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Section 4 - HR PTO tab window
Paid Time Off tab window
Setting up vacation, sick, holiday, and personal time pay
Setting up your payroll program to calculate vacation,
sick, holiday and/or personal time pay is a two step process.
This includes:
- Setting up income items for your vacation, sick, holiday
and/or personal time pay and assigning them to all applicable
employees. For information on how to set up the income items,
please see
Setting up income items
.
- Setting up the calculation method of the vacation, sick,
holiday and/or personal pay for each employee.
NOTE: In this example, we will be setting up the vacation pay.
To set up the Sick and/or Personal pay, follow the same steps
however select the appropriate type (Vacation, Sick, or Personal).
Step 1 - Creating a vacation pay item
Please see
Setting up income items
for the instructions on how to set up the income items.
Step 2 - Setting the vacation time calculations
In the Human Resources tab window,
click the Personal Time tab.
Highlight the New Employee Settings
option in the Employee List to set this up for all new employees.
Alternatively, you can highlight a specific employee.
Set up the vacation time calculations that apply
to all or most of your employees.
- Type
Select the Vacation accrual option. (Available types: Vacation,
Sick or Personal Time. )
- Link to
Select the income item you created for handling vacation pay.
Please see
Setting up paid time off (PTO) items
for information on setting this up.
- Accrue x Time
- Enter the number of hours the employee should earn for every
number of hours/days/weeks/pay period worked.
- Options
Click the Options button to view other setup
options.
- Reduce available hours to
To reduce the number of available hours on a particular
date, mark this checkbox. Enter the number of hours in the
text box and choose the desired date from the pop-up menu.
- Increase available hours by
This option increases the number of available hours on a
particular date. Enter the number of hours in the text box
and choose the desired date from the pop-up menu.
- Hours available should never exceed
This options puts a cap on the number of hours available
to accrue. Enter the desired cap (in hours) in the text
box.
- Allow hours taken to earn more hours
Marking this box will allow an employee's vacation hours
to be used as "worked" hours for the calculation
of other hours.
- Hours Earned/Taken/Available
Enter the number of hours that are currently available for
use.
To set up your Holiday pay, mark the Include
holiday time checkbox and select the income item from
the pop-up list.
Click the Options button to open
the Holidays Preferences window (also available by selecting
Program (program name)> Preferences).
Mark the checkbox next to the holidays observed
The dates for the ten "fixed" holidays
default in for the current year, but they can be edited in the
text field to the right of the appropriate holiday. To unassign
a holiday, click the checkbox to the left of the holiday.
To add any additional holidays that are not displayed
in the Holiday preferences window, click the Create Additional
Holidays button.
In the Additional Paid Holidays
dialogue, mark the textbox next to the holidays that you want
to active, and then enter the text to print on the checkstubs
and reports, the date (MM/DD/YY) and how many hours to pay for
the holiday.
Click the OK button to save the
additional holidays or click the Cancel button
to return to the Holiday Preferences window.
Marking the Automatically assign holiday
hours checkbox will automatically assign and pay the
holiday pay for the pay period that the holiday
Mark the Auto assign to salaried employees
only checkbox to assign the holiday pay to only those
employees who have been set up as salaried.
NOTE: If you need to include personal time and/or
sick pay in your payroll, complete the same steps changing the
options as needed.
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