Difficulty understanding leave accrual, and how to adjust leave entitlement balances in Carry over and Year-to-date columns

Hi NC-CEN,

Thanks for detailed message. You're right that Annual Leave (and Personal Leave if needed) entitlement should be set up as a percentage for hourly employees. That way it accrues correctly based on the hours worked. If you've deleted the default category, creating a new one like "Annual Leave PT Hourly" is the right approach.

When setting up, you'll want to make sure only Base Hourly is not exempt from the entitlement, so that only regular worked hours contribute to leave accruals. You'd exclude things like First Aid Allowance, Leave Loading, Sales Docket, etc. That way, accruals are based only on actual worked hours and not other earnings.

For the employee card:

• Add the Annual Leave Pay and Leave Loading wage categories.
• Set their Standard Pay to include the 20 hours per week under Base Hourly.
• Leave loading can stay blank unless it's paid regularly.

Since they're still on an hourly basis (not salary), you can keep the Pay Basis as "Hourly." With 20 hours entered into their Standard Pay, MYOB will automatically use that as their default unless you overwrite it in a pay run. So, you won't need to manually enter hours like you do with casuals unless there are changes.

If their hours are always the same, you won't have to input daily hours each week, just let the Standard Pay take care of it. If hours vary or you prefer day-by-day tracking, you can still enter hours manually in the pay run.

Leave and entitlements and Changing an employee from full time, part time or casual has detailed information to help you with this.

If you still need a hand checking the setup or have other questions, reach out to our live chat support through our virtual assistant MOCA or submit a case via MyAccount.

Regards,

Sai

Hi Earl, firstly I apologise for the delay in replying.  Thank you so much for this. I will manually update and process a zero-dollar payroll. 

I initially went with Hours per Pay Period I think because I couldn't figure out what payroll categories are picked up (or how to exclude certain ones e.g. if they cash out leave in service, or for some who have "sales dockets" which go onto their pay under the Hours column, and those who get the First Aid Allowance etc)

If you see this, could I please ask one more thing (or please advise if I should make a new post).... 

We now have someone we would like to convert from casual to permanent part-time. I think I need to do the following:

Set up new entitlement category for Annual leave PT hourly (I think I must have deleted the category that was in the system by default) which calculates percentage

Then exempt every payroll category except BASE HOURLY? (I guess this is the only way for gross hours to be what is entered:

Then apply that entitlement to the relevant Employee.

Then adjust the employee card to include Annual Leave Pay and Loading, and to have 20 hours in their Weekly Pay Period.  For these types of employees, does it mean that each week I will have to input their agreed hours each working day similar to how I do for casual?  (Otherwise I'm not sure how the system will pick up the 20 hours).  Or, should I also be changing this employee to Pay Basis "Salary".  I'm sorry I don't think I'm explaining myself very well, and maybe not quite understanding where the % of "Gross hours" is pulling from.

Hi Isaiah, thank you so much for this as well.  I think I am on the right track now...  part of my confusion I think is because I had deleted one of those default categories, but have now recreated.

Kind regards

Narelle

Apologies for the late reply, thank you so much for your help.