Holiday leave accrual not adjusting

ASparks

Help!

I have just processed unused holiday pay for 2 staff members.  Both are converting from part-time to casual employees. 

For one of the employees the holiday leave accrual in their card file now shows zero. For the other, the entitlement did not reduce and remains.  I've also checked the entitlement balance report. For the first employee balance is zero for the 2nd the balance remains at 50.92hours.

I've also tried processing a leave adjustment paycheque to reduce the hours for the 2nd employee.  Again the adjustment is not showing.

I've also cleared the cache's.  Logged out.  Tried everything.

Any idea why this figure is not updating and how I can get rid of it and reduce the entitlement balance to zero? 

 

Thanks

Annette

CloverQ

Hi @ASparks,

 

We do have a very helpful Help article regarding the process of changing employee from full time, part time or casual. 

 

To pay out unused leave, it's recommended to use a separate wage category. This new wage category needs to be linked to the entitlement category used for the employee. Otherwise the hours recorded using the new wage category will not reduce the entitlement balance. 

 

You can certainly record a $0 pay run after to adjust the year-to-date leave balance. Could you please double check to make sure the adjustment was recorded according to the Help article, and with a correct date? 

 

If so, it would update the figures shown in employee card > payroll details > Entitlements > Year-to-Date column. It'll also be picked up in the Entitlement Balance Detail report, I would suggest running this report for the entire payroll year and check if the Hours from pays match Card balance.

 

Please do let us know how you go.