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W
WSP Emma
May 31, 2024
Question

Negative PTO

  • May 31, 2024
  • 1 reply
  • 0 views

When an employee goes into negative PTO in Quickbooks Time, does that affect their pay at all?

1 reply

S
ShangY
May 31, 2024

Hello, Emma.  Let me answer your question and provide details on how we can set up your employee's negative PTO without affecting their pay in QuickBooks Time.

 

Yes, if your employee's PTO goes negative, it will impact their pay. However, if you turn on the Allow Negative Balance and Use it or Lose it tab, you can allow team members to request PTO even if it becomes negative. Here's how:

 

  1. From the left pane, select My Team.
  2. Choose an employee, then select Time Off.
  3. Select the accrual type next to the time off code in the Accruals column.
  4. Choose the accrual type in the Accrual Settings drop-down.
  5. Tick the Use it or lose it box.
  6. Select Hire Date.
  7. Fill out the rest of the accrual settings.
  8. Tick the Allow a Negative Balance box.
  9. Once done, Click Apply.

 

See the screenshot below:

 

 

In addition, if you want to see the total hours tracked against each customer and which employee worked on each one, check this article: Run the itemized total time report for QuickBooks Time.

 

Let us know if you have further questions about setting up your employee's PTO or any other concerns within the program. We're always here to help. Have a good one.

W
WSP EmmaAuthor
May 31, 2024

We already have "Allow negative balance" activated, but not "use it or lose it" (per our company policies).

 

I'd like to have someone temporarily go into the negative but have it not impact their paycheck. Is that not an option?

R
rvrfrf
May 31, 2024

Thanks for following up with the Community, WSP Emma.
 

I can certainly understand how an ability to have a team member have negative paid time off (PTO) that doesn't affect their paycheck could be useful and have submitted a suggestion about it as of today.
 

You can also submit your own feature requests while signed in.
 

Here's how:
 

  1. Sign in to QuickBooks Time.
  2. Go to Help.
  3. Click Suggest Idea.
  4. Enter the details of your feedback/feature request.
  5. Select Send Idea.

 

You can also submit feedback through QuickBooks Workforce:
 

  1. In the app, go to Setting or More, then Settings.
  2. Tap Help & Support.
  3. Hit Suggest an idea.
  4. Enter your feedback and select Send feedback.

 

I've also included a detailed resource about working with time off which may come in handy moving forward: Set up & Manage Time Off
 

If there's any additional questions, I'm just a post away. Have an awesome Friday!

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