Managing leave adjustments within a pay run - Payroll Web Platform

Jameson Nixon

Updated 28 October 2022 00:58

Overview

Within your organisation, you may have a pay run where an employee needs an accrued leave balance adjusted to keep an accurate record of their leave entitlements. If this is the case, having payroll software that allows you to action these requests quickly and easily will reduce the administrative time you spend on managing employee leave accruals.

You can use the Leave Adjustment feature within the Pay Run module to change an employee's accrued leave value, with the ability to specify details such as the leave category, leave value, and any required supporting notes. You can also use this feature to delete a leave adjustment line if you added it in error.

Availability

Payroll Plan:

Standard

Premium

Getting started

Adding an employee leave adjustment line

Log into your Employment Hero Payroll platform.
Click the Pay Run menu.
Click on the required pay run.
Click on the required employee name.
Click the Actions button.
Click the Adjust Leave button.
Complete the following fields:
- Select leave category.
- Notes.
- Apply earnings rules.
- Hours.
Important

Reducing leave balances
Un-tick the Apply Earnings Rules box, if you are reducing leave balance as you do not want to include the leave adjustment in the employees' wage calculation.

Increasing leave balances
Enter the required leave balance increase into the hours field; i.e., if the employee had eight hours of leave processed in the previous pay run, then add eight hours into the hours field to increase their leave balance. Make sure you tick the Apply Earnings Rules tick box, so this Leave Adjustment will create an earnings line for the employee showing you made adjustments to their leave.
Click the Save button.

Maintain

Deleting an employee leave adjustment line

Log into your Employment Hero Payroll platform.
Click the Pay Run menu.
Click on the required pay run.
Click on the required employee name.
Click the Delete button.
Click the Delete button.

Watch the training video

Author recommended

So you have now adjusted leave within a pay run and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:

Payroll leave reporting: Leave balances The Leave Balance Reporting feature allows you to create a report on each employee's current and historical leave balances.
Payroll leave reporting: Leave liabilities The Leave liabilities Reporting feature allows you to create a report covering your employees current and historical approved leave requests.