Forum Discussion

NC-CEN's avatar
NC-CEN
Experienced Cover User
2 months ago

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

I have been manually keeping records as I had issues with automatic leave entitlement accrual due to never having been able to understand how to correctly set up the leave entitlement categories for our permanent full time staff.  I found the article link below and I "think" I have now set up the leave entitlement categories correctly.

 

https://www.myob.com/au/support/myob-business/payroll/leave-and-entitlements?productview=Desktop

 

For now, I have used the Calculation Basis Hours per pay period, with the formula as follows:

20 (days annual leave per year) x 7.5 (working hours per day) = 150 hours

150 hours ÷ 52 (pay periods in a year) = 2.8846

 

Then to reduce balances when leave is taken, under the Linked Wages Category I ticked the applicable payroll categories e.g. Annual Leave Pay, Cashout annual leave in service, and Unused Annual Leave-ULT.

 

If I should be using the Calculation Basis Percent of Gross Hours, could someone please advise where the "Gross Hours" comes from.  Is it from the Hours in Weekly Pay Period? e.g:

If I now have the accrual set up properly, my second issue is that I am unsure how to correct the leave entitlement balances on the employee cards.  I can see that I can manually adjust the "Balance Adjustment" column, but I don't know how to correct the Carry Over and Year-to-Date columns.  For example, I need to correct the employee below to show that they have 968.2694 hours in the Carry Over column, and 31.7306 hours in the Year-to-Date column.  Is there a way to do this?

 

Any assistance or link to another article would be appreciated.

 

Thanks and regards

Narelle

 

1 Reply

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator
    2 months ago

    Hi NC-CEN,

    Yes, you're on the right track using Hours per Pay Period for leave accrual, which is simpler for full-time staff with fixed hours, while Percent of Gross Hours adjusts for variable hours (based on "Hours in Weekly Pay Period" in the employee card). To correct leave balances, manually update the Balance Adjustment column in the Entitlements tab. If Carry Over and Year-to-Date (YTD) don’t update, try processing a zero-dollar payroll with an entitlement adjustment to correct the figures. You can also visit this help page for more information: Adjusting leave entitlements

    I hope this helps!

    Regards,
    Earl