 +
34 +
35 +=== [[Changing the Date for Holidays>>doc:Mac. Paid Time Off ».Changing the Date for Holidays .WebHome]] ===
36 +
37 +FAQ: How do I change the date for a holiday?
38 +
39 +
40 +=== [[Setting up Holiday / Sick / Personal Time Income Items>>doc:Mac. Paid Time Off ».Setting up Holiday Sick Personal Time Income Items .WebHome]] ===
41 +
42 +FAQ: How do I set up Vacation / Sick / Personal / Holiday Pay Income Item?
43 +
44 +
45 +=== [[Setting up Paid Holidays and Assigning to Employees>>doc:Mac. Paid Time Off ».Setting up Paid Holidays and Assigning to Employees .WebHome]] ===
46 +
47 +FAQ: How do I set up paid holidays and assign them to my employees?