Leave Accruals from Casual to Permanent Part Time

0968906 Member Posts: 9

We have an employee converting from Casual to Permanent PT, working 16-20 hours/week effective 9 Jan 2023. To edit her payroll so that her Annual Leave (AL), Personal Leave (PL) and LSL are accrued correctly, kindly confirm if the following action is correct:

In "Leave Detail", under "Holiday" tab, select Accrual period as "Every hour" and enter "0.07694" in "Hours accrued per hour paid". Begin accruing time on date when PT position commences i.e. 9 Jan 2023. To leave "Reset hours each near year?" and "Leave Liability" boxes UNTICKED?

The same applies to "Personal" tab whereby "Accrual period" is selected as Every hour with the rate of "0.03833"?

In "Payroll Item List", to ensure that "Overtime" is NOT included in "Every hour worked" leave accruals?

Is that all is required when processing the employee's pay from Casual to PT? If AL is taken, apart from adding in the hours for "Holiday Hourly" and 17.5% loading, do I need to enter or edit anything else in Payroll?

Thank you in advance for your help!


  • Acctd4
    Acctd4 Accredited Partner Posts: 3,189 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited January 19

    Yes, that’s all correct - No other action required ☺️

    This ”Every hour …” method for leave accrual is the best option as it ensures accuracy even if the hours worked fluctuates ☺️

    The Holiday Loading Payroll Item is connected to/triggered only by using the Holiday Leave Payroll Item(s) eg it will automatically calculate 17.5% of the Holiday Leave total in a Paycheque.

    NB: TICK the Leave Liability checkboxes on both Leave tabs though - This ensures it is displayed on leave liability reports!

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner(AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    [email protected]


    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • 0968906
    0968906 Member Posts: 9

    Thanks Shaz - much appreciated 😊