Entitlement for employee that has been terminated

FinanceVMA

Hi,

 

We had an employee leave Oct 2023, as part of this process we put a termination date on her file to close off.

 

We are now completing our end-of-financial year information and audit (Jan - Dec) and when I pull up an entitlement for staff  Jan - Jun (2023), the terminated employee does not come up. However, I need the information through to October inorder to remove the payroll provision on the balance sheet for her. How do I pull up this information please. This is all for the 2023 so it is not a past year that has been closed off just the employee. Amanda

 

How do I pull up this information since the termination date is on the card and wont bring up her information.

Doreen_P

Hi, @FinanceVMA

 

Thanks for your post, and welcome to the MYOB Community Forum.

 

If an employee is already terminated and you are generating the entitlement balance report, the terminated employee is not showing up. In this case, kindly generate the report again, and on the upper part of it, you should be able to see the Filters tab. Click Filters > Select Employees, and then, from the drop-down, tick "Show Inactive Employees". You may refer to the screenshots provided below.

 

 

 

Please let us know how it goes on your end.

 

Best regards,

Doreen