Forum Discussion

JALLEN's avatar
JALLEN
Contributing Cover User
3 years ago
Solved

Employee Entitlement Card incorrect and not matching entitlement report

Hi,   I need some help with resolving a difference between the entitlements on the employee's card and the entitlement balance report.  The entitlement balance report is showing the correct balance...
  • Melisa_D's avatar
    Melisa_D
    3 years ago

    Hi JALLEN, 

     

    Apologies for missing that. To adjust this you will need to manually change the balance in the Balance Adjustment field of the employees card file, you should be able to click into it and zero it out. Note please make sure you take a back up of the file before doing this. 

     

    Please do let me know how you go. 

Melisa_D's avatar
Melisa_D
Former Staff

Hi JALLEN, 

 

Thank you for your post. It could be due to the termination previously, however can you please attach a screenshot of the entitlement report and card file so I can investigate further. (Please make sure to hide any sensitive information)

  • Melisa_D's avatar
    Melisa_D
    Former Staff
    3 years ago

    Hi JALLEN, 

     

    Thank you for your post. Looking at the screenshots it does show the balances are correct, the report is rounding the figures from the card file to the nearest decimal. E.g the personal leave is 2.047 in the card file but the report is showing as 2.05.

     

    Do let us know if you have any further questions. 

    • JALLEN's avatar
      JALLEN
      Contributing Cover User
      3 years ago

      Hi,

       

      Thanks for the reply.  I don't think I was clear in my previous post.  If you have a look at the Entitlement Balance Report, note there is zero balance under the headings for "Annual leave Accrued (38hr Wk) and for "Personal Leave Accru (38hr Wk)" as compared to the card file for the same employee, the balance for Annual Leave (38hr) is 149.66 hours and the total for Personal Leave (38Hr Wk) is 25.454.

       

      As per initial comment, Entitlement Balance Report is correct as the balance for Annual Leave (38hr) and Personal Leave (38Hr Wk) should be zero.  The card balance for these to two entitlement categories is incorrect.

       

      Are you able to advise how to correct the card balance ?

       

      Thanks

      Kathy

      • Melisa_D's avatar
        Melisa_D
        Former Staff
        3 years ago

        Hi JALLEN, 

         

        Apologies for missing that. To adjust this you will need to manually change the balance in the Balance Adjustment field of the employees card file, you should be able to click into it and zero it out. Note please make sure you take a back up of the file before doing this. 

         

        Please do let me know how you go.