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 your employees accrued leave values. With the added 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: | Essentials | Standard | Premium |
Getting started
- Log into your Employment Hero Payroll platform.
- Click the Pay Run menu.
- Click on the required pay run.
- Click on the required employee's name.
- Click the Actions button.
- Click the Adjust Leave button.
- Complete the following fields:
- Select leave category.
- Notes.
- Apply earnings rules.
- Hours.
Important
Adjusting a leave balance only
To adjust only the leave balance so that earnings are not affected, un-tick the Apply Earnings Rules box, whether - decreasing or + increasing.
Adjusting a leave balance, leave category and earnings
If you need to correct leave taken, e.g. leave taken was processed as annual leave however, was meant to be processed as personal carer's leave, tick Apply Earnings Rules box and enter the positive amount for the incorrect leave category and then a negative amount for the correct leave category.This will offset previous leave taken, earnings figures and correct both the pay category and balance.
This Leave Adjustment will create an earnings line for the employee showing you made adjustments to their leave.
- Click the Save button.
Data management
- 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.
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:
- Reporting your organisations leave balances | Payroll Web Platform This feature allows you to create a report on each employee's current and historical leave balances.
- Reporting on your organisations leave liabilities | Payroll Web Platform This feature allows you to create a report covering your employees current and historical approved leave requests.
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