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ASparks's avatar
ASparks
Trusted Cover User
6 years ago

Holiday leave accrual not adjusting

Help! I have just processed unused holiday pay for 2 staff members.  Both are converting from part-time to casual employees.  For one of the employees the holiday leave accrual in their card file n...
  • CloverQ's avatar
    CloverQ
    6 years ago

    Hi ASparks,

     

    We do have a very helpful Help article regarding the process of changing employee from full time, part time or casual. 

     

    To pay out unused leave, it's recommended to use a separate wage category. This new wage category needs to be linked to the entitlement category used for the employee. Otherwise the hours recorded using the new wage category will not reduce the entitlement balance. 

     

    You can certainly record a $0 pay run after to adjust the year-to-date leave balance. Could you please double check to make sure the adjustment was recorded according to the Help article, and with a correct date? 

     

    If so, it would update the figures shown in employee card > payroll details > Entitlements > Year-to-Date column. It'll also be picked up in the Entitlement Balance Detail report, I would suggest running this report for the entire payroll year and check if the Hours from pays match Card balance.

     

    Please do let us know how you go. 

CloverQ's avatar
CloverQ
Former Staff
6 years ago

Hi ASparks,

 

We do have a very helpful Help article regarding the process of changing employee from full time, part time or casual. 

 

To pay out unused leave, it's recommended to use a separate wage category. This new wage category needs to be linked to the entitlement category used for the employee. Otherwise the hours recorded using the new wage category will not reduce the entitlement balance. 

 

You can certainly record a $0 pay run after to adjust the year-to-date leave balance. Could you please double check to make sure the adjustment was recorded according to the Help article, and with a correct date? 

 

If so, it would update the figures shown in employee card > payroll details > Entitlements > Year-to-Date column. It'll also be picked up in the Entitlement Balance Detail report, I would suggest running this report for the entire payroll year and check if the Hours from pays match Card balance.

 

Please do let us know how you go. 

  • ASparks's avatar
    ASparks
    Trusted Cover User
    6 years ago

    Hi CloverQ 

     

    I have checked the payout unused annual leave process and it is correct.  I followed the same process for another employee and the card balance was reduced to zero - so I'm baffled.

    I followed your notes for adjusting year to date leave balance and now have a zero balance.

    Thanks for your help!

    Annette

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