View an employee’s leave balances

On the Leave tab of an employee's record you can view the amount of leave they're entitled to, including:

• annual leave
• alternative holidays (New Zealand)
• and personal leave (Australia)
• alternative holidays and sick leave (New Zealand)

(New Zealand) You can also view the amount of annual leave that an employee has accrued, but which is not yet available.

Image Removed

(New Zealand) This screen also shows the total value of the employee’s leave entitlements.

Image Removed

(Australia) Available leave balances are shown next to the relevant fields when you do an employee’s pay run.

Image Removed

(New Zealand) Available leave balances are shown in the Holidays & leave screen, when you add holidays or leave to the pay run.

Image RemovedFor more information about how leave is accrued in MYOB Essentials, see Set up leave.

For Australia

Available leave balances are shown next to the relevant fields when you do an employee’s pay run.

Image Added

Note that these balances include the amount of leave accrued during the pay period. That is, the balance is shown as at the end of the pay period. This will usually be different to the balance shown on the Pay run screen and the Leave tab of the employee record before you do the pay run.

For

New Zealand

You can view am employee's Annual leave balances and choose whether to shows these in hours, days or weeks.

Image Added

You can also see the Alternative holidays and Sick leave balances.

Image Added

Also, when you enter leave during an pay run, you'll see the available leave balances in the Holidays & leave screen.

Image Added

Cash out annual leave

Cashing out annual leave is where an employee is paid for annual leave without taking the time off work. It's sometimes called cashing in, cashing up, or selling annual leave.

To cash out annual leave in MYOB Essentials, create a new pay item for the employee and use it to make the payment. You'll also need to reduce the employee's leave balance by the number of hours they're cashing in.

For all the details, see Cashing up annual holidays.

Adjust an employee's leave balance

While there is no "leave adjustment" feature in MYOB Essentials, there are a couple of ways you can do it. You might also need to check the employee's leave setup to make sure it's calculating correctly.

Are you in New Zealand? Find out about updating leave balances in New Zealand.

If you've recorded the wrong leave in an employee's pay

Delete that pay and re-enter it with the correct leave details.

If an employee's leave balance is wrong

Adjust their opening balance for that leave type (Payroll menu > Employees > click the employee > Leave tab). For example, to increase an employee's annual leave balance by 5 hours, increase their annual leave opening balance by 5 hours. Make sure you click Save after changing the opening balance.

If you update the Estimated leave accrued, the adjusted balance will only update after a pay run has been processed for that employee.