Last modified by Peytience S on 2023/11/01 20:12
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christie w 2.1 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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steveny 3.1 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"**.
christie w 2.1 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"**.
steveny 3.1 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.
christie w 2.1 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.
Peytience S 4.1 20
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23 == Related Pages: ==
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25 === [[Adjusting Available Time Off Hours>>doc:Mac. Paid Time Off ».Adjusting Available Time Off Hours .WebHome]] ===
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27 FAQ: How do I adjust the Available Hours for Vacation/Sick/Personal for an employee?
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29
30 === [[Negative Available Hours Balance>>doc:Mac. Paid Time Off ».Negative Available Hours Balance .WebHome]] ===
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32 FAQ: Can an employee have a negative Available Hours balance?
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34
35 === [[Changing the Date for Holidays>>doc:Mac. Paid Time Off ».Changing the Date for Holidays .WebHome]] ===
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37 FAQ: How do I change the date for a holiday?
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40 === [[Setting up Holiday / Sick / Personal Time Income Items>>doc:Mac. Paid Time Off ».Setting up Holiday Sick Personal Time Income Items .WebHome]] ===
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42 FAQ: How do I set up Vacation / Sick / Personal / Holiday Pay Income Item?
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45 === [[Setting up Paid Holidays and Assigning to Employees>>doc:Mac. Paid Time Off ».Setting up Paid Holidays and Assigning to Employees .WebHome]] ===
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47 FAQ: How do I set up paid holidays and assign them to my employees?