Forum Discussion

Jaida's avatar
Jaida
Experienced User
7 years ago
Solved

Amending annual Leave

Dear Sir/Madam,

 

I have a staff who is changed from full time to part time. So I created a part time leave entitlement and I would like to tranfer her existing leave entitlement balance on a full time basis to her part timer one.

 

Can you please let me know about how to do it?

 

Thank you so much for your help.

 

Looking forward to hearing from you soon.

 

Kind Regards

Jaida Jiang

  • Jaida 

     

    That is true - it has a zero figure so it is never going to create a problem.

     

5 Replies

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  • ronatbas's avatar
    ronatbas
    Ultimate Cover User
    7 years ago

    Jaida 

     

    Firstly the need for a new entitlement is dependant on your accrual method. If you currently accrue leave on a %age of hours worked then you do not need a new entitlement. They will still accrue leave but not as quickly as before.Usage will be depen

    If, however, you accrual has been a set amount per pay period, then you first need to make sure that you have a wages category that is linked to your part time entitlement. In Payroll Categories>Wages uyou then tick both the old and the new Holiday wages. Go to payroll and do a void pay with old holiday pay being the total for that entitlement and the new holiday pay being the negative of that amount. Effect is you will use up all of the old and add this to new.

     

  • ronatbas's avatar
    ronatbas
    Ultimate Cover User
    7 years ago

    Jaida 

     

    That is true - it has a zero figure so it is never going to create a problem.

     

  • Jaida's avatar
    Jaida
    Experienced User
    7 years ago

    ronatbas 

     

    Thank you for your prompt reply.

     

    So when I adjust annual leave, it likes processing normal pay and for the void pay is gone through the trading account rather than electronic payment clearing account.  Am I right?

     

    Thank you.

     

    Kind Regards

    Jaida Jiang

     

     

  • ronatbas's avatar
    ronatbas
    Ultimate Cover User
    7 years ago

    Jaida 

     

    Sorry i missed your mail. if you use the dropdown so that you pay by cheque this should be linked to a payroll clearing account and not the bank.

     

  • Jaida's avatar
    Jaida
    Experienced User
    7 years ago

    ronatbas 

    Thank you for your reply.

     

    If it's linked to a payroll clearing account and it needs to be processed through "prepare electronic payments" .

    Otherwise, it will sit into the payroll clearing account forever.

     

    Please correct me if I am wrong and let me know the right way to do it.

     

    Thank you.

     

    Kind Regards

    Jaida Jiang