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D
dawn ZIM8
January 2, 2024
Question

Keep track of how much holiday employees have taken

  • January 2, 2024
  • 1 reply
  • 0 views

My employees have 21 days holiday to take from 1st January to 31st December.They request holiday on workzone which i then except and can see visually on approved leave. 

is there a way to see a number of how many days they have taken/got left without counting ever staff member. and for them to be able to see how many days they have used/got left on workzone 

1 reply

Clark_B
Clark_B
January 2, 2024

Welcome to the Community, @Dawn11_2.

 

I'd be glad to guide you in tracking how much holiday your employees have taken in QuickBooks Online (QBO).

 

You can run a report to show the current leave balances for each employee.

 

For QBO Advanced Payroll, here's how:

 

  1. Go to Payroll, and select the Reports tab.
  2. Under Payroll, select Leave balances.
  3. Select the following:
  • Date range. Or if you want to select a specific pay run instead, select the arrow icon to switch to the pay run filter.
  • Group by Leave accrual location or Employee default location.
  • Select the employee location
  • Leave type (annual leave or company sick leave)

       4. Select Run report.

 

For QBO Standard Payroll, here's how:

 

  1. Select Reports.
  2. Scroll down to the Payroll section.
  3. Select any of the available reports to view:
  • Annual Payroll Summary
  • Employee Contact List
  • Employee Details
  • Employment Payment Record
  • Payroll Details
  • Recent/Edited Time Activities
  • Time Activities by Employee Detail

 

For future reference, I'll add this article to guide you to apply multiple filters in customizing your reports: Customise reports in QuickBooks Online.

 

Please feel free to leave a comment below, if you have further concerns about running a report or other QBO-related concerns. I'll be here to assist you.

D
Deb2021
June 24, 2024

I have QB Desktop.  Our employees get paid holidays based on the number of years worked.  How can I track how many they have used?  For example.... Sick and vacation can be tracked as to how many hours available and how many hours are used (see attachment) I can also enter how many hours that they have accrued at the beginning of the year and reset them each year (see attachment)   I want to be able to do the same thing for their Holidays.  Every employee gets Thanksgiving and Christmas etc.... but the longer you are an employee the more paid holidays you earn.  How can I track this in QB.  FYI... I already have holiday pay set up in my payroll to pay employees.  I want to track the holiday hours that they have available and have used just like I can with vacation and sick pay. 

G
GenmarieM
June 24, 2024

Managing your employees' accruals is crucial for accurate payroll processing, Deb2021. I'll provide you with some tips to help streamline your workflow.

 

Currently, tracking holiday hours in QuickBooks Desktop is unavailable. If you want this feature to be included in the next update, please provide feedback to our product engineers. This will help them enhance existing features and create new ones to better serve our customers.

 

Here's how:

 

  1. Go to the Help menu at the top.
  2. Select Send Feedback Online.
  3. Click Product Suggestion.

  4. Click on the drop-down for Type of Feedback and select Product Suggestion.
  5. Select the Product Area.
  6. Enter your thoughts and suggestions.
  7. Click Send Feedback.

 

Whether it's about managing your employees, understanding transaction statuses, or any other QuickBooks tasks, feel free to reach out to me again by clicking the Reply below. I'll always have your back.

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