Sick leave adjustment

Hi Rosemary_23, 

Thanks for the detail, you’re on the right track. Adjusting the opening balance is the right way to fix the leave.

There’s a quirk with some migrated NZ files from old Essentials where the change doesn’t show straight away. Here is a workaround for that:

1. Set the Next anniversary date to today (jot down the real date first).
2. Set Days added at next anniversary to 10.
3. Set Max days to accrue to 20.
4. Run a $0 pay dated today (just this employee) to trigger the rollover.
5. Change the Next anniversary date back to the real one.
6. If needed, tweak the Opening balance again to tidy things up.

Regards,

Genreve 

Hi Genreve,

I am following your instructions but when I get to #4 there is a problem, as I have a current pay open. Is there a way to run the $0 pay without losing my current pay ?

Thanks,

Hey Rosemary_23,

There's no option to run a $0 pay alongside a current pay. When you save and close the current run, the system will prompt you to either continue the saved pay run or create a new one, so you can’t keep both going at once. With that, you can finish first the current pay or note the figures then do the $0 pay.

Cheers,

Doreen

Hi Genreve,

I have followed your instructions, however all that has happened is that the available balance has now increased by 10 days. The change I have made to the opening balance has not come through. 

Could you please advise ?

Thanks,

Rosemary

Hi Rosemary_23,

Thanks for the update and for trying those steps. Looks like the result wasn’t what we expected. In this case, it’s best to delete the recorded pay that includes the processed leave, as well as the adjustment you made. You can also check out this link for more details on managing leave. I know the process can be tricky, so if you’d like a hand, feel free to reach out to our team through any of the support options on our website. We’re keen to sort this out for you. 

Cheers,

Princess