Adjust leave within a pay run on Payroll classic

Available for the following Payroll classic plans: Standard, Premium

As a manager of an organisation, there may be times when you need to adjust an employee's accrued leave balance to keep an accurate record of their leave entitlements.

As covered in this article, you can use the Payroll platform's Leave Adjustment feature (part of the Pay Run module) to change your employees' accrued leave values.

Important

Always verify the status of the relevant pay run before attempting leave adjustments.

There are two conditions for leave adjustments to work effectively:

  1. Leave adjustments can only be made after your next pay run.
  2. The pay run status needs to be locked before any adjustments can be made.

Getting started

Add an employee leave adjustment line
  1. Log in to your Employment Hero Payroll classic platform.
  2. Click the Pay Run menu.
  3. Click the required pay run.
    Accrued__UK__1.jpg
  4. Click the required employee name. 
  5. Click the Actions button.
  6. Click the Adjust Leave button.
    Adjust__UK__1.jpg
  7. Complete the following fields and other elements:
    • Select leave category
    • Notes
    • The Apply Earnings Rules checkbox

      Note: If you wish to adjust – either by increasing or decreasing – only the leave balance and not the employee's earnings, you will need to untick this Apply Earnings Rules checkbox. (For times when you will need to tick this Apply Earnings Rules checkbox, read the Important callout box below.)

       
    • Hours

       

    Important

    There may be times when you need to correct the applied leave taken (for example, if annual leave was accidentally taken rather than personal carer's leave).

    If this occurs, tick the Apply Earnings Rules checkbox and enter the positive amount for the incorrect leave category. Then apply a negative amount for the correct leave category.

    This will offset previous leave taken, earnings figures, and correct both the pay category and balance. The resultant Leave Adjustment will also create an earnings line for the employee, effectively showing that adjustments were made to their leave.

     

  8. Click the Save button.
    Adjust__UK__2.jpg

Removing data

Delete an employee leave adjustment line
  1. Log in to your Employment Hero Payroll classic platform.
  2. Click the Pay Run menu.
  3. Click the required pay run.
    Accrued__UK__1.jpg
  4. Click the required employee name. 
  5. Click the Delete button.
    Adjust__UK__3.jpg
  6. Click the Delete button.
    Adjust__UK__4.jpg

Explore related content:

Was this article helpful?
0 out of 3 found this helpful

Comments

0 comments

Article is closed for comments.