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Hazel - AHG
June 9, 2021
Solved

QuickBooks Time - Managing Holidays

  • June 9, 2021
  • 1 reply
  • 0 views

Hi all

 

We would like to utilise the programme to manage employees holidays (PTO).  Have set up the codes.  Each employee gets 20 days holiday per annum.  Is there any way to set a limit and ensure their request do not exceed their annual allowance?  We're not interested in financials, just ensuring we monitor the days booked off.

Best answer by Candice C

Hey there, @Hazel - AHG. 

 

Thanks for reaching back out and asking another question about paid holidays for your employees. Let me share some light on the subject. 

 

You can set up a time code to be able to give your employees a balance. Once you set up the time code and select "manual," then you'll be able to add the hours. Here's how: 

 

  1. Go to the My Team tab and choose a team member. 
  2. Select the Time Off  tab> Accrual Ledger.
  3. You can also access this by going to Time Off > Accruals and Balances, then picking the team member name.
  4. Use the Note column to add a reason for the adjustment.
  5. Then, enter a number in the Hours +/- column.
  6. To add hours, type any number (i.e., 8).
  7. To subtract hours, add a negative (-) in front of the number (i.e., -8).
  8. Select Save.

 

It's that easy. To learn more about setting up and configuring time off accruals, check out this guide.  

 

This should do the trick. Feel free to ask if you have any other questions or concerns about your QuickBooks Time account. Bye for now!

1 reply

Tori B
Tori B
June 9, 2021

Hey there, @Hazel - AHG. 

 

Thanks for reaching out to the Community for support. I hope you're enjoying the day so far. 

 

As long as we have the Allow a Negative Balance unchecked, it won't allow you to go into the negatives. Let's make sure it's unchecked. I've included some steps below to show you how to check. 

 

  1. Click on Feature Add Ons.
  2. Select Time Off Codes. 
  3. Hit the Pencil Icon to edit. 
  4. Edit the Settings. 

 

That should do it. Let me know if you have further questions or concerns. Take care and have a great day ahead!

 

    H
    Hazel - AHGAuthor
    June 10, 2021

    Thanks Tori B.  How do you set limits?  Our employees get 20 paid holidays a year.  How do I enter that?  

    Candice C
    Candice CAnswer
    June 10, 2021

    Hey there, @Hazel - AHG. 

     

    Thanks for reaching back out and asking another question about paid holidays for your employees. Let me share some light on the subject. 

     

    You can set up a time code to be able to give your employees a balance. Once you set up the time code and select "manual," then you'll be able to add the hours. Here's how: 

     

    1. Go to the My Team tab and choose a team member. 
    2. Select the Time Off  tab> Accrual Ledger.
    3. You can also access this by going to Time Off > Accruals and Balances, then picking the team member name.
    4. Use the Note column to add a reason for the adjustment.
    5. Then, enter a number in the Hours +/- column.
    6. To add hours, type any number (i.e., 8).
    7. To subtract hours, add a negative (-) in front of the number (i.e., -8).
    8. Select Save.

     

    It's that easy. To learn more about setting up and configuring time off accruals, check out this guide.  

     

    This should do the trick. Feel free to ask if you have any other questions or concerns about your QuickBooks Time account. Bye for now!

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