Version 3.1 by steveny on 2023/05/03 18:17
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1 **Question:** How do I set up to track the available time employees have for Vacation/Sick/Personal?
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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.
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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.
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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"**.
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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.
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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.