Pay out a vacation balance
If you’ve been accruing vacation pay using the Vacation Pay Earned (Accrued) payroll instruction, the system tracks a balance owed to the employee. You can pay out this balance using the Vacation Pay Paid payroll instruction.
You can pay out a portion or the full balance. If paying out the full balance, it will also include any vacation earned in the current pay run. The total payout will be recorded in box 17 on the ROE.
1. Ensure the employee has the Vacation Pay Paid payroll instruction.
If you haven’t used Vacation Pay Paid before, you may need to add it to your organization. See how to add a payroll instruction and how to organize payroll instructions for details.
This payroll instruction must also be enabled for each employee. See how to manage employee payroll instructions or contact Rise support to enable it for all employees in bulk.
2. Create a pay run for the vacation payout.
This can be a regular or ad-hoc pay run. Learn more about creating a regular pay run and creating an ad-hoc pay run.
3. Open the Input Sheet and click Add Payroll Instructions.
4. Add Vacation Pay Paid to the Input Sheet.
In the pop-up window, move Vacation Pay Paid to the right using the arrows or by double-clicking it. Click Add to confirm.
5. Wait for the pay run to process, then return to the Input Sheet.
6. Find the employee on the Input Sheet.
Use the filter function to locate the employee quickly.
Important: If the input cell and checkmark are missing for this employee, go back to Step #1 and confirm the payroll instruction is enabled for them.7. Pay out the balance.
- To pay a portion, enter the amount in the Input Sheet.
- To pay the full balance, tick the checkbox next to Vacation Pay Paid. This grays out the entry field and applies the full balance.
Note: Any vacation pay accrued in this pay run will also be paid out.8. Verify the amount by previewing the employee’s pay stub.
See how to preview a pay stub for more details.
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