How do I correct leave accrual for an employee?

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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Tanvi_kataria

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

Thanks Tanvi. That worked.

Acctd4

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

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)

😊

Zappy

Did you look in the help files?

Zappy

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