Like a multi-store roster: each employee has shop, role, bonus plan, and days-off taken (pay rates hidden by default). Time Off and Bonus & Payroll read this same data.
Active shop filter above. Pay rates are hidden on this list until you click Show pay rates. Handbook: Vacation 40h yrs 1–2 · 80h yrs 3–4 · 120h 5+ yrs (from hire date; up to 40h carries over) · Sick 24h a year for all full-time after 1st anniversary (no carryover). Hire date drives the entitlement columns. Time Off uses this roster.
| Name | Role | Shop | Hire date | Yrs | Handbook vac | Handbook sick | Pay | Bonus plan | Days off YTD | PTO left (QBO) | Status |
|---|
Use QBO report Time Off Balances (export Excel → Save as CSV) or the cleaned CSV. Reads First/Last Name and Available Balance for Vacation and Sick.
Saved for all managers. Time Off and Bonus & Payroll use these hours left (a newer fix typed on Time Off wins until the next QBO upload).
Staff & Pay = source of truth for who works where, rates, and bonus plan labels.
Time Off = requests / calendar / approve — days off roll into “Days off YTD” here.
Bonus & Payroll = period math; it can use roster rates and leave when you load that page (same browser save for now; cloud shared roster next).