How do I correct leave accrual for an employee?

sharonc
sharonc Member Posts: 8 Novice Member Novice Member

We have an employee that is a casual employee, however, they have been incorrectly set up to accrual annual leave and sick leave. These balances need to be adjusted to nil. Can anyone please help with information on the best way to fix this?

Thank you.

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Answers

  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 391 Reckon Staff

    Hi @sharonc

    In Reckon Accounts Hosted, you can always adjust the leave hours in Employee record.

    • Go to Employee - Edit Employee Details - Go to Payroll and Compensation Tab - Click on Leave Details.
    • In the Leave Details Section, click on the Leave that needs to be updated and set the number of hours as per your requirements.

    I hope this helps. Please let us know for any concerns. Thank you!

    Regards

    Tanvi

  • sharonc
    sharonc Member Posts: 8 Novice Member Novice Member

    Thanks Tanvi. That worked.

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,835 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    Welcome to the Community @sharonc !

    In the employee's record, enter "0" as the Maximum number of hours on all applicable Leave Details tabs - This will prevent any leave accruing going forward.

    Depending how many pays have been processed with leave accrual so far, you can then either:

    • Delete & re-enter each Paycheque

    OR

    • Manually override the employee's Hours available as of … figure to "0" on each of their Leave Details tabs

    (NOTE: This is in real time so the correction will only reflect from the last pay period end date onwards eg from the NEXT pay processed, not historically)

    😊

    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

    shaz@accounted4.com.au

    https://accounted4.com.au

    (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!)
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