You should enter an employee's opening balances if you are transitioning from another payroll system and need to bring across an employee's current leave balances and/or year-to-date earnings amounts. This ensures continuity and accurate reporting within the current payroll year.
Change an employee's Opening Balances
How to change an employee's Opening Balances
- Log in to your payroll admin account.
- Click the name of the employee whose Opening Balances you want to change.
- Click Opening Balances from the left hand side menu.
- Select what type of Opening Balance you want to change.
The options are:- Leave Balances
- Earnings
- Benefits in Kind
- Deductions
- Employer Liabilities
- Statutory Contributions & PCB
- Tax reliefs
- Change the Opening Balances as required.
- Click Save.
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