Changes for page Tracking Available Time Off Hours / Days of Employees
Last modified by Peytience S on 2023/11/01 20:12
From version 2.1
edited by christie w
on 2023/02/13 20:02
on 2023/02/13 20:02
Change comment:
There is no comment for this version
To version 4.1
edited by Peytience S
on 2023/11/01 20:12
on 2023/11/01 20:12
Change comment:
There is no comment for this version
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... ... @@ -4,30 +4,44 @@ 4 4 5 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 6 7 -* 8 -** From the **"Main Payroll Navigator"** screen, click on **"Human Resources"** and in the next screen click on the** "Paid Time Off"** tab. 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. 9 9 10 -* 11 -** **Select an employee** from the list. 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. 12 12 13 -* 14 -** From the **"Type"** dropdown, select **"Vacation"**. 21 +---- 15 15 16 -* 17 -** From the** "Link To"**, select your **"Vacation Pay" Income Item** you set up. 23 +== Related Pages: == 18 18 19 -* 20 -** 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. 25 +=== [[Adjusting Available Time Off Hours>>doc:Mac. Paid Time Off ».Adjusting Available Time Off Hours .WebHome]] === 21 21 22 -* 23 -** If employees earn X Hours on Jan 1st or on their Anniversary, then click the **"Options"** button below **"Accrue"**. 27 +FAQ: How do I adjust the Available Hours for Vacation/Sick/Personal for an employee? 24 24 25 -* 26 -** 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"**. 27 -\\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. 28 -\\When you have finished, click **"OK"**. 29 29 30 -* 31 -** 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. 30 +=== [[Negative Available Hours Balance>>doc:Mac. Paid Time Off ».Negative Available Hours Balance .WebHome]] === 32 32 33 -During the year, the **"Available Hours"** will be decreased when an employee uses vacation and increase them based on their accumulation method set up. 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?