Managing Time Off

How to Manage Time Off in QuickBooks Payroll for Admins, Employees, and Managers Three time off requests came in over the weekend. QuickBooks Payroll now centralizes time off management in one place, with admin approvals, employee self-service requests in the QuickBooks Workforce app, manager visibility for direct reports, and approved time off flowing automatically into the next payroll run. If you've ever asked how to manage time off in QuickBooks Payroll across admins, employees, and managers, this clip walks through the new centralized time off experience for Premium and Elite customers, including the time off overview page, request approval workflow, balance tracking by policy, policy creation and assignment, employee self-service with a balance calculator, manager review for direct reports, and automatic payroll integration. In this clip, you'll learn how to: Centralized time off management (Premium and Elite): View and manage all time off in one place inside QuickBooks Payroll, with an overview page showing pending requests and who is currently out of office, available to Premium and Elite customers. Time off request approval workflow: Approve or deny time off requests from the requests tab, with full request details visible, plus the ability to update statuses individually or review across the company without opening employee profiles one by one. Balance tracking and individual adjustments: View time off balances across your company, filter by time off type like vacation or bereavement, and adjust individual employee balances directly from the balances tab when corrections or one-off accruals are needed. Policy creation and assignment: Create time off policies with different rules for salary and hourly employees, manage policy approvals, and assign or reassign employees to specific policies, all from the policies tab in QuickBooks Payroll. Employee self-service in QuickBooks Workforce: Let employees submit time-off requests from the QuickBooks Workforce app, with a built-in balance calculator that shows how the request will affect their available time off before they submit. Manager review for direct reports: Give managers visibility into pending requests, out-of-office status, and balances for their direct reports only, with email notifications that link directly to the request approval screen. Automatic payroll integration: Run payroll with approved time off automatically applied to the pay period, so vacation, bereavement, and other time-off types flow into payroll without manual entry. Want to learn more? Explore everything QuickBooks builds for accounting firms at https://quickbooks.intuit.com/accountants/intuit-accountant-suite/. #QuickBooksPayroll #TimeOffManagement #QuickBooksWorkforce #QuickBooks #IntuitAccountants