Example of Banked Sick Pay Accrual based on Dollars in Canadian Payroll

Applies to: Dynamics GP 2010Dynamics GP 2013Microsoft Dynamics GP 2015

Banked sick time –  

Basically, sick time will be banked.  Then you will set up a relief code to use the banked time.  Please see the below screenprints:

  1. Set up a banked sick pay code.  (Tools/setup/Payroll-Canada/Banked Paycodes).  The banked code is what is going to add the accrual information to the banked display window on the employee.   So a transaction entered with this code will add a line to the banked display window.

With this window open, click on Help/About this window, to learn more about the options in this window.   

*Calculate Based On:   Select Dollars or Units.   Dollars will use a dollar value, and units will use a percentage.


2.  Then set up a relief income code to be used against the banked time.  This code will be an Income Code with a reference of Banked Sick Pay.   (Tools/Setup/Payroll Canada/Income Code)  This code will be used to remove time from the banked display window.

3.            Under Tools/Setup/payroll Canada/Control/Banked, set up your banked options for either Stat time, Sick Pay, Overtime or Leave:

  1. Under Cards/Payroll-Canada/Employee/VacSick tab, you have two options for the employee:

These option will accumulate banked sick pay for the employee, and if it should accrue to GL.

  1. On the employee’s paycode tab, assign the BSICK and BSICKR codes to the employee.  Then click on “update” for this code and enter the information.  I set my code up to calculate on ‘dollars‘ so he will get 1 unit for $20 when he accrues. ( If you had selected to calculate on ‘units’, then the percentage would be used instead.)

  1. On the employee’s banked tab, this employee does not have any at this point:

  1.  Then I will calculate a salary payrun for this salaried employee.
  2. Now on the employee’s Banked tab, you can see he got 1 unit for $20.00.

  1.  Since this is a banked code, if I key a quick transaction for 1 unit for $20.00 for 6/1/2017, then it adds it to the banked time and the banked window will show this:

Note:  You can add or delete to the banked code right in this window.  (If you are also accruing to GL, then it will not let you add this way.)  You can delete a line item in this window

  1.  To use up the banked time, you can key a transaction against the relief code. So when a user takes the time, it will be entered using the income code.  Below I keyed  a quick transaction against the BSICKR relief code for $20.  But you can see when I did the payrun for it, another accrual processed again for the BSICK code.

The advice slip shows:

So now you can see in the banked window, it took away one line (netted the 6/1/2017 line against the BSICKR used code).  Now it added back the new accrual for $20, and still have one remaining line for $20 carried over from before.  Unfortunately, it does not track the ‘in and out’ of the used up transaction (so the 6/1/2017 transaction is just removed, but it does show on the advice slip).   


The End.