Accruing Mandatory Sick Leave

Some states have implemented mandatory sick leave. The following instructions will walk you through setting up the necessary items, updating payroll templates, and inserting a report to accrue and report these hours.

Set up separate Payroll Items for accrued sick hours and used sick hours.

1. Select Setup Payroll Items.
2. Set up a payroll item for Accrued Sick Hours.
   
3. Lookup - ACC SICK.
4. Description - Sick Hrs. If you enter the same description for the accrued and used hours items the check stubs will display the net total (balance remaining) on one line labeled 'Sick Hrs'.
5. Type - Select Employer Accrual.
6. Amount or % - Enter .0333 if the rule is to accrue 1 hour for every 30 hours worked.  Enter .025 if the rule is to accrue 1 hour for every 40 hours worked.
7. Based On - Select Total Hours Worked. The program will multiply the value entered in the Amount or % field by the Qty entered for all Pay type items with a Pay Class of Regular.
8. Limit or % - Enter the desired limit as a whole number.
9. Limit Type - Select Annual Calendar. 
10. Select Statistic class accounts in the Expense Account and Liability Account fields.
11. Select Sick in the W2 Tracking field.  Leave the W2 Code blank.
12. Set up a payroll item for Used Sick Hours.
    
13. Lookup - USEDSICK.
14. Description - Sick Hrs. If you enter the same description for the accrued and used hours items the check stubs will display the net total (balance remaining) on one line labeled 'Sick Hrs'.
15. Type - Select Employer Accrual.
16. Amount or % - -1.00 (negative 1.00)
17. Based On - Select Item(s) Qty.
18. Click the Items button and select your Sick Pay item from the drop down list. The program will multiply the hours entered for sick pay by -1.
19. Select Statistic class accounts in the Expense Account and Liability Account fields.
20. Select Sick in the W2 Tracking field.  Leave the W2 Code blank.

Add New Items to Payroll Templates

1. Select Setup>Payroll Templates.
   
   
   
2. Insert ACC SICK and USEDSICK items in bottom grid of all applicable Payroll Templates.

Insert Report In Report Group and Set Options

1. Select Reports>Report List.
2. Select desired Report Group.
3. Insert Payroll Items Custom report.
4. Right-Click and select Rename Report. Change the report name to something meaningful and select OK.
   
5. Right-Click and select Report Options. Change the report options as shown below.
   
6. Select OK to save your changes.
7. Print report with report group.