Change available annual leave in an employee’s record

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.

460 Points

Posted 3 years ago

3 years ago

Judy

82 Points

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 :)

Comment

3 years ago

460 Points

Thanks for that Judy but it didn't work! Any other suggestions?
Gail

Comment

3 years ago

John G, Information Support Analyst

27,530 Points

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

Comment

3 years ago

460 Points

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.

Comment

3 years ago

John G, Information Support Analyst

27,530 Points

Hi gr,

Have you selected the correct leave item?

Here is my change....

Want to reduce existing outstanding:

Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1591717/RackMultipart20170504-63526-zu6heb-RedLeave1_inlineJPG1493872557

Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1591717/RackMultipart20170504-63526-zu6heb-RedLeave1_inlineJPG1493872557

Reduce by 6 hours:

Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1591718/RackMultipart20170504-6516-ylvlro-RedLeave2_inlineJPG1493872600

Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1591718/RackMultipart20170504-6516-ylvlro-RedLeave2_inlineJPG1493872600

View new balance:

Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1591719/RackMultipart20170504-101195-19jwh97-RedLeave3_inlineJPG1493872628

Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1591719/RackMultipart20170504-101195-19jwh97-RedLeave3_inlineJPG1493872628

Hope this helps,

regards,
John

Comment

3 years ago

460 Points

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.