Forum Discussion

CareShare's avatar
CareShare
Contributing User
4 years ago

Adjusting Accrued AL:LSL & Personal Leave When Working Hours Have changed

Hello Community,   As a result of the business downturn during COVID - one of my salaried staff have had their hours reduced from FT 38 hrs per week to 25.3 hrs per week.  When I tried changing the...
leave
Payroll
  • Tracey_H's avatar
    Tracey_H
    4 years ago

    CareShare 

     

    Hi Paul

     

    You've got a couple of options, you could increase the Equals x Hours per year to include the carry over figure. Or you could change the calculation to Equals x Hours per Pay period. Personally I think the easiest way is to make the calculation basis per pay period. Add the carry over figure to the amount you need to accrue this year, then divide that figure by the number of pay periods in the year (weekly = 52). 

     

    I'd also recommend doing some manually calculations to check that the correct amount is accrued by the end of year.

     

    Please let me know if you need further help.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

CareShare's avatar
CareShare
Contributing User

Hello MYOB,

 

Thank you for your previous advice which I have used to fix the leave accrual hours.  I have created the new categories for the part-time employee and have ensured that the journaled hours are correct - that worked.  

 

However, when I ran the next payroll, I found that only the Annual Leave accrual for the period actually came up.  The LSL and Personal leave did not come up.  I have checked the new categories against the method:information required on the old categories and they are the same.  

 

I rechecked the boxes ticked against the employee and it shows that they are ticked in all new categories Annual Leave; LSL and Personal Leave.   A re-run of the payroll has failed to bring up accrual figures for LSL and Personal Leave.

 

Your advice here would be appreciated.

 

Regards

 

Paul

 

 

Tracey_H's avatar
Tracey_H
Former Staff
4 years ago

CareShare 

 

Hi Paul

 

Can I clarify if you mean the YTD values are not appearing on payslips or that no new hours accrued in Process Payroll? 

 

If no hours are accruing when processing payroll, check the calculation basis of the entitlement. Go to Payroll categories>>Entitlements tab>>open LSL or Personal Leave>>what is the calculation basis? If you have set it as Equals percent of Gross hours, no hours will be accrued for a salary employee as they are not paid gross hours. You would need to set the calculation basis to User or Equals Hours per for those entitlements to accrue.

 

Please let me know how you go with this.

  • CareShare's avatar
    CareShare
    Contributing User
    4 years ago

    Hello Tracey,

     

    Thank you for your prompt advice.  To clarify.  The AL is showing as being accrued as it should - using the newly created PT Category - based on the FT setup previously.

     

    The LSL and PL accruals are not showing up or accruing.  I checked the accrual on the employee and the AL did add on but the LSL and PL remained the same for the period - even though the employee took 2 hours PL (sick leave) during the period.   The 2 hours PL did automatically deduct in the wages.

     

    I used the same setup on the newly created categories as were on the previous categories (called FT).

     

    I have uploaded screen clips of actual setup and also a screen print (no personal info showing) of the actual payslip for the period.  Hopefully, this will help you see what I have done.   Bearing in mind the employees name is ticked in the boxes inside each PT category.  I have more files to send you to help but only 5 allowed below.

     

    Thank you for this assistance.

     

    Paul

    • Tracey_H's avatar
      Tracey_H
      Former Staff
      4 years ago

      Hi CareShare 

       

      Thanks for those screenshots, they're a great help. Having a look at the set up of Personal Leave Accrual Sal PT, you've got the entitlement calculation set to Equals 50.66 Hours per Year. The YTD amount on the payslip for that entitlement is 81.97. Therefore, the employee has already reached their entitlement accrual for the year based on that calculation and there is no new accrual required.

       

      It's the same situation for the LSL Acc Sal PT. The calculation is set to Equals 32.92 Hours per Year and the YTD amount is 74.55.

       

      If the employee needs to continue accruing hours you could change the calculation to Equals x hours per Pay Period. That way the software will only look at that pay when calculating the accrual, not the whole year.

       

      Please let me know if you need further help.

       

      If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

      • CareShare's avatar
        CareShare
        Contributing User
        4 years ago

        Hi Tracey,

         

        OK, that makes sense, however, the problem now is, the only reason the YTD hours have been reached was because of the journal of hours changing from FT to PT.  In accordance with previuosly noted method of changing from one category to a new category.

         

        The employee had carryover hours (last f/y) that now need to be taken into consideration as the real YTD hours have not yet been reached.   

         

        I have attached the journal information to, hopefully, show you what I mean.  Somehow I have to get the carryover figures PLUS ongoing YTD into the employees figures.

         

        Look forward to that advice.

         

        Paul

  • CareShare's avatar
    CareShare
    Contributing User
    4 years ago

    Hi again Tracey,

     

    More info to help - see below.

     

    Paul

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