Solution Properties
Solution ID:
221924460116258
Last Modified Date:
Wed Sep 06 17:15:54 UTC 2023
Taxonomy Path:
Category//Setup and configuration//Users//Preferences
Author:
[email protected]
How to set up a sick formula based on hours worked and sick hours earned for Salary Employees
Description
This article helps set up a user-defined formula for hourly employees based on the number of hours worked multiplied by the number of Vacation, Sick, or Paid Time Off hours (PTO) earned per hour worked. Use the following steps for: 
      
      Oregon Sick Time law  
      California Healthy Workplace Family Act  
      Massachusetts Earned Sick Time  
      New York City Earned Sick Time  
      Arizona Calculated Sick Time  
      Maryland Healthy Working Families Act  
      Washington Sick Time Law  
      New Mexico Sick Time Law  
        
    For Salary employees, pay types are not valid for the formula and must use a payroll field for tracking values. Refer to How do I setup a basic payroll field for tracking values?.  
    The information and formula configuration is a courtesy to those needing a sick time formula based on hours worked. Sage 50—U.S. Edition support does not assist in the setting up or troubleshooting this or any other custom formula.  
    Before completing this article, the default vacation/sick time settings must already exist within the Sage 50 Company file. Please refer to How to set up vacation or sick time. This accrual method will set up the Sick fields in Employee Defaults after setting up the Sick benefit in Payroll Settings.
Cause
Resolution
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Note: For steps to configure Hourly 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 Hourly Employees

Section 1: Salary Employees Formula:

Note: The formulas accrual amount of 1 hour per every 30 hours worked but can be changed to reflect the accrual amount of your company

  1. Create a Backup, refer to How do I create a backup?.
  2. Set up a new payroll field for tracking values, refer to How do I setup a basic payroll field for tracking values?.
  3. Select File, Payroll Formulas, User-Maintained
  4. Select the SICK_ADD current year formula from the Formula ID list (for example, SICK_ADD 23)
  • Type SICK_AD2 as the Formula ID, and SICK_AD2 XX Formula Name (XX being the current tax year for which the plan applies)
  1. Select these options for the following fields:
    • How do you classify this formula?: Benefit
    • Effect on gross pay: Either subtracts or adds to gross
    • Filing status: All
  2. 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.

    • No Limit Applies

    ANSWER=(XXXX)*1/30

    • Limit Applies

    L=XX; "Maximum hours accrued allowed for one year"
    Y=YTD(SICK_Accrue)-SICK_Accrue; "YTD Hours Accrued"
    R=L-Y; "Remaining Accrual"
    C=(XXXX)*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, E.g., L=48 would cause no more hours to accrue once the employee has accrued 48 YTD hours of sick time.

  1. Replace XXXX with the new payroll field created in Step 2.
  2. Click Save to save your changes.
  3. Click Close.
  4. Follow Section 2.

Section 2: Update formula for Salary Employees

  1. Select Maintain, and then select Employees/Sales Reps.
  2. Highlight one of the salary employees earning vacation hours applicable to this plan.
  3. Select the Vacation/Sick Time tab, select the hyperlink for Current formulas, and then select the SICK_ADD2 formula for the total hours.
  4. Click OK.
  5. Click Save.
  6. Repeat the steps above to set up the remainder of the hourly employees.
  7. Verify calculations with a test payroll entry.



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How to set up a sick formula based on hours worked and sick hours earned for Hourly Employees