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)
• personal leave (Australia)
• 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.

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

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

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

Annual leave balances are shown on the employee’s payslip. You can also choose whether to include personal leave balances on the payslip by selecting or deselecting the option on the Payroll settings page.

(Australia only) 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 more information about how leave is accrued in MYOB Essentials, see Set up leave.

Show or hide personal leave balances on employee payslips

You can choose whether you want to show your employees' available personal leave balances (that is, the amount of personal leave they are entitled to take) on their payslips. You make this selection via the Payroll menu > Payroll settings > Payslips tab. The selection you make here will apply to all employees.

If this option is selected, the employee will be able to see how much personal or sick leave they have. Otherwise, only their annual leave and alternative holiday (New Zealand) balances will be shown.

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.