Annual leave

Leanne_9728175
Leanne_9728175 Member Posts: 9 Reckoner Reckoner
in Reckon Payroll

Hi Rav,

I have recently upgraded from Payroll Premier to Payroll One and have had a lot of problems with the migration. My main issue is with annual leave , mainly...

  1. When I load the Leave Balances report, it puts a value in every employee, even those that do not have an annual leave balance (ie. my casual staff). I have not set up any annual leave balances so why is it showing that they are owed leave?
  2. I have noticed in the employee "Year to Date Summary" the Total Gross Pay does not include any annual leave I have paid out. And there isnt a line for Total leave so these figures are wrong.
  3. When I enter annual leave in a pay process, there is no where for me to write notes about what the dates of leave are, so I cant use this system as a record of leave taken.
  4. Also when I enter the annual leave, I have to manually enter the hourly rate and then go back to the salary to manually adjust the number of hours of "base salary". In the old Payroll Premier system it would do it automatically.

Do you know if any of the above is going to be fixed or is a known issue?

Thank you,

Leanne

Answers

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,664 Reckon Community Manager Community Manager

    Hi @Leanne_9728175

    I might need a bit more info from you on a few things but lets go through these one at a time.


    When I load the Leave Balances report, it puts a value in every employee, even those that do not have an annual leave balance (ie. my casual staff). I have not set up any annual leave balances so why is it showing that they are owed leave

    When you go to the employee profile of one of the employees who are not eligible for leave ie. your casual staff, do they have a leave item configured?

    If so, please remove any leave items they are not eligible for. I've put together a quick screen recording below outlining how to delete leave items from an employee.

    Delete Leave Item.gif


    I have noticed in the employee "Year to Date Summary" the Total Gross Pay does not include any annual leave I have paid out. And there isnt a line for Total leave so these figures are wrong.

    This is currently a known limitation on the YTD Summary screen. Check out more info HERE.


    When I enter annual leave in a pay process, there is no where for me to write notes about what the dates of leave are, so I cant use this system as a record of leave taken.

    This is something we're planning on adding to Reckon Payroll. It looks like there is a feature request for this particular functionality HERE and I'd strongly encourage you add your vote to it as well and a brief comment on your use-case.


    Also when I enter the annual leave, I have to manually enter the hourly rate and then go back to the salary to manually adjust the number of hours of "base salary". In the old Payroll Premier system it would do it automatically.

    I'm not quite understanding this one. Can you give me a bit more info and a screenshot or two just so I can get a better understanding.

  • Leanne_9728175
    Leanne_9728175 Member Posts: 9 Reckoner Reckoner
    edited November 2023

    Hi Rav,

    Thanks for getting back to me. With your answer to question 1 - I have never set up any leave entitlements for my casual staff so there isnt anything to delete.

    With my last question, for example in Payroll Premier - if someone was on a salary (based on 76 hours per fortnight) and I added in annual leave of 7.6 hours, the system would automatically change the salary from 76 hours to 68.4 hours and would have the correct rate already in annual leave. In this system it comes up with a $0 rate so I have to manually add in the hourly rate and then go back to salary and reduce it manually to 68.4 hours. I have taken some screenshots and put in the attached document - hopefully this explains this better.

    Thanks, Leanne


    Basic salary in a pay run

    image.png


    When I choose annual leave it comes up with a blank rate, I have to manually enter this in.

    image.png


    Once I have entered the annual leave hours and save it, there has been no adjustment to the Salary – its still 76 hours. 

    So I then have to adjust the salary by manually reducing the hours to 68.4. 

    In Payroll Premier and most other payroll software, it will do this automatically.

    image.png


  • 727019
    727019 Member Posts: 85 Reckoner Reckoner

    Hi Leanne, I am having the same issue will be checking for the fix to this, thanks for raising this

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