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This information applies to MYOB AccountRight version 19. For later versions, see our help centre.
https://help.myob.com/wiki/x/cgCEAQ
ANSWER ID:9162
AccountRight Plus, Premier and Enterprise, Australia only
There are three ways to adjust an employee's leave depending on the scenario:
Method | When to use |
---|---|
Adjust carried-over leave balances | If you need to enter accrued leave from a previous payroll year. This may be required if you've started using AccountRight part way through the payroll year. |
Adjust year-to-date leave balances | If you've paid an employee the wrong amount of leave. |
Transfer leave balances from one entitlement category to another | If there's a change in the way an employee's leave is accrued, such as changing from an hourly pay rate to a salary. |
Let's step you through each of these.
If you're adjusting leave hours for several employees, run the Entitlements Balance Detail report to see your employees' current entitlement balances.
- Go to the Card File command centre and click Cards List. The Cards List window appears.
- Click the Employee tab and select the employee whose leave you want to adjust.
- Click Edit. The Card Information window appears.
- Click the Payroll Details tab.
- Click Entitlements. The Entitlements section displays the total number of hours an employee is entitled to take as sick and holiday pay.
- Type the entitlement hours carried over from a previous period in the Carry Over column next to the entitlement category.
- Click OK then click Close to return to the Card File command centre.
Unlike carry over leave balances, you can't change the year-to-date hours in the employee's card. If you need fix the leave balance owed to an employee, you can either:
- adjust the hours in the next pay run, or
- record a leave adjustment paycheque for the affected pay period. This method requires you to record a void paycheque as described in the procedure outlined below.
- Go to the Payroll command centre and click Process Payroll (Pay Employees in older software versions). The Process Payroll window appears.
- Select the option Process individual employee.
- Select the employee you want to adjust leave for.
- In the Payment Date field, enter the date you want to record the adjustment.
- Enter a pay date range in the Pay period start and Pay period end fields. This should be for the pay period you are adjusting.
- Click Next. The Select and Edit Employees Pay window appears.
- Click the arrow in the Edit column next to the employee's name. The Pay Employee window appears.
- Type a reference in the Cheque number field to show it is an adjustment, for example ADJ.
- If you want to provide additional information, enter a description of the adjustment in the Memo field.
- Delete all hours and amounts shown in the window. You need to do this so you don't re-record any pay amounts for the period, other than the leave adjustment.
- In the relevant leave accrual field, enter the adjustment leave hours in the Hours column. For example, if you need to subtract 8 hours from the employee's holiday accrual, type -8 next to Holiday Leave Accrual as shown in our example below.
- Click OK. A warning message appears asking if you want to void the paycheque.
- Click OK. The Select and Edit Employee window appears.
- Click Record. A message appears confirming the number of paycheques to record.
- Click Continue. The void paycheque is recorded and the Process Payments window appears.
- Click Close.
- Link the new entitlement category to the employee.
- Go to the Card File command centre and click Cards List. The Cards List window appears.
- Open the employee's card and click the Payroll Details tab.
- Click Entitlements and select the entitlement categories you want to link the employee to.
- Click OK.
- Record a leave adjustment paycheque (see To adjust year-to-date leave balances above). Note that you need to enter a negative number in the Hours column for the old entitlement and a positive number in the Hours column of the new entitlement.
- Unlink the employee from the old entitlement.
- Go to the Card File command centre and click Cards List. The Cards List window appears.
- Open the employee's card and click the Payroll Details tab.
- Click the Entitlements option and deselect the entitlement categories you want to unlink from the employee.
- Click OK.