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October 23, 2020
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Pay Categories in Employee Portal for leave requests

  • October 23, 2020
  • 1 reply
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In the employee portal, when selecting leave request (apply for leave), there is only the option to choose Annual Leave and Personal leave. What do I need to do, so that other pay categories can also be selected. I would like to add Leave without pay and compassionate leave. 

Best answer by RenjolynC

I have enabled in the employee profile, 4 leave categories (AL, PL, LSL and Leave without pay) by selecting the 'can apply for leave'. Yet in the employee portal, there is only the option of two (AL and PL) when requesting leave. 

 


Thanks for coming back here, Karen456.

 

You can apply a leave application when you create a new pay run. The option will appear appear under the Weekly Period Ending heading.

 

Here are the steps:

 

  1. Go to the Dashboard on the left panel.
  2. Select the New Pay Run button to the right of screen.
  3. Follow the on-screen instructions in creating the payroll.

For reference, you can read this article: Apply a Leave Application to a pay run in QuickBooks Online Advanced Payroll.

 

If the leave categories are still not showing up, I recommend reaching out to our Customer Care Team. They can pull up your account and check what's causing the leave to be missing.

 

Before doing so, please check our support hours here. Then, follow these steps:

 

  1. Click the Help icon located in the upper right-hand corner.
  2. In the Help window, click the Contact Us button located at the bottom.
  3. Enter your question and click Let's talk.
  4. Choose either Start a chat or Call us.

If you have the new QuickBooks Assistant help update, you can follow these steps:

 

  1. Go to the Help menu, and select Talk to a human.
  2. Choose Talk to a human again. 
  3. Proceed with I still need a human.
  4. Click the Contact us link.
  5. Select either Start messaging or Get a call.

 

 

Please let me know if there's anything else you need or other concerns with QuickBooks Online. I'll be around to help you out again.

1 reply

October 23, 2020

I've got the steps you'll need so you can add other pay categories to your payroll, Karen456.

 

I'll walk you through the process. Here's how:

 

  1. Go to the Settings icon and choose Payroll Settings.
  2. From the left menu, select Leave Categories.
  3. Click the Add button at the top right.
  4. Enter the needed information.
  5. Select Save.

Please be reminded that these settings will only apply automatically to new employees who are added to your payroll. 

 

For more details, check out our detailed guide on Leave Categories in QuickBooks Online Advanced Payroll.

 

I'll be right here if you have any additional questions.

Karen456Author
October 23, 2020

So we are unable to update the employee portal with extra leave categories, for existing employees?

AlexV
October 23, 2020

Good day, Karen456.

 

All new leave categories won't automatically apply to those existing employees. You will also need to make the same adjustments on each employee's, leave allowances page.

 

Please check this link for more details: Leave Categories in QuickBooks Online Payroll.

 

We're here if you need anything else. Stay safe!