Leave accumulate + pay slips

BPGAdmin

Hi,

How do I have leave accumulate automatically when processing payroll and then having the leave balance feature on staff pay slips?

Thank you for your assistance.

Nikki

Rav

Hi Nikki

You can add and configure leave items to your employees in the 'Leave' tab within their profile.

If you would like to create your own leave items or change any of the default items, you can do so going to Settings ➡ Leave under the Payroll Settings section

BPGAdmin

Thank you, Rav,

I have been able to add leave via the leave tab and also add new leave items. I am wanting to add the leave balances to pay slips and also have the leave accrued each pay run - so far, I have only been able to add it manually.

Regards

Nikki

Rav

Hey Nikki

If you go into the specific leave items and ensure that the below option is ticked it should then appear on the payslip.

It will look like the below when a payslip is generated -

BPGAdmin

Perfect thank you, Rav.

Just one last thing how can I have the leave accrued automatically for each pay period?

Nikki

Rav

Hey Nikki

Apologies, I didn't see your follow up reply yesterday 😢

In regard to the leave accrual, that should happen automatically depending on the setup of the leave item that you've added to the employee.

For example, you'll see I've added the Annual Leave item to my employee to accrue at 5 hours per pay with a maximum annual entitlement of 152 hours.

After completing a single pay run for this employee, you'll see they have now accrued 5 hours worth of annual leave that is available to them.

BPGAdmin

Thank you, Rav.

What would I do with casual workers - like myself I get paid for hours worked how do I add this to be accrued?

Nikki

Rav

In the leave item settings there is an option to accrue via time worked -

BPGAdmin

Thank you, Rav.

I have set this a time worked however when I raised last weeks pay run I had to manually enter the leave accrued?

Rav

It sounds like you may not have applied the leave item to the employee. Go into the specific employee's profile then select the Leave tab.

Add the relevant leave items to the employee. When doing so, you can configure the accrual method and rate.

BPGAdmin

Hi Rav,

I have set up the same as per below have I missed anything?

Regards,

Nikki

BPGAdmin

Hi Rav,

This is my leave set up I do not work a certain number of hours per fortnight. Have I got my layout correct to accrue leave automatically each fortnight?

Rav

It might be worth giving our technical support team a call so a technician can take a look at your entire setup to make sure its configured in the right way for your requirements. A support technician can also request access to your book (if required) which might make things easier.