Section 1: Adding default vacation/sick in Payroll Settings - Select Maintain, Payroll, and then click Payroll Settings.
- Select Benefits, Summary of Benefits, Add Another Benefit and then select Vacation or Sick Time. Click OK.
- Enter the appropriate information:
- The number of vacation or sick hours employees are given per year (can be changed later for individual employees)
- Whether the employees receive these hours at the beginning of the calendar year or accrued over each pay period
- Whether the remaining time carries over to the next year
- The maximum number of vacation hours an employee can have at any time
- Click Next. Then click Finish to close the Payroll Settings.
- Go to Maintain, Employees/Sales Reps, and select Vacation/Sick Time tab.
- Enter appropriate information, and then click Save.
Section 2: Setting up individual vacation/sick settings If certain employees have different parameters for their vacation or sick time than the default settings that were set up in Section I, you can change the settings individually per employee. - Go to Maintain, Employees/Sales Reps.
- Select an employee.
- Select the Vacation/Sick Time tab.
- For either Vacation Settings or Sick Time Settings, you can uncheck This employee uses the company default settings and supply your own settings.
- Number of vacation or sick hours per year or per paycheck
- Whether the employee received these hours at the beginning of the calendar year or accrued over each paycheck
- The maximum number of hours for vacation or sick time that the employee can have at any one time
- Once the settings are as desired, click Save to save the employee record. You can modify any other employees' vacation or sick time the same way as needed.
Note: To record used sick or vacation time, see How do I record vacation or sick time hours taken by employees?. [BCB:161:Chat 50 US:ECB]
|