Payroll leave report show terminated employee leave balance

Patrick_8319167
Patrick_8319167 Member Posts: 38 Reckoner Reckoner
in Reckon Payroll

I have terminated an employee in mid of Jan.

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However, when I generated the payroll leave balance report, it still include this terminated employee leave balance (Other terminated employees are not in clude in theis report)

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I did try to delete the leave in "Edit employee", but it pop up the error message "Leave item cannot be deleted. Annual leave cannot be deleted as its been used in a payrun. Annual leave cannot be deleted as it has accrued information."

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Does anyone know how to fix this issue?

Many thanks

Regards

Patrick

Comments

  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 317 Reckon Staff

    Hi @Patrick_8319167

    Regarding your termination of an employee, please provide the following details for us to investigate further for you -

    • Have you processed their termination pay?
    • Have you cross-checked in the pay slips, if there is any annual leave balance?

    Just FYI, you will not be able to delete the leave item from Employee records as this has been used in the previous pay run as error message also described that. However, you can always manually update the leave balance following the steps mentioned in the screenshot below -

    image.png

    Please feel free to let us know for any concerns/issues. Thank you!

    Regards

    Tanvi

  • Patrick_8319167
    Patrick_8319167 Member Posts: 38 Reckoner Reckoner

    Hi Tanvi,

    Sorry to reply you late.

    No, there is no termination pay for him. And we just terminated him in Reckon payroll.

    I did follow your advise manully update the leave balance to zero.

    image.png

    However, it still show a balance in leave balance report

    image.png

    Could you please help me to fix this issue.

    Many thanks

    Regards

    Patrick

  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 317 Reckon Staff

    Thank you for confirming @Patrick_8319167

    In order to terminate the employee, please process the Pay run as a Termination Pay rather than adding the terminated employee into the normal Pay run.

    As adding the terminated employee into a normal pay run with all the balance (Annual Leave) added manually which has to be done through termination pay but it will accrue some leave amount for the Pay Item (Ordinary/Salary/etc.) added to that.

    Because of that, there is a possibility that there is still some leave balance showing in the reports.

    Please check out this -

    https://help.reckon.com/article/tdgk5jy6mt-terminations

    And let me know for any concerns. Thank you!

    Regards

    Tanvi

  • Patrick_8319167
    Patrick_8319167 Member Posts: 38 Reckoner Reckoner

    Hi Tanvi,

    This terminated employee is terminated on 8 Jan 2024, and I did archived him after I terminated him.

    In order to process the terminated payrun for him, I reactivated him from archived profile. Then how can I process Pay run as a Termination Pay rather than adding the terminated employee into the normal Pay run?

    Regards

    Patrick

  • vittoria
    vittoria Member Posts: 36 Reckoner Reckoner

    I have the same issue terminated 2 people one ok the other has a leave balance in the report despite his record showing zero.

  • vittoria
    vittoria Member Posts: 36 Reckoner Reckoner

    i have called reckon who are currently working on it

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