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2 weeks ago
We have been using AccountRight for awhile now, but I've just picked up that our employees have not been accruing Personal Leave, as the entitlement boxes are not ticked & we have no employees linked to the Personal Leave entitlement category.
Annual leave accruals are all good, but no personal leave... my question is, if I correct this now & linke employees to this entitlement category will it backdate the personal leave calculations, or will I have to manually calculate and enter a carry over balance ??
Any advice would be much appreciated
2 weeks ago - last edited 2 weeks ago
Hi @Mel2603 - Welcom back to the Community Forum !
First, you will need to manually calculate their current Personal Leave entitlement balance, in hours.
In Australia, a good tool for this is the FairWork Australia Leave calculator
Next, check the employee's card, under Payroll Details / Entitlements.
Ensure the Personal (Sick) Leave Entitlement is ticked and check the balances for the
Carry Over and Year-To-Date fields - they should both be blank.
If so, enter his/her accumulated leave balance (as calculated above) in the Carry Over field and click OK.
Don't worry avout the YTD field - it can't be edited on the card (but will start accruing from the next pay run).
Here's a link to the Support Note for this - Adjusting Carried Over leave balances
If instead the Personal Leave balances in Carry Over or YTD contain hours, you will need to instead adjust the year to date leave balances.
It's best done in the next pay run.
See this Support Note - Adjust the Year to Date leave balances
Kym Yeoward, Darwin