Hi Velma,
Firstly you need to see where to fix this going forward
Check the employee card and his entitlements
what holiday leave is accruing check that it is the correct entitlement and is accruing the right amount.
Do an entitlement report for the employee ( detailed) ( you probably cant go back to 2019 )
I have attached a copy of the entitlement screen for you so that you can see how to made your calculated adjustment
Once you have done your calculations
i.e Carried forward balance from 2019 add accruals as they should have been calculated less holidays taken leave you the correct balance
Check the total in the employee card and make the adjustment in the balance adjustment column
Check that the total equals you calculation and Bob's your uncle
Hope this helps
I have looked at all this already.
When you say check on the correct entitlement - which way do you mean? the myob way or the award which is 4 weeks annual leave.
I have looked at the screenshot and understand where it needs to be adjusted. However I am not totally sure specifically "how" to amend the columns correctly.
You are right I cant access any old entitlement prior to 2019 because of closing off the payroll years etc.. so lucky I have the old printout for Aug 2019.
I was wondering how the percentage for the accrual works for salary as opposed to just normal wages.
I guess ultimately they should be just going by 38hr week?
But I am not sure whats going on really.
Hi
I mean your manual calculation as per award. so 4 weeks al
I have attached a copy of a leave payroll catergory showing the percentage and explaining it
Basically 7.6923 % equates to 4 weeks leave on gross hours
7.6923 % of 38 hours is 2.92 hr
2.923074 x 52 weeks is 151.999848 hrs ( 152 hrs as per award)
To amend the colums correctly you need to determine what the total should be and then adjust
eg
Total is 50 hours ( I assume that the hours recorded as taken are correct)
You calculate that the hours accrued ( do it as at 30/6/2019)should be say 400 and that the employee has taken 228 hours
The balance as at 30/6/2019 was 54
Then the hours accrued should be 54+400 less the hours taken -228 total remaining should be 226
Total shows 154
The correction would then be to add 72 hours to the balance adjustment column. Once you have made the adjustment make sure the total reflects that ( should show 226)
You need to figure out why the salary isnt recording the accrual properly going forward though as it will not be resolved going forward
So check the exemptions on your holiday pay entitlements etc and the set up of salary also in payroll categories
Hope that helps
Lisa
Hello Lisa
Thankyou for taking the time to help with my leave accrual issue.
I have had a look at how the employee is set up on his card file.
I think there could be an issue with how the boxes arent ticked properly in regards to his wages/salary.
If he is on Salary for example (he is being paid an agreed weekly amount above the award as a valued employee).
However I think I didnt change it over correctly.
For example in the "Wage" page he is down as having 40 hrs in his pay period at $32 per hr.
Further down when you go into the tab for "Holiday pay" and click on the arrow next to it his TYPE of wages is still ticked as hourly not salary.
If I tick the box for salary it says it will wipe out the figs?? It seems that the percentage calculated on the gross wages is the same as what you said.
This could be the problem maybe - what do you think - is it set up incorrectly?
Thanks
Velma
