Reinstate a terminated employee

Wendy_8684012

Reckon Hosted 2018 - an employee who left 5 months ago has now returned. How do I re-instate please

Pam_9173848

Strongly advise to start a new card, for the purpose of Long Service Leave and records are then kept clean

Acctd4

Hi Wendy

 

For accuracy & to ensure the employee’s record is complete & viable for STP, I’d recommend not starting a new card.

 

Following termination in RAH, ensure all of their Leave Balances are adjusted to zero in their employee record.

 

You can choose to “Rehire” a terminated employee & RAH will retain their original “Hire Date”, as well as a “Rehire” date within their record:

 

Select the applicable employee in your employee list (You may need to change view to display “All” or “Released Employees”)

Right-click their name & select “Hire Employee”

RAH will recognise that this is a terminated employee & ask if you want to re-hire (eg “Edit Employee”) retaining all of their original data & giving you a “Rehire” option field which - when “Yes” is selected - autofills the new “Hire Date” along with their “Original Hire Date”. 

It also generates an additional field to enter the “Adjusted Service Date” which is the date used to calculate any benefits.

 

Whilst the “Adjusted Service Date” should transfer to the Leave accrual commencement date areas, it may not, so just go to the employee’s applicable Leave tabs & ensure their applicable leave sections are correct for accrual amount, frequency (per hour is best!) & commencement.

 

Shaz Hughes Dip(Fin) ACQ NSW, MICB

Reckon Accredited Professional Partner Bookkeeper / Registered BAS Agent (No: 92314 015)

Accounted 4 Bookkeeping Services

Ballajura, WA

0422 886 003

shazinoz2@bigpond.com

www.accounted4bs.com

JudyA

Hi Shaz, or any other payroll guru,

I followed your advise above regarding re-employing an employee who left and then was reinstated a few months later (and in the same financial year).  When he left the first time there was a small amount of ETP to pay.  This was done and uploaded via STP.  I have a record of the STP payment that shows this.  However, after paying him for a number of weeks when he returned, I have gone to finalise the year and the ETP payment has disappeared in the portal.  The ETP figures still appear in all the RA reports, but not the portal.  I can no longer view a ETP payment summary for this employee either, although I have a copy of the payment summary from when he was terminated.

This is going to throw out my figures and also for the employee when he goes to lodge his tax return.  The amounts aren't big, but I'm wondering if you have any thoughts on how to rectify this?

I can only think that I will have to create a new employee card for him; delete all the pays since he returned and create the equivalent pays on the new card, plus run update events for each pay period.  I hope it doesn't come to this as it will be a lot of work, so I'm hoping there is a quick fix somehow.

Thanks for your help,

Judy 

Acctd4

Hi Judy

 

What was the ETP for?

(eg If it was a Lump Sum D payment, this is tax-free & doesn’t necessarily need to be reported via STP as it’s not included in the employee’s tax return)

 

In my experience, there will be a reason why it’s not displaying.  If the ETP figures are showing in your RA data, the problem isn’t with that – Creating a new Employee & re-entering will just re-create the exact same scenario.

 

 

 

Shaz Hughes Dip(Fin) ACQ NSW, MICB

Reckon Accredited Professional Partner Bookkeeper / Registered BAS Agent (No: 92314 015)

Accounted 4 Bookkeeping Services

Ballajura, WA

0422 886 003

shazinoz2@bigpond.com

www.accounted4bs.com

JudyA

Hi Shaz,

Thanks for your reply.  The ETP was for payment of unused RDO's, so definitely taxable.

I managed to talk to someone at Reckon support this morning, and they confirmed that the ETP would disappear if I used the re-hire button and that I should have created a new employee card.  The only way they suggested to fix the problem was to pretty much do as I thought I may have to do and delete the pays and recreate them under a new employee.

Interestingly, I also contacted the ATO and, whilst not going into specifics, they confirmed that the employee was still showing an ETP payment on their side in myGov.  This was before I lodged the final STP for the year.  So I am just waiting until that is successful and then I will contact the ATO again and make sure it's still showing.  If that's the case, then it's just a Reckon/STP glitch and would only happen if the employee is re-employed in the same financial year and an ETP is involved.

I'll know for next time to create a new employee card.

Acctd4

Hi Judy

 

Hmmm ….I’ve not heard of this being an issue before.

 

Reckon glitch or not, if the ATO/employee data is still reflecting correctly on the ATO’s end, I would still strongly recommend NOT creating a new Employee – This can cause no end of problems with STP & the ATO’s data matching!

 

Shaz Hughes Dip(Fin) ACQ NSW, MICB

Reckon Accredited Professional Partner Bookkeeper / Registered BAS Agent (No: 92314 015)

Accounted 4 Bookkeeping Services

Ballajura, WA

0422 886 003

shazinoz2@bigpond.com

www.accounted4bs.com

JudyA

Thanks again for your thoughts Shaz. 

I have successfully lodged the STP finalise year and all employees information should be showing as Tax Ready.  It's frustrating, since I rang the ATO back again this morning to see if his ETP details were still showing on his side, and they would not check for me.  Yesterday they would, no problem.  I only wanted a yes or no answer, not any details of the figures.  Now I need to see if this particular employee is savvy with myGov and ask him to check.

I'm not going to create a new card for this time, especially if his payroll figures are correct in his myGov, as the ETP amount was small.  But if this is an ongoing problem in Reckon Hosted, then I'm not going to try my luck again.  I think with a new employee number and a differentiation in their name, STP should be able to cope with two employee cards.  Hopefully, I won't be in this same situation too many times.

Judy