When you first sign up for Humi Payroll, you're required to enter your employees' Year-to-Date information so that we can keep accurate records and calculate payrolls correctly.
Similarly, you must also enter your employees' Vacation Starting Balances so that Humi can accurately manage and track their vacation accruals.
Important note
The information should come from your previous payroll provider. Be sure to enter it after your final payroll run with them and before your first payroll run in Humi. Once you run your first payroll in Humi, the vacation balances will be locked.
Once the balances are entered, your employees will see their vacation pay carried over accurately on their first Humi paystub, boosting their confidence in Humi.
How to Add Vacation Starting Balances
- In Payroll, go to the Records tab and select Vacation Starting Balances from the dropdown.
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On the Vacation Starting Balances page, you'll see a table with all your employees. Enter each employee’s vacation balance based on your previous payroll provider’s records.
Tips:
You can use the table just like an Excel spreadsheet—copy and paste data directly from your previous payroll provider’s payroll register or YTD report into the correct columns for each employee.
For a better view, click "Open fullscreen" in the top right corner.
That's it! During your Humi onboarding, you'll be ready to enter your employees' vacation starting balances.