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Maria6062's avatar
Maria6062
Contributing Cover User
3 years ago
Solved

YTD Holiday Accrual Balance still showing when paid out and change to casual staff status

In July 2021 we changed an employee's employment basis from Part Time to Casual (no paid leave entitlements) and removed leave entitlements.  We forgot to payout their annual leave balance earned pre...
  • Tracey_H's avatar
    Tracey_H
    3 years ago

    Hi Maria6062 

     

    Thanks for your post. If the accrued hours for entitlements are not reduced when leave is paid check that the leave wage category has been selected in the Linked wage category field for that entitlement. In your situation the Unused leave wage category needs to be selected for the leave accrual entitlement category. Go to Payroll Categories>>Entitlements tab>>open the leave accrual category and select Unused Annual leave in the Linked Wages Category.

     

    To fix an incorrect leave balance process a $0 pay and enter the adjustment against the applicable entitlement accrual category. For example if the employee has a balance of 10 hours annual leave and you want to clear it to zero, enter -10 against the Annual leave accrual category in the entitlement section of the Pay Employee window.

     

    Please let me know if you need further help.

     

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

Tracey_H's avatar
Tracey_H
Former Staff

Hi Maria6062 

 

Thanks for your post. If the accrued hours for entitlements are not reduced when leave is paid check that the leave wage category has been selected in the Linked wage category field for that entitlement. In your situation the Unused leave wage category needs to be selected for the leave accrual entitlement category. Go to Payroll Categories>>Entitlements tab>>open the leave accrual category and select Unused Annual leave in the Linked Wages Category.

 

To fix an incorrect leave balance process a $0 pay and enter the adjustment against the applicable entitlement accrual category. For example if the employee has a balance of 10 hours annual leave and you want to clear it to zero, enter -10 against the Annual leave accrual category in the entitlement section of the Pay Employee window.

 

Please let me know if you need further help.

 

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

Maria6062's avatar
Maria6062
Contributing Cover User
3 years ago

Thanks Tracey_H 

 

I eventually resolved this by giving her back her annual leave entitlement and then doing a $0 pay entering the hours as a negative against the entitlement category as you advised.  I then had to remove her annual leave entitlement.

 

Cheers.