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L
lauracpa26-gmail
April 27, 2024
Question

I need to reset my staffs annual leave allowance to their entitlement as our holiday year is 1st April to 31st March. How do I achieve this?

  • April 27, 2024
  • 2 replies
  • 0 views
I don't use accrual but am wondering if I should? Every year I've had to put C some weird high number in to get the employees A/entitlement back to say 20 days for a perm full time member of staff. How do I do this?

2 replies

R
RheaMaeH
April 27, 2024

Hi there, Laura. Thank you for reaching out to the Community.

 

To ensure I can provide an appropriate solution, may I ask what payroll you're using in QuickBooks, a standard or advanced? Any additional information will be much appreciated.

 

To determine which payroll you are using, click on the Payroll tab. If you see two other tabs for employees and payroll, you're using the standard payroll. If no other tabs appear when you click payroll, you're using the advanced payroll.

 

I'll keep an eye out for your response, and should you have further QuickBooks-related concerns, please don't hesitate to include them. We're glad to assist you anytime. Have a great day.

L
lauracpa26-gmailAuthor
April 28, 2024

I'm assuming you mean the left hand side menu - when u select payroll it takes me to the payroll home page where my active employees are listed. Above the list are 5 tabs which are Employees, Pay Runs, Approved Leave, Reports and Payroll Settings. I assumed we use basic but I could be wrong. 

S
Sherrie_F
April 28, 2024

Thanks for getting back to us, Laura.

 

Let me go into detail about this and provide some ways how to reset your staff's annual leave allowance to their entitlement.

 

In QuickBooks Online Advanced Payroll, you don't have to use an accrual leave basis. Instead, you can follow the steps I'll provide to make the adjustment. I'd be glad to show you how:

 

  1. You can create a New Pay Run or make adjustments in the next scheduled pay run.
  2. Open the employee's pay run record by clicking on the employee name within the pay run.
  3. Select the Action button at the bottom right-hand corner of the screen and choose Adjust Leave.
  4. Adjust the Leave appropriately but keep in mind that this is a leave adjustment so a negative adjustment will take leave (this means to reduce the leave balance), and a positive adjustment will add to the leave balance. 
  5. If the Apply Earnings Rules box is ticked, the leave adjustment will create a line in the earnings of the employee indicating that annual leave has been adjusted depending on the leave category settings.

 

Once everything's good, you can leave a note in the Notes For This Payrun section. Moreover, it can now be finalised.

 

Furthermore, I'm adding some resources for you to get a better understanding of how the leave settings work based on their setup: 

 

 

If you have further queries about resetting your employee's annual leave or anything else about QuickBooks, let us know dropping some comments below. I'm looking forward to delighting you again here in the Community. Take care.

L
lauracpa26-gmailAuthor
May 3, 2024

How does this affect the fact i have outstanding requests in the current leave year. I need to run payroll today but there is holiday request that will affect the figures so i know what you are talking about but i had to previously amend their opening balances to get it to the figure it should be and i did try the adjust leave but I don't know what to adjust it to because there are so many leave requests that need to be processed through payroll for April. I was told once to create a new payment schedule and it would reset it all but that didn't work. On 1st April 2024 I want their leave balances to be adjusted back to their years entitlement but you can't do that when its not payday. Although are you now saying that i should have done that on the April payroll run not this one which is year end? Its extrememly complicated and confusing the numbers never match up with their opening balances and it should just clear down for each holiday year and not keep going on the same entitlement like they dont go more. 

J
JoanaC
May 3, 2024

 Adjusting leave doesn't significantly affect opening balances as long as the correct entitlement is adjusted, Laura.

 

The leave balances should make the adjustments in the first payroll run, including April 1st. If they missed that, they can adjust in the current payroll run.

 

I suggest contacting our support for them to further assist you on this.

 

Here's how: 

  1. Sign in to your QuickBooks Online company.
  2. Select Help.
  3. In QB Assistant, enter the topic you need help with. You can also enter questions.
  4. In Search, select Contact Us to connect with a live support agent.
  5. Choose a way to connect with us:
    • Start a chat with a support expert. Live chat all day, M-F.
    • Ask the community to get help from businesses like yours.
    • Call us. M-F, 8:00 AM to 10:00 PM, and S-S, 8:00 AM to 6:00 PM.

 

Let me share these articles that can help you manage your payroll: 

 

 

I'll be here if you still have questions about your payroll annual leave. Have a great day ahead. 

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