LEAVE ACCRUAL PER PAY/PER TIME WORKED

JEN
JEN Member Posts: 88 Reckoner Reckoner
in Reckon Payroll

Hi Team,

I recently tried to change the annual & personal leave settings from "Per pay" to "Per time worked" prior to a pay run for our employees as I wanted to use this feature as a preferred method to calculate leave.

However, when it came time to do the pay run, I noticed that a couple of people's leave that should have been reduced due to their time worked, it calculated it as normal.

As I use the "Copy pay items from previous pay" is this why it didn't work?

Thanks.

Comments

  • Rav
    Rav Administrator, Reckon Staff Posts: 13,586 Reckon Community Manager Community Manager

    Hi @JEN

    I'll do some testing on this but you might be on to something in regard to the Copy Pay Items option. Just as a one-off, if you attempt to create the payrun using the option to enter pay items manually, do you recieve a different result when it comes to leave calculation?

  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 388 Reckon Staff

    Hi @JEN

    Could you please confirm if, in addition to the Leave settings, you have made any changes to the Employee Earning - Pay items?

    Specifically, have you created a new Earning Pay item for employees and started using it in the pay run? If so, please ensure that the option for Leave accrual is enabled for this pay item.

    Check the screenshot for your reference -

    image.png

    Please let us know for any concerns. Thank you!

    Regards

    Tanvi

  • JEN
    JEN Member Posts: 88 Reckoner Reckoner
    edited March 13
    https://community.reckon.com/discussion/comment/20653208#Comment_20653208

    Hi @Rav

    I haven't tried to do the pay run using the option to enter pay items manually. I wonder if this will make a difference?

    Hi @Tanvi_kataria

    Updateโ€ฆI just noticed that the box you indicated in the example above wasn't ticked in my settings. I will update it now and see if that makes a difference next pay run.

    Thank you both and look forward to your replies/help.

  • Rav
    Rav Administrator, Reckon Staff Posts: 13,586 Reckon Community Manager Community Manager
    edited March 14

    Hi Jen

    I just did a bit of testing in my own book and I have a feeling I might have an idea of what's happening but before that just have a couple of questions.

    Where did you change the option to calculate leave from per pay to per time worked? Was it the default rates section within the leave item itself? Screenshot example below.

    image.png

    If so, did you also update the leave item from per pay to per time worked in the respective employee's profile?

    Edit Leave from Per Pay to Per Time.gif

    Or does it currently still show as per pay for the accrual method when you view one of those employees?

  • JEN
    JEN Member Posts: 88 Reckoner Reckoner
    https://community.reckon.com/discussion/comment/20653215#Comment_20653215

    Hello Rav,

    I changed all employees leave entitlements to "Per time worked" in their personal records.

    I also ticked the box as per Tanvi's instructions above. Hopefully all will work out next pay run.

    Thanks Rav for your input. :)

  • Rav
    Rav Administrator, Reckon Staff Posts: 13,586 Reckon Community Manager Community Manager
    edited March 16

    Let us know how you get on @JEN, if you continue to run into any trouble please sing out ๐Ÿ™‚

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