Remove Leave From Released Employee

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Jenny Plunkett-Jones
Jenny Plunkett-Jones Member Posts: 3 ✭
edited August 2020 in Reckon Accounts (Desktop)
Hi

We have an employee who has left (and has a release date on the employment info screen).  Also on the leave details screens, the balance available of each type of leave is zero.

However she still has a balance of personal leave that shows on the Leave Accrual Summary report.

How can this balance be removed?

Thanks

Jenny

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  • Spilly
    Spilly Member Posts: 182 ✭✭
    edited August 2020
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    Edit the employee > Payroll and Compensatioon Info > Leave Details, just manually adjust to 0 or in the last payslip
  • Jenny Plunkett-Jones
    Jenny Plunkett-Jones Member Posts: 3 ✭
    edited September 2015
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    Thanks for your help Tim
  • Sally McIntosh, Accredited Consultant
    Sally McIntosh, Accredited Consultant Accredited Partner Posts: 468 Accredited Partner Accredited Partner
    edited February 2017
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    Hi Jenny,
    Just another note, some Awards actually say that if an employee returns within a certain timeframe their Personal Leave can be reinstated.
    As a rule I always enter a note in the employees record stating when and why it was removed (just in case).
    Luckily we now have the Leave Accrual Summary report for historical balances.
    Kind regards,
    Sally McIntosh (sally@samsolutions.com.au)
  • Jenny Plunkett-Jones
    Jenny Plunkett-Jones Member Posts: 3 ✭
    edited September 2015
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    Thanks Sally.  Some helpful points.

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