Payroll item
PLEASE can we have the ability to view and edit ALL the fields on a Payroll item, ESPECIALLY the Leave formulas - we cannot get the calculation of leave to be accurately recorded in Reckon and have to keep a manually updated spreadsheet for Leave Balances and Provisions
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@karen_escare Are you accruing your leave types “per hour” ?
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Yes…we are accruing leave by the hour with different rates depending on the type of leave.
Results are not as expected and I cant be sure that the setup is correct
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There is definitely something awry with your setup if it's not calculating as it should 😬
Which state are you in ?
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In WA ... I currently run leave provisions in a spreadsheet which has been audit checked, but I can't get Reckon's calculations to align
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I'm in WA also so assuming, you don't have any differing (eg Award/Agreement-specific) entitlements to the standard:
Entitlement:
- Personal (Sick) Leave (PL) : 10 days (2 wks or 76 hrs)
- Annual (Holiday) Leave (AL) : 20 days (4 wks or 152 hrs) &
- Long Service Leave (LSL) : 43.35 days (8
2/3wks or 329.46 hrs, after 10 yrs (or unused paid out pro rata on termination, after 7 yrs)
… here are the numbers you need for WA :
The usual rate for Personal Leave (PL) is: 0.03846 (based on above entitlement):
- 38 hrs x 2 wks = 76 Hrs entitlement p/yr
- 76 Hrs / 52 wks / 38 hrs p/wk = 0.03846 Hrs accrued p/hr worked.
The usual rate for Annual Leave (AL) is: 0.07692 (based on above entitlement):
- 38 hrs x 4 wks = 152 Hrs entitlement p/yr
- 152 Hrs / 52 wks / 38 hrs p/wk = 0.07692 Hrs accrued p/hr worked.
(NOTE: Reckon will round both of these accrual rates to 0.03833 & 0.07694 respectively. This is NOT an issue (as we're talking minutes!) & is just due to the fact that the accrual rate is calculated to 5 decimal places, whereas the leave hours displayed is only to 2)
The usual rate for Long Service Leave (LSL) is: 0.01667 (based on above entitlement):
- 38 hrs x 8.67 wks = 329.46 Hrs total (10-yr) entitlement
- 329.46 hrs / 10 yrs / 52 wks / 38 hrs p/wk = 0.01667 Hrs accrued p/hr worked.
If leave is set to every hour accrual, the rates are then the same for all employees, regardless of hours worked. That's why hourly is preferable as it's a default that allows for all/any variables 😁
eg when set to hourly, leave will accrue based only on the specific hours entered on the Paycheque …whether that's 1 or 38, so this method also works for PT & Casuals 😊
If it's still not calculating correctly after this, that means there are some other configuration issues in your setup - Usually, this will be Payroll Items created as the wrong "type" &/or with wrong selections.
If it's still not working after correcting the rates as above, I'm happy to take a look at your Payroll setup if you need, just email me direct 😊
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