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TracyatMuirhead's avatar
TracyatMuirhead
Experienced Cover User
2 years ago
Solved

Changing staff member from fulltime to casual - entitlements

Hi there MYOB gurus,

 

I've made a big mistake, it seems when I changed one of our workers from Fulltime to Casual I didn't unlink the entitlements and have now realised he has got holiday leave & personal leave sitting on his card,  I understand he is not entitled to these but I'm not sure how I can clear them and adjust these figures as it's over two financial years 2021-2022 and 2022-2023 - has anyone got any advise on what I need to do.

FYI - he was paid out his holiday entitlements in August 2021 when he chose to go casual.

 

Thank you in advance - appreciate any help on this.

Cheers Tracy

  • SamaraM's avatar
    SamaraM
    2 years ago

    Hi Tracy (TracyatMuirhead)

     

    Thanks for reaching out. To adjust a leave balance, you can do this by recording a zero dollar (void) pay to adjust the employee's leave balance.

     

    To do this you would create a new pay run and change all fields to $0, then In the relevant leave accrual fields, enter the adjustment leave hours in the hours column as a negative number.

     

    Please refer to the steps given in this help article for more detailed instructions: Adjusting leave entitlements 

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

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  • SamaraM's avatar
    SamaraM
    Former Staff
    2 years ago

    Hi Tracy (TracyatMuirhead)

     

    Thanks for reaching out. To adjust a leave balance, you can do this by recording a zero dollar (void) pay to adjust the employee's leave balance.

     

    To do this you would create a new pay run and change all fields to $0, then In the relevant leave accrual fields, enter the adjustment leave hours in the hours column as a negative number.

     

    Please refer to the steps given in this help article for more detailed instructions: Adjusting leave entitlements 

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.