Mikaela (6/2/2025, 11:45:30 AM): Hi Michael, Thank you for contacting Paycor. My name is Mikaela, how may I help you today? Michael (6/2/2025, 11:45:53 AM): I need to know how the hoilday time is added to the payroll. Mikaela (6/2/2025, 11:48:20 AM): Good morning! I understand and I will be happy to assist. Please give me just a moment to confirm your account. Michael (6/2/2025, 11:50:46 AM): i'm still here. Michael (6/2/2025, 11:51:31 AM): Something at the top popped up asking if I was still here. :) Mikaela (6/2/2025, 11:52:13 AM): Thank you for your patience! Have you already set up the earning code? Michael (6/2/2025, 11:52:59 AM): It looks like Paycor set something up for holidays back in January. But this is the first holiday that has come up since then. Michael (6/2/2025, 11:53:40 AM): Which is why I am not familiar with how that works. Mikaela (6/2/2025, 11:54:10 AM): Got it! I understand. It seems that you would need to set it up in holiday policies next so let's go over that Michael (6/2/2025, 11:54:32 AM): Ok. Mikaela (6/2/2025, 11:54:41 AM): Nevermind, that is also already taken care of! Mikaela (6/2/2025, 11:54:45 AM): Let me check one more item Mikaela (6/2/2025, 11:55:25 AM): Are you wanting it to appear on the employee's time off plans or only for the paygrid? Michael (6/2/2025, 11:56:05 AM): I guess I'm not sure which is better. I just want to make sure people are paid for it one way or another. Mikaela (6/2/2025, 11:57:12 AM): Since they already have the policy and the earning code set up, it should automatically appear in the time card. Are you specifically checking for July 4th? Michael (6/2/2025, 11:57:16 AM): Obviously, this would be for the hourly people. Michael (6/2/2025, 11:58:13 AM): No. I am looking for Memorial Day to show up in there. It doesn't automatically add the hours. Does it show up after you submit the regular hours? Mikaela (6/2/2025, 11:58:24 AM): Have you tried recalculating the time card? Mikaela (6/2/2025, 11:58:37 AM): Can you also provide me an employee example so I can check their settings? Michael (6/2/2025, 12:00:38 PM): You can use Amber Blais. She worked all of the other days. Mikaela (6/2/2025, 12:01:04 PM): Did she work on Memorial day as well? Michael (6/2/2025, 12:01:58 PM): No. I am the only one who worked, and it was just to submit the payroll. I should also get my holiday pay added in. Mikaela (6/2/2025, 12:01:58 PM): Okay I think I see the issue Mikaela (6/2/2025, 12:02:15 PM): The policy is set up correctly but the time off plan is not created so let's do that first so that it calculates Michael (6/2/2025, 12:02:35 PM): Ok. I'm not sure how to do that. Mikaela (6/2/2025, 12:02:37 PM): This is a process though so please bare with me Michael (6/2/2025, 12:02:49 PM): Ok, thanks Mikaela (6/2/2025, 12:03:06 PM): First, go to time > time settings > time off types > select + new type, then name it Holiday, and choose the earning code HOL Michael (6/2/2025, 12:04:29 PM): Done Mikaela (6/2/2025, 12:05:11 PM): Awesome, now go to time > time settings > time off plans Mikaela (6/2/2025, 12:05:20 PM): Then add a new plan and choose the type you just created for Holiday Michael (6/2/2025, 12:07:04 PM): I see it in the types but it is not showing in the plans Mikaela (6/2/2025, 12:09:11 PM): Yes because it needs to be added first, are you on time off plans? Michael (6/2/2025, 12:11:33 PM): I am. I added and edited the type to have Regular hours. Was that right? Michael (6/2/2025, 12:11:44 PM): That was under type. Michael (6/2/2025, 12:12:57 PM): I see it now when I add the plan. Michael (6/2/2025, 12:13:39 PM): I put January 25, 2025 because that is the date that was there when it was added. Is that right? Mikaela (6/2/2025, 12:14:08 PM): Perfect, the next step will now be assigning to all employees who are hourly, you would do this in the plan itself, then click the Assign Employees tab Mikaela (6/2/2025, 12:14:38 PM): Yes, that works but did you set your benefit year as the first of the year? Michael (6/2/2025, 12:15:39 PM): Not sure. Where is that? Mikaela (6/2/2025, 12:15:59 PM): In the general info spot, it will say "benefit year start" Michael (6/2/2025, 12:17:45 PM): I don't see that. Mikaela (6/2/2025, 12:17:57 PM): What page are you on? Mikaela (6/2/2025, 12:18:31 PM): I show that it is January 1st so it is good to go Mikaela (6/2/2025, 12:18:38 PM): The next step is to assign employees Michael (6/2/2025, 12:18:45 PM): I am just looking at the drop down on the left side Michael (6/2/2025, 12:19:20 PM): I just need the hourly employees set for it. Mikaela (6/2/2025, 12:20:05 PM): Yes, so click on the Assign employees tab and then click + Employees and check all of the employees that need to be added to this plan Michael (6/2/2025, 12:20:48 PM): Assign employees under what tab? Mikaela (6/2/2025, 12:20:58 PM): Are you on the time off plan for Holiday? Michael (6/2/2025, 12:21:07 PM): Yes Mikaela (6/2/2025, 12:21:14 PM): Okay so click on Assign employees Mikaela (6/2/2025, 12:21:23 PM): It is the last step on the line Michael (6/2/2025, 12:22:26 PM): Got it. Mikaela (6/2/2025, 12:24:05 PM): Once you have done that, it may take an hour to sync or so but it will start showing up on the time accruals Mikaela (6/2/2025, 12:24:10 PM): On their time card Michael (6/2/2025, 12:24:15 PM): Next are the Accrual rules. That wouldn't apply, correct? Michael (6/2/2025, 12:24:56 PM): Or do I need to do something there? Mikaela (6/2/2025, 12:26:01 PM): Are you planning to give them a set number of hours for Holiday or is it only for when needed? Michael (6/2/2025, 12:26:02 PM): It let me push forward a couple of tabs. Michael (6/2/2025, 12:26:28 PM): If they are full-time, then they would get 8 hours added. Mikaela (6/2/2025, 12:27:47 PM): Got it, then yes, click on add hourly or calendar rule- hourly is they accrue after x amount of hours worked, and calendar is when you give them a flat rate for the year Michael (6/2/2025, 12:30:11 PM): So I selected Calendar and used "Holiday Yearly" for the name. Is that ok? Michael (6/2/2025, 12:31:03 PM): I need to step away from my computer for a couple of minutes. Please hold. Mikaela (6/2/2025, 12:32:05 PM): If you would like, we can follow up with you in an hour or so. We do need to engage in real time here so if you are away for more than 4 minutes I will need to end the chat so I can continue to assist other clients. I will email you once the chat ends. Michael (6/2/2025, 12:33:50 PM): I am here. Michael (6/2/2025, 12:35:01 PM): I haven't gone forward yet with what I selected (as above). Should I go with that? Mikaela (6/2/2025, 12:35:18 PM): Yes, that works! Michael (6/2/2025, 12:36:15 PM): I am seeing a yellow triangle at the top under Accrual Rules Mikaela (6/2/2025, 12:36:35 PM): Did you save it? Michael (6/2/2025, 12:38:21 PM): It is greyed out Mikaela (6/2/2025, 12:38:39 PM): Did you make sure to fill out all required fields? Michael (6/2/2025, 12:38:48 PM): Well it shows the circle with the line through it. Mikaela (6/2/2025, 12:38:59 PM): Did you name it? Mikaela (6/2/2025, 12:39:09 PM): The next thing to do is to click + Milestone Mikaela (6/2/2025, 12:39:48 PM): https://knowledge.paycor.com/accruals/paycor-accruals-configuration-guide-for-administrators Mikaela (6/2/2025, 12:40:04 PM): This article might help explain everything a bit better. It is a process so please review this Michael (6/2/2025, 12:40:57 PM): I did the milestone Mikaela (6/2/2025, 12:41:08 PM): Perfect, select Add then it will let you save Michael (6/2/2025, 12:41:44 PM): Next is Automatic Payout. Mikaela (6/2/2025, 12:41:54 PM): You can skip that Mikaela (6/2/2025, 12:41:57 PM): It is not necessary Michael (6/2/2025, 12:42:42 PM): Ok. It looped me back into Employees Mikaela (6/2/2025, 12:43:22 PM): Great, now click save at the bottom and then go to one of the employee's profiles Michael (6/2/2025, 12:43:35 PM): I synced it and moved forward. Mikaela (6/2/2025, 12:43:50 PM): Click time card and recalculate it and then see if it has updated in their time card Mikaela (6/2/2025, 12:43:59 PM): If not, you may need to give it an hour to resync Michael (6/2/2025, 12:44:59 PM): It still has the yellow triangle at the top under the Accrual Rules Mikaela (6/2/2025, 12:45:57 PM): It is because the milestones weren't saved yet Mikaela (6/2/2025, 12:46:11 PM): I refreshed and it is not there Michael (6/2/2025, 12:48:03 PM): Ok. I added 0 hours per month under the milestone. Is that correct? Mikaela (6/2/2025, 12:48:49 PM): No it should be 8 hours righT? Michael (6/2/2025, 12:50:11 PM): They should just get 8 hours per holiday. But it would be a set amount, not anything that accrues on hours worked.Is that what that it is trying to accomplish and/or determine? Mikaela (6/2/2025, 12:51:14 PM): Yes, I believe so Michael (6/2/2025, 12:51:26 PM): The yellow triangle did turn into a green check but I'm not sure if it is set right. Mikaela (6/2/2025, 12:51:40 PM): I will check Mikaela (6/2/2025, 12:52:47 PM): Essentially you would select per year depending on the number of holidays there are Michael (6/2/2025, 12:53:00 PM): Where is that at? Mikaela (6/2/2025, 12:53:45 PM): Nevermind, that is fine the way it is Mikaela (6/2/2025, 12:54:08 PM): Let's just check to see if it has synced yet, so go to one of the hourly employees and recalculate their time card Michael (6/2/2025, 12:55:33 PM): Do I do that in the weekly timecard? Mikaela (6/2/2025, 12:56:04 PM): Yes, just in the employee time card Michael (6/2/2025, 12:56:14 PM): I'm under Time Dashboard under Pay Period. Mikaela (6/2/2025, 12:56:15 PM): But if it is not there yet, then that just means it has not yet synced over Mikaela (6/2/2025, 12:56:37 PM): Go to an individual employee's timecard instead. This will show you if it has synced Mikaela (6/2/2025, 12:56:47 PM): To recalculate the time card, go to People > All People, select the employee, and then go to Time > Time Card. From there, select Action > Recalculate. Michael (6/2/2025, 12:56:52 PM): I can add the hours manually but it would not show holiday hours. Michael (6/2/2025, 12:58:34 PM): Yes. It is still not there. Mikaela (6/2/2025, 12:58:56 PM): Okay let me send this off to our additional support Mikaela (6/2/2025, 12:59:00 PM): They will need to review further Mikaela (6/2/2025, 12:59:16 PM): After our initial research, this item will require me to create a support case for our Case Support team to further investigate. I have created case 10601627 and they will follow up with you via email: michaelb@llpsinc.com as soon as they are able. Is there anything else I can assist you with at this time? Michael (6/2/2025, 12:59:20 PM): I have not submitted the payroll yet. I am looking at last week's hours Michael (6/2/2025, 1:00:41 PM): I need to have the payroll in before 3pm today so that it can be ready for the DD on Wednesday. Will they get back with me in time for that? Mikaela (6/2/2025, 1:01:04 PM): I understand. Since it is payroll urgent, I will mark it as high priority so they can review quickly for you. But if you do not want to wait, I completely understand and you can add them manually in the meantime. Michael (6/2/2025, 1:02:53 PM): I can give it a little while. We don't have a lot of people on the payroll right now, as many are laid off for the Summer. So it wouldn't be a big deal if I had to add those few. Mikaela (6/2/2025, 1:04:48 PM): Okay no problem! I will still get this over to them so they can assist in how to ensure that these hours are calculating correctly! Michael (6/2/2025, 1:05:13 PM): Sounds good. Mikaela (6/2/2025, 1:05:14 PM): Is there anything else I can help you with today, or have I resolved all of your concerns? If you don't need any other assistance, I will go ahead and end our chat session. For your reference, this case number is 10601627. As always, we appreciate your business and for choosing Paycor as your HCM partner. Have a great day! Mikaela (6/2/2025, 1:05:16 PM): I wanted to make sure you were aware, you have the ability to save our chat transcript: 1. During the chat, click the menu icon 2. Select "Save Transcript" to save the conversation as a text file. 3. The file will be downloaded to your computer, typically in the "Downloads" folder. You'll also be given the option to save the transcript once our chat ends. For more information, please see the guide below: https://knowledge.paycor.com/help-for-administrators/paycor-support-center-chatting-with-an-advocate