Leave accrual - annual and personal

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StewartN
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Leave accrual - annual and personal

we have about 20 people on our payroll; a mixture of casual, salary and one person on wages.

When I set up the wages person leave accrual to the % accrual it changes all the salary workers to the % default.

 

How do I stop this happening?

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StewartN
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Myob defaulting salaried workers to % accrual

we have about 20 people on our payroll; a mixture of casual, salary and one person on wages.

When I set up the wages person leave accrual to the % accrual it changes all the salary workers to the % default.

 

How do I stop this happening?

Tracey_H
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Re: Leave accrual - annual and personal

Hi @StewartN 

 

You will need to setup separate entitlement categories, one for salary and one for hourly.  For the salary employees you would enter a fixed rate per period instead of a %.  This support note, Leave and entitlements explains how to setup the categories and calculate the fixed rate.

 

Please let me know if you need further help.

Cheers,
Tracey
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StewartN
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Re: Leave accrual - annual and personal

Thanks Tracey

 

we have done this previously and as soon as we change the part timers leave accrual to % it defaults the salaried workers to % as well. Not sure why it would do this.  

Tracey_H
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Re: Leave accrual - annual and personal

Hi @StewartN 

 

That is very strange.  I have tested this in my system by creating a new Holiday Leave Salary entitlement category and then swapping between % and fixed hour in both categories. They stayed at whatever I changed them to. 

 

salary.PNG

 

So that I can help resolve this for you can you provide me with screenshots of the entitlement category setup for the Hourly and Salary categories.

Cheers,
Tracey
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StewartN
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Re: Leave accrual - annual and personal

Hi Tracey

 

for the fulltime workers we tick "equals 2.9203 per pay period", for the part-time hourly worker we in the past ticked "equals 7.6923% of gross hours"

 

See attached 

StewartN
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Re: Leave accrual - annual and personal

HI again

Just looking at the Entitlements page, we only have set up annual leave accrual as fixed hour. Am now thinking that because we don't have % accrual in there , that is why things revert??

 

Even though in the individuals setup, there is the option to choose fixed or %. Hope I'm making sense

Tracey_H
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Re: Leave accrual - annual and personal

Hi @StewartN 

 

You need to have two separate entitlement categories -

 

HLA.PNGHLS.PNG

 

Then click on Employee at the top of the Entitlement Information window and link the employees to the applicable category.

 

If you are in the Employee Card>>Entitlements tab and open the Holiday Leave Accrual category this opens the same window that you open by clicking on Payroll Categories>>Entitlement tab. So any changes you make in that window will affect all linked employees, it is not specific to the employee card you open it through.

 

I hope that helps clarify it for you, let me know if you need further help.

Cheers,
Tracey
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Tracey_H
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Re: Leave accrual - annual and personal

Hi @StewartN 

 

Just wanted to check in and see how you're getting on with this. Please let me know if you need further help.

Cheers,
Tracey
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StewartN
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Re: Leave accrual - annual and personal

Thank you Tracey, we got there in the end with your help Smiley Happy.

 

Thanks agin

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