Note: Before completing this solution, the default vacation/sick time settings must already exist within the Sage 50 Company file. Refer to How to set up vacation or sick time.
Note: For steps to configure Salary Employees payroll formula for sick hours earned, refer to How to set up a sick formula based on hours worked and sick hours earned for Salary Employees.
Section 1: Hourly Employees Formula:
Note: The formula for hourly employees refers to the default system-generated pay types, Regular and Overtime. Replace or add any special pay types as needed for hours worked within the formula.
Note: Th e formula's accrual amount of 1 hour per every 30 hours worked but can be changed to reflect the accrual amount of your company.
- Create a Backup, referring to How do I create a backup?.
- Select File, Payroll Formulas, User-Maintained
- Select the SICK_ADD current year formula from the Formula ID list (for example, SICK_ADD 22)
- Copy and paste the following formula to overwrite the existing one present based on the limit or no limit as it pertains to the plan.
ANSWER=(Regular+Overtime)*1/30
L=XX; "Maximum hours accrued allowed for 1 year"
Y=YTD(SICK_Accrue)-SICK_Accrue; "YTD Hours Accrued"
R=L-Y; "Remaining Accrual"
C=(Regular+Overtime)*1/30;
A=If(C<R,C,R); "Accrual this check"
ANSWER=If(R<=0,0,A)
Note: Edit the line "L=XX" to include the max number of hours an employee can accrue, for example, L=48 would cause no more hours to accrue once the employee has accrued 48 YTD hours of sick time.
- Click Save to save your changes.
- Click Close.
- Proceed to Section 2.
Section 2: Update formula for Hourly Employees
- Select Maintain, and then select Employees/Sales Reps.
- Highlight one of the hourly employees earning vacation hours applicable to this plan.
- Select the Vacation/Sick Time tab, select the hyperlink for Current formulas, and then select the SICK_ADD formula for the total hours.
- Click OK
- Click Save
- Repeat the steps above to set up the remainder of the hourly employees
- Verify calculations with a test payroll entry
Note: Formulas created are only for accrual tracking purposes. To pay your hourly employees' for sick time taken, please refer to How do I pay employees for vacation or sick taken?.