When integrating Planday with a payroll system like Sage50 or Quickbooks, you will need to input holidays a little bit differently. To send leave data over to your payroll system, there will need to be data on the schedule. This will mean creating a shift, marked with an absence Shift type, so it will be sent over to your payroll system.
Here are some steps to follow to make sure leave data is being sent over.
Creating your leave accounts
Go to Settings > Leave & Overtime (or Absence, Overtime, Vacation) > Policies and create your leave policies as normal. Then, create leave accounts for your employees, based on these policies. You can use both fixed and accrued accounts, for your salaried and hourly employees. These will still form the basis of your absence system, allowing you to book holidays and keep track of both absence and accrued accounts for your employees.
Create a Shift type
Go to Settings > Schedule > Shift types, and create a Shift type to use when creating absence shifts on the schedule. Give it a name and set the rate to 100%. The salary code is important, as this is what will connect this Shift type to your payroll system:
For this example, let's say that the element and the leave type are both set to the salary code 2. Your Shift type should then look like this:
If you’re using the Xero payroll integration, you need to map your Planday holiday shift types to your Xero Leave types. Click here for more details.
Once the Shift type is created, you are ready to apply it to shifts on the Schedule, which will be how we send the holiday data to your payroll system.
You will use Planday to keep track of your leave balances and your leave requests. All leave requests will come through Planday first, and then on to the payroll system.
The process for both requesting and approving leave will be the same as normal, for both fixed and accrued leave accounts. Leave will be requested by the employee and approved by the manager through Schedule > Leave requests.
For more information on leave requests and approvals, have a look at this guide.
Sending leave data to your payroll system
As the leave request on its own has no links to Payroll, you will need to make that connection through Shifts from your Schedule. That way, the correct payment will register automatically.
Go to the Schedule > Employee view and find the leave request. Remember that you can use Filters to see only the employees you need. The view should look like this:
For each day of the leave period (marked in the Schedule), you will need to create a Shift that uses the Shift type you created before.
The Shift will need to have a Start and End time that corresponds to the number of hours deducted from the leave account balance for that day.
In the example with the 40 hours/week employee, each Shift would be 8 hours long.
When you've finished creating Shifts (of the Holiday Shift type), your schedule should look like this:
As you can see on the left-hand side, underneath the employee's name, they now have 40 hours of leave time registered for this week, which will automatically be reported to Payroll.
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