Assign vacation or sick leave policies to an employee

Have you set up vacation or sick leave policies for your company? If not, do that first. Then when you add new employees, you'll see your policies when you choose pay types. That makes it easy to assign policies to them. Of course, you can always create new policies on the fly as you add an employee.

Assign vacation pay policies to an employee

  1. In the left navigation bar, click Employees.
  2. Click an employee's name, and then click Edit employee.
  3. Click the pencil icon under What is the employee's vacation policy?.
  4. Select the employee's vacation policy, select the accrual period if there is one, and then enter how many hours are earned.
  5. Click OK, and then click Done.

Assign sick pay policies to an employee

  1. In the left navigation bar, click Employees.
  2. Click an employee's name, and then click Edit employee.
  3. Under How much do you pay this employee? click Add additional pay types if you haven't selected any other pay types, or click the pencil icon if you have.
  4. Select the Sick Pay checkbox.
  5. Select the policy to assign from the drop-down.
  6. Optionally, enter the current balance for each policy.
  7. Click Done.

See also

 


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