Hi Jebmich,
I can see that the leave entitlement balance in the card file is different from the hours paid. There are two ways to fix the issue.
- Void pay method: The best way to correct leave balances is to use the void pay method. This will affect the leave reports year-to-date balances.
- Go to Payroll > Process Payroll > Start a new pay run.
- Drill into the employee in question and remove all hours and amounts for everything.
- Then, for the leave entitlement you want to adjust, only put hours against this.
- It is also a good idea to advise in the memo box to have customers write a memo for what they did, i.e. Leave adjustment for period 1/7/21–30/7/21. This way, it is easy to audit later.
- For example, if you wanted to give an employee 20 more hours for annual leave but a positive 20 against annual leave entitlement,.
Or if you need to reduce the hours, you can put a negative value.
For example, to reduce it by 10 hours, put a negative 10 against the annual leave entitlement.
- Adjust card balance method: Alternatively, you can adjust the card balances. This reflects on the opening balance of the leave reports, and there is no audit of this change. This makes the void pay method a better option.
- To do this, go to Card File > Card List > Employee tab > Drill into employee card > Payroll Details tab > Entitlements tab.
- You can enter or edit an existing amount in the Balance Adjustment column.
Feel free to write a post if you need further assistance.
Cheers,
Jem
