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. TIP: 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. 1. Hourly employees formula 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. The formula's accrual amount defaults to one hour per every 30 hours worked. You can change it to reflect the accrual amount of your company. - Make a backup of the company.
- Select File, Payroll Formulas, User-Maintained.
- Select the SICK_ADD current year formula from the Formula ID list (for example, SICK_ADD 24).
- Copy and paste one of the following formulas to overwrite the existing one. The formula you use will depend on whether or not your company has a limit to time accrued.
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) Edit the line "L=XX" to include the max number of hours an employee can accrue. For example, L=48 stops accrual for the payroll year once the employee has accrued 48 YTD hours of sick time. - Click Save to save your changes.
- Click Close.
- Proceed to Section 2.
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, then select the hyperlink for Current formulas.
- 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.
The formulas are only for accrual tracking purposes. Click here for the process to pay your hourly employees' for sick time taken. [BCB:161:Chat 50 US:ECB] |