Vacation Tracking Setup
Moving around in the payroll wizard
- Employees earn all their hours at one time (for example, at the beginning of the year).
- Employees earn a specified number of hours each payroll period that accrues throughout the year.
When employees go on vacation, the used hours are recorded on their paychecks and subtracted from their total hours allowed or earned. The remaining hours are tracked throughout the payroll tax year.
Note: If you have not subscribed to a Sage Business Care plan (Gold or Platinum) or a monthly subscription, vacation time will not be calculated in Sage 50. You can enter your vacation policy here to keep track of it and to see it on reports. Also, any vacation time entered for an employee on a paycheck will appear on reports.
Setting
up vacation defaults
Answer the questions below on the screen to set up your vacation. If you have subscribed to a Sage Business Care plan (Gold or Platinum) or a monthly subscription, you can use user-maintained payroll formulas to calculate vacation amounts instead, if you want to. You can customize vacation parameters for individual employees in Maintain Employees.
Employees are given: Enter the number of hours employees receive in a year. For example, 40 hours equals one week of vacation
This is the standard number of hours your company gives--or, what most people get. You can make adjustments for individual employees on the Maintain Employees screen.
Employees receive these hours: Check the standard method for determining when vacation hours start to accrue. Again, this is the standard or default method.
Does the remaining time carry over... Check Yes if you allow vacation hours to carry over to the next year, or No if they must be used or lost.
The maximum number of vacation hours an employee can have... If you have a cap on vacation hours, after which they no longer accrue, enter it here. If you have no maximum, leave this field at zero.