Change available annual leave in an employee’s record

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  • Updated 2 years ago
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.
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gr

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Posted 3 years ago

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Judy

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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 :)
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gr

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Thanks for that Judy but it didn't work! Any other suggestions?
Gail
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John G, Information Support Analyst

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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
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gr

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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.
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John G, Information Support Analyst

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Hi gr,

Have you selected the correct leave item?

Here is my change....


Want to reduce existing outstanding:




Reduce by 6 hours:




View new balance:





Hope this helps, 

regards,
John
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gr

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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.
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John G, Information Support Analyst

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Thanks gr,

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


regards,
John.
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michael philp

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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?
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michael philp

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I've figured it out so all good
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gr

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Thanks John. Sounds like it's not me then!