Problem:
I want to adjust vacation accrual.
Solution:
Steps:
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- Backup you data as is now before changes:
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- Utilities > backup company data > write down the location and the file name for your references.
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- Go to Reports > Payroll reports > employee year to date
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- .
- Select the employee then preview or print
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- . This report will show the vacation accrued (accrual), vacation paid (pay out) and vacation owed (balance).
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- Go to the
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- top tab under 'Employees'.
- Select Paycard history and select the employee.
- Add a historical record
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- by clicking on the "+".
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- Ensure all the amounts are zero.
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- In the vacation accrued payroll category input the vacation accrual amount. If the owed is a negative amount then the accrual should be a positive amount.
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- In the "Memo .." cell make a note such as vacation adjustment.
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- Go to utilities > integrity check
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- and click continue.
- Check off all the tasks to complete and click process.
- Print year to date for the employee to see the amounts: Reports > Payroll reports > employee year to date.