Change available annual leave in an employee’s record

grgr Member Posts: 27 ✭
edited June 2017 in Reckon One
Is there any way to change available annual leave in an employee’s record in Reckon One? In the employee's record in the Leave tab you can change anything under Leave but not under Leave Balance which is where my problem is.

Comments

  • JudyJudy Member Posts: 3
    edited April 2017
    Hi guy,

    Firstly, go to Settings menu -> Payroll settings -> YTD set up -> Leaves balances. Secondly, you add employee's name who u want to adjust, choose leave type, date and quantity which u want to adjust. Finally, check it and adjust again if necessary.

    Hope u can do it :)
  • grgr Member Posts: 27 ✭
    edited May 2017
    Thanks for that Judy but it didn't work! Any other suggestions?
    Gail
  • John GJohn G Reckon Staff Posts: 2,283 ✭✭
    edited May 2017
    Hi gr,

    Please try again.
    Make sure you select the correct leave pay item and the date to which the adjustment applies (eg: date of last pay).  The amount is the difference you need to add.


    regards,
    John
  • grgr Member Posts: 27 ✭
    edited May 2017
    I've tried again & it still hasn't worked. So the problem was that I need to take 6 hours off an employee's available leave. I put the employee's name, correct leave item in, date of April 28, and amount of -6. The available balance hasn't changed in the employee's record.
  • John GJohn G Reckon Staff Posts: 2,283 ✭✭
    edited May 2017
    Hi gr,

    Have you selected the correct leave item?

    Here is my change....


    Want to reduce existing outstanding:

    image


    Reduce by 6 hours:

    image


    View new balance:

    image



    Hope this helps, 

    regards,
    John
  • grgr Member Posts: 27 ✭
    edited May 2017
    Hi John
    That's exactly what I've done with the exception that when I started Reckon One I created a leave item called "Annual Leave COGS". This is used in my employees' records as well as the YTD balances I inputted from the start. Every pay month leave has been accruing properly. So with this available A/L change I've used that same leave item but it's not changing the available leave in the employee's record.
  • John GJohn G Reckon Staff Posts: 2,283 ✭✭
    edited June 2017
    Thanks gr,

    Please call Technical Support for further one-to-one help on this issue.


    regards,
    John.
  • grgr Member Posts: 27 ✭
    edited May 2017
    Thanks John. Sounds like it's not me then!

  • michael philpmichael philp Member Posts: 17
    edited June 2017
    Hi I followed your advice, and while it works it doesn't show as 'leave taken this pay' in the payroll summary. Do you have any other solution?
  • michael philpmichael philp Member Posts: 17
    edited June 2017
    I've figured it out so all good

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