Show Leave Accruals in Pay Runs - STP2

I can't work out how to find leave accruals in the STP2 systems for individual employees by pay run. In the STP1 system we could could see it for each employee within each pay run.

Could someone please point me in the right direction?

Thankyou.

Answers

  • Lucas
    Lucas Reckon Staff Posts: 110 Reckon Staff
    edited October 2023

    Hi @Catherine Sinnott

    You can still use the reporting functions in Reckon one by using the book switcher at the top left-hand corner with the nine dots. Once you click there, you will need to select Reckon one and the book you are currently using.

    Once you have switched to Reckon one, please go to the reporting section and select payroll reports and using the pay-run detailed try the following:

    You will have options to select the pay-runs you want or all of them.

    You can show more options as well and select the employees you would like to specifically see.

    If you are looking for the rates of the accruals, please navigate to the employees, select an employee and select the leave tab to find the rates.

    Thank you.


    Cheers,

    Lucas

  • Catherine Sinnott
    Catherine Sinnott Member Posts: 36

    Hi Lucas

    thank you so much for your fast reply. Unfortunately I can't seem to drill down into a specific pay run to see how many hours each employee has accrued for that specific pay run.

    The only way I have been able to work out how to do it is by printing the payslips for each consecutive run and manually calculating the difference between payslips - this is definitely not practical.

    The STP1 payroll system allowed us to drill into each employee's pay to check that the leave hours were recorded properly and we could adjust the amount accrued for the fortnight from within the pay run. This is vital to us as we have employees on varying hours that often change so we need to be able to change their accruals as their hours change.

    I can't see how I can do this with the STP2 system? Or even run a report from either within the Payroll system or back in Reckon One that will show the number of hours accrued within a specific pay run.

  • Lucas
    Lucas Reckon Staff Posts: 110 Reckon Staff

    Hi @Catherine Sinnott,

    My apologies for the delay, the only way you would be able to change the accrual rate is by changing the standard hours worked and pay frequency adjustments. You are unable to change them manually at this time except for those two settings on the employee record.

    I do apologize for the inconvenience and if you would like to request a feature being able to change the accrual rate manually, please head over to our https://ideas.reckon.com/ and make a suggestion.

    If you could leave feedback in regard to this matter. It would be highly appreciated.

    Thank you.


    Cheers,

    Lucas

  • Catherine Sinnott
    Catherine Sinnott Member Posts: 36

    Hi @Lucas thank you for your reply again. I only work Tuesdays for this organization so I have only just seen this sorry.

    I will definitely raise this as an issue - not being able to manually adjust leave will have a hugely negative impact - for example if we pay an employee a bonus, as the bonus is set up as a pay item, it attracts annual leave, when clearly it shouldn't. Under the STP1 system we could reduce the leave accrued with the bonus to zero, but with the STP2 setup we cannot do that any more!!

    For confirmation, I just tried creating a new "bonus" pay item, and there is no option to exclude it from leave accruals.

    I then created a dummy "bonus" pay run, and annual and personal leave was accrued for each bonus paid, with no ability to correct that.

    This is a huge oversight!


    Thank you again for your reply though @Lucas .

    cheers Catherine

  • Rav
    Rav Administrator, Reckon Staff Posts: 15,207 Community Manager Community Manager

    Hi @Catherine Sinnott

    I will definitely raise this as an issue - not being able to manually adjust leave will have a hugely negative impact - for example if we pay an employee a bonus, as the bonus is set up as a pay item, it attracts annual leave, when clearly it shouldn't.

    I just wanted to clarify the above. If you have earning items that do not attract leave, this can be configured in the setup of the specific item.

    Check out my screenshot below. If you untick the 'Include in time worked leave accruals' option within the earning item, it will not attract leave.















    I've tested this using a Bonus earning item just to match your example.

    1️⃣ Current leave balances for my dummy employee 👇


    2️⃣ I then created a pay run using my Bonus earning item with the 'Include in time worked leave accruals' unticked as mentioned above.


    3️⃣ Leave balances after the pay run below. As you'll see they have not accrued any leave.



    ℹ️ Please note: If you have the need to manually amend leave balances, this can be done any time via the employee's profile and editing their leave entitlements.


    ℹ️ Stay up to date with important news & announcements for your Reckon software! Click HERE for more info.

  • Catherine Sinnott
    Catherine Sinnott Member Posts: 36

    Hi @Rav , thank you for your reply.

    I just created a new Pay Item "Bonus No Leave" and (hopefully) made sure it was identical to yours (my previous Pay Item already looked identical but I created a new one to make sure).

    I then processed a pay run using that item.

    It added leave accruals for that pay run.

    If you can pick up something that I have set up incorrectly I would LOVE to know because this will be a real issue if it's not something I am doing wrong.


  • Rav
    Rav Administrator, Reckon Staff Posts: 15,207 Community Manager Community Manager

    When you processed the pay run using this newly created item, was it the only earning item within that specific pay run?

    Or was it used in conjunction with any other items in the pay run?


    ℹ️ Stay up to date with important news & announcements for your Reckon software! Click HERE for more info.

  • Catherine Sinnott
    Catherine Sinnott Member Posts: 36
    edited October 2023

    It was the only item, no other items were in the pay run.

  • Rav
    Rav Administrator, Reckon Staff Posts: 15,207 Community Manager Community Manager

    Hmm ok that's interesting. It could be something in the setup but I might need to take a closer look just to be sure.

    Can you shoot through a private message to me with a few details -

    • The email address your Reckon Payroll account is registered under
    • Name of the Reckon Payroll book
    • The specific employee that you've noticed this occurring on in your example above

    Once I have the above, I'm going to shoot through an access request to the Reckon Payroll book so we can take a closer look. It'll come through via an automated email to the owner/admin of the book (I'm assuming that's you?) to grant access.


    ℹ️ Stay up to date with important news & announcements for your Reckon software! Click HERE for more info.

  • Catherine Sinnott
    Catherine Sinnott Member Posts: 36

    Hi @Rav , I have sent you a message, thank you for following up.

    Unfortunately I have discovered that some bonuses need to be paid today so I will need to correct the runs later.

    Another issue that has shown up is that you cannot name an "unscheduled" pay run. Under STP1 I would label each bonus run individually but it now looks like they will all just be unlabelled and therefore indistinguishable from each other, which will be another nightmare.

    Cheers Cath

  • Rav
    Rav Administrator, Reckon Staff Posts: 15,207 Community Manager Community Manager

    That's ok Cath, you go ahead and process your pay runs today.

    I've just sent an access request through for the Reckon Payroll book. Its going to the owner of the book who will need to grant access. Once they've done that, I can jump in and take a look tomorrow (if they've granted access).


    Another issue that has shown up is that you cannot name an "unscheduled" pay run. Under STP1 I would label each bonus run individually but it now looks like they will all just be unlabelled and therefore indistinguishable from each other, which will be another nightmare.

    Just a bit more info on this. Was the naming just to differentiate the pay runs from each other? ie. do you pay the bonus pay runs to each employee separately?

    Would a Pay Schedule specifically for bonuses be of any value here? There's info on pay schedules HERE.


    ℹ️ Stay up to date with important news & announcements for your Reckon software! Click HERE for more info.

  • Catherine Sinnott
    Catherine Sinnott Member Posts: 36

    Hi Rav

    Thankyou, Ed is refreshing his emails for the request as we speak!

    I had a look at Pay Schedules and they seem to need to be regular. Our bonus payments are unfortunately irregular so the Pay Schedule idea unfortunately won't work - thank you for trying though!

    Cheers Cath