hi i need some help with my payroll. I want to reset all employee personal leave and annual leave from 01/03/2018.

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jinnie

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Posted 1 month ago

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Shane, Employee

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Hi Jinnie,

If using payroll premier you would need to edit each employee individually and set the available leave to 0.00.

If using Reckon Accounts in the leave details tick the box to reset each new year and set the date to reset as 1-3-28.  When you do a pay after that date it will reset.


Regards,
Shane
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jinnie

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we are using reckon enterprise Manufacturing and wholesale edition 2017.

I'd tried reset all my employees but still not working.

Hi Jinnie

Just wondering why you're wanting to do that ..... ?  Both Personal & Annual Leave balances continue carrying forward for permanent FT/PT employees.  For that reason - & unless the employees' Award specifically says this is not the case - I wouldn't be selecting to reset any of these hours.

Generally, AL gets paid out at employment end, however PL doesn't.  If you're just wanting to remove incorrect, leftover balances, you can manually edit/overtype the balance shown in the "Hours available as of" date field (as shown above) 

This field usually shows the balance as at the previous pay period end date.  NB If this is after 01/03/18, you will need to add AL & PL accrued since.  (I'd suggest printing each employee's Pay Slip since then & using that to check each employees' PL & AL accrual per Pay.  Then, manually edit/overtype the amount shown on each of their Leave records.

Hope that helps.

(Edited)