Hi Kellmet
In my personal experience, when re-employing an employee, and especially if they change employment basis, e.g. from permanent to casual, you're better off creating a new employee card.
Not only will the "old" balances be off, but they'll also keep showing up in leave entitlements reports, even though their status has changed to casual (and even if their entitlements balance is cleared to 0).
Hope that helps.
Thanks
vidario
Thanks Vidaro.
Is it possible to zero out the old entitlements from the employee card as they have already been paid out?
Yes, you can zero them out by going to the Employee card -> Payroll Details -> Entitlements and enter a negative amount in the first column (Balance Adjustment) to make the Total 0.
Thank you.
Will this affect the entitlements total when a report is run?
No, it will just show as a 0 total.
It's also a good idea to put a note in the Contact Log when you make an adjustment like this, e.g. "entered 2X hours of negative leave to ensure total equals 0". This way you remind yourself (or colleagues/future colleagues) what has happened with the balance.
