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NancyC1
November 19, 2024
Question

Vacation accrual based on hours worked

  • November 19, 2024
  • 1 reply
  • 0 views

We accrue vacation based on hours worked.  For example our most senior employees accrue 120 hours a year based on hours worked.  Each hour worked accrues .0577 vacation hours.  We have an employee who has taken his full 120 hours as of October.  Once his balance went to zero the system began to accrue additional hours.  He has now accrued a total of 161.43 hours year to date.  He should have not accrued additional hours once he hit the max of 120.  The Vacation Report clearly shows year to date accrual of 161.43 hours, 120 hours taken and 41.43 hours available balance.  He should have ZERO available balance. 

 

Attached is a picture of the pay policy setup as well as the expanded vacation accrual report showing his details to date.

 

I assumed the system used the maximum allowed field and some internal year to date accrued field to limit the year to date accrual to the maximum allowed.

 

How does the per hour worked method actually work and how can I create a plan that works as I've intended? 

    1 reply

    L
    LeizylM
    November 19, 2024

     Let's make sure you'll be able to correct the vacation accrual issue in QuickBooks Online (QBO) Payroll and ensure that your employee's available balance accurately reflects their entitlement, Nancy.

     

    If an employee has already accrued more than the maximum limit, we can manually adjust their vacation balance to correct it. This can be done by editing their profile and changing the available hours to the maximum limit.

     

    Go to the employee’s profile and make adjustments. Here, you can reduce the vacation balance by entering a negative amount equal to the excess accrued hours (in this case, 41.43 hours) 

     

    To learn more about setting up and tracking time off, vacation, and sick pay for your employees, check out this article: Set up and track time off in payroll.

     

    I'll also add these articles to guide you in adjusting or prorating an employee's fixed salary and managing payroll schedules.

     

     

    Have other questions about managing your employee's vacation accrual? Tap the Reply button to send a response. We're fully committed to resolving your concerns and enhancing your experience with QuickBooks Online.

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