How To Edit An Employees Vacation Accrual Method

Goal

• How to adjust the vacation policy under an Employee Profile

Environment:

• Push Web App

Process:

Paid Out Per Cheque:

1. Click the Employees tab 
2. On the left hand navigation bar, select the appropriate Employee List: Active, Pending, On Leave, or, Inactive
3. Under Search, input the name of the employee
4. Under Edit, click the Person icon that corresponds with the employee
5. Scroll down to Employment Details section
6. Under Vacation Pay, select Paid Out Per Cheque
7. Under Vacation Amount input the percentage
8. Once done, click Update Employee

Banked % of Gross Earnings:

1. Click the Employees tab 
2. On the left hand navigation bar, select the appropriate Employee List: Active, Pending, On Leave, or, Inactive
3. Under Search, input the name of the employee
4. Under Edit, click the Person icon that corresponds with the employee
5. Scroll down to Employment Details section
6. Under Vacation Pay, select Banked
7. Under Accrual Method, click the drop down menu and select % of Gross Earnings 
8. Under Vacation Amount input the percentage
9. Once done, click Update Employee

Banked Hours:

1. Click the Employees tab 
2. On the left hand navigation bar, select the appropriate Employee List: Active, Pending, On Leave, or, Inactive
3. Under Search, input the name of the employee
4. Under Edit, click the Person icon that corresponds with the employee
5. Scroll down to Employment Details section
6. Under Vacation Pay, select Banked
7. Under Accrual Method, click the drop down menu and select Hours
8. Under Annual Vacation Days, input the total days
9. Under Average Hours Worked Per Day, input the total hours
10. Once done, click Update Employee

Additional Information

You have three different ways vacation can be paid to employees, either paid out every payroll/off run, banked dollar amount, or banked hours. 

If you select Banked Hours, you will need to input the total number of days you are giving to the employee in vacation and what is the hours each of those days an employee works (i.e. Annual Vacation days: 14, Average Hours Worked Per Day: 8).

You can set Employee Defaults for Vacation to auto-populate in the Employee Profile when adding a new Employee or inviting a new Employee to Push. This will assist your team if all employees have the same vacation information, as it will not be missed when employees are onboarded. 

Please note, only Super Administrators and Team Administrators who have permission to view and update Employee Vacation Info will be able to make changes.

Related Articles

• How To Generate The Vacation Report
• How To Perform A Vacation Balance Adjustment
• How To Setup Employee Defaults