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lianne-cana-net-
August 13, 2024
Question

How do I change our Personal Leave category from accruing on an ongoing basis to accruing in advance? Manager has said it's ok if some extra leave is added as a one-off.

  • August 13, 2024
  • 1 reply
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Could I change the Employee leave year to be a standard yearly date for all staff (rather than employee start date) so all existing staff receive their accruals upfront on a set date? Or could I create a new Personal/Sick leave Accrued in Advance category based on employee start date and just move staff over to that new category on their anniversary dates?

1 reply

I
IntuitSheila
August 13, 2024

Thanks for posting in the Community, Lianne.

 

Either option works if you want to update the employees Personal Career's leave to accrue in advanced. First, you need to check the employee's leave allowances set up and update their current set up.

 

  1. Click on Payroll tab.
  2. Click on the employee from the list.
  3. Click on Leave Allowances.
  4. All employee leave categories will show up here. Scroll down to the leave category you wanted to edit to accrue in advanced.

You can also check this link to learn more about: How to Add Leave Categories in QuickBooks Payroll.

 

And if you need more help with your leave category, I recommend contacting our Customer Care  Team. That way, they can check your current set up in a secure form.

 

Post again in the Community if you have other questions. 

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