Adjusting Accrued AL:LSL & Personal Leave When Working Hours Have changed
Hello Community,
As a result of the business downturn during COVID - one of my salaried staff have had their hours reduced from FT 38 hrs per week to 25.3 hrs per week. When I tried changing the leave accrual hours in the Entitlements area to reduce accruing hours p/period the other F/T salaried staff members hours also changed.
I have since found out that I need to create new Entitlement Categories specifically for the part-time employee because both salaried employees are linked in the original one.
Of course, the accrued leave hours in the employee with less weekly hours card shows all types of leave as being accrued under the old entitlement category.
My question is: How do I do a manual journal to deduct the accrued hours in the original category while adding the correct accrued hours (as the hours accrued up until now have been more than what should have been accruing) in the new entitlement categories.
EG: let's say the employee has accrued 100 hours of AL and 50 hours of Personal Leave under the original/old entitlement but should only have had 80 hours and 45 hours (not true figures of course) in the new category. I do a singular leave journal deducting 100:50 hours from the old category and adding 80:45 hours in the new category.
To do this I have to have both the old and the new categories ticked for the employee so that all categories come up on the process payroll screen. When done I would need to go back, again, and remove the tick from the old category so that only the new category remains for future accruals.
I hope this is clear for someone to advise me further. I really do appreciate the assistance. Some things just can't be explained in a couple of lines. Sorry.
Hi Paul
You've got a couple of options, you could increase the Equals x Hours per year to include the carry over figure. Or you could change the calculation to Equals x Hours per Pay period. Personally I think the easiest way is to make the calculation basis per pay period. Add the carry over figure to the amount you need to accrue this year, then divide that figure by the number of pay periods in the year (weekly = 52).
I'd also recommend doing some manually calculations to check that the correct amount is accrued by the end of year.
Please let me know if you need further help.
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