Fix holiday payEstablish the employee's Holiday Pay Due amount by multiplying their gross earnings (since their last holiday anniversary) by 8%, and entering this amount in the Holiday Pay Due field on the Leave Details tab. UI Text Box |
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| To find the employee's gross earning since their last anniversary, run the Period Report by Employee/Pay Code (Summary). |
Fix annual leaveUse the reports in Payroll to determine the annual leave an employee has taken, then work out what the employee would have been entitled to. You can then calculate the required adjustment to their annual leave balance. Here's how to do it: - Go to the Reports menu and choose Period Reports then choose by Pay Code Analysis.
- Select the following codes:
- Annual Leave (ANHL)
- Annual Leave Paid Out (ANHLCASH)
- Holiday Pay (HP)
- Click Next.
- Select the relevant employee then click Next.
- Leave all pay periods selected then click Finish.
- Click Preview or Print.
- Add the total hours taken for Annual Leave (ANHL) and Annual Leave Paid Out (ANHLCASH) and make a note of the number.
- Take the total dollar value for Holiday Pay (HP) and divide it by the current Annual Leave rate to convert it into hours, and make a note of this number.
This should have gone through as Annual Leave. Close the report and click Maintenance > Maintain Employees > Personal Details. Check the employee's start date and work out how much leave they were entitled to by adding the total amount of leave they were entitled to each year. UI Text Box |
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| In this example, it is 2016 and we are calculating annual leave for an employee who started on 16/04/11. Each year since they started they were entitled to 160 hours of annual leave, and in the current year they are accumulating holiday pay which has not rolled into annual leave yet. We're going to calculate the total leave they have earned during their employment. Once we have that, we're going to deduct the leave they have already taken.
So our calculation looks like this:
16/04/11 to 16/04/12 = 160 hours 16/04/12 to 16/04/13 = 160 hours 16/04/13 to 16/04/14 = 160 hours 16/04/15 to current date = holiday pay
Our employee's leave entitlement is 480 hours (160 X 3) up to their last anniversary. Now we need to deduct the leave they have taken.
In this case the leave reports tell us that they took the following hours: 16/04/11 to 16/04/12 = 160 hours 16/04/12 to 16/04/13 = 160 hours 16/04/13 to 16/04/14 = 160 hours 16/04/15 to current date = 100 hours
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Click the Leave Details tab and enter the employee's total annual leave figure into the Annual Leave Due as at field. The correct total will transfer down to the Current Annual Leave Due field.
UI Text Box |
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| - Any annual leave the employee has taken since their anniversary date will be accounted for in the Annual Leave taken since field, as long as that leave was processed correctly through Payroll.
- If the leave has been paid in advance, enter this as a negative value.
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The annual leave balance will now be correct and you'll be able to continue processing your pays normally. |