I recently paid annual leave and the entitelement balance has not reduced. I have:
Any ideas as to what has happened please?
Hi PeterLeonard
Thank you for your post.
Generally speaking, if an employee has accrued a value through an entitlement category you want to pay out that entitlement through the Linked Wages payroll category. This will reduce the entitlement for that employee.
There may be situations where you are not needing to actually pay them those entitlements but wish to reduce them. For that process, you want to process an adjustment pay to reduce the entitlement to be the desired amount. Our Help Article: Adjusting leave balances would be able to assist with that process.
Do let us know how you get on and if you require further assistance.
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
Cheers,
Shella_A
Sheila, did you read my Post?
I paid from the wage category which is linked to the entitlement category, but the entitlement didn't reduce.
Hi PeterLeonard
Thank you for your response. One of the things we need to reconsider is to check the set-up of the payroll categories from the linked wages categories to the entitlements if it's all accurate to make sure that we didn't miss anything on the set up that will cause the paid entitlements not reducing.
May you please send me a screenshot of the specific entitlement and the set-up of the linked wage category? Meanwhile, while we’re waiting for that, you may refer to the sample Leave (Annual Leave) and Linked wage category set-up which I provided.
To work out why annual leave is not reducing the leave balances, the first thing we check is the setup of the entitlements. Go to >> Payroll >> Payroll Categories >> Entitlements >> click on Annual leave accrual >> the link wage pay item should be link in one wage pay item (Annual leave pay). See the example below:
Within the wages payroll category is the option Automatically adjust base hourly or base salary details, enabling this option for a wage payroll category will reduce the base hourly or salary amounts of the employees when the category is used. To enable this option, go to Payroll >> Payroll Categories >> Wages >> select the pay category (ex. annual leave pay) enable Automatically adjust base hourly or salary details >> click OK. See the example below:
Do let me know how you go.
Cheers,
Shella_A
Here is the information you asked for. I hope you can see the error.
