Forum Discussion

5 years ago

Entitlements error

Hi when processing my pays today and using the entitements (RDO or Annual leave) it comes up with an error message saying there is a zero balance and it will pt the emoloyee into a negative balance, ...

leave

Payroll

Steven_M
5 years ago
Hi Everyone

When processing your first pays in the new payroll year in AccountRight 2020.2 and you are encountering a warning message indicating that it will go into a negative situation, we do recommend checking out Leave entitlement warning message when processing pays in AccountRight 2020.2 for more information.

There was also some enquiries on this thread that talks about an entitlement with hours not appearing in on the payslip. For an entitlement to appear on the payslip, the following conditions do need to be meet for that to occur:

Setup>>Prefereences>>Reports & Forms >> Include all YTD amounts and Entitlement Balances on Paycheque stubs needs to be enabled

The entitlement will need to be used on a payroll transaction in the current payroll year (this will include if you have entitlement has values used from the previous payroll year).

Commonly it the last one that does trip clients up at this time of year. Should you be that situation and you want the value to appear but the employee is not going to accrue a value in the distant future (Time Off In Lieu is common) you want to process a pay for that employee getting them to accrue 1 hour. Once recording that pay, reverse that pay to reduce that 1. This will added a positive and a negative to the entitlement so it will not impact the available hours but will add in the history for the current payroll year.

Anita_MO

Experienced Cover User

Hi!

I can imagine how frustrated you are. As a possible suggestion could you set up a new entitlement category with the correct carry over format and then enter in the balance adjustment with what should be the correct accruals. You would need to unlink the original entitlement categories and if you cannot delete then put zz in front. Hope this may be a helpful idea.

Steven_M

Former Staff

5 years ago

Hi Everyone

When processing your first pays in the new payroll year in AccountRight 2020.2 and you are encountering a warning message indicating that it will go into a negative situation, we do recommend checking out Leave entitlement warning message when processing pays in AccountRight 2020.2 for more information.

There was also some enquiries on this thread that talks about an entitlement with hours not appearing in on the payslip. For an entitlement to appear on the payslip, the following conditions do need to be meet for that to occur:

Setup>>Prefereences>>Reports & Forms >> Include all YTD amounts and Entitlement Balances on Paycheque stubs needs to be enabled
The entitlement will need to be used on a payroll transaction in the current payroll year (this will include if you have entitlement has values used from the previous payroll year).

Commonly it the last one that does trip clients up at this time of year. Should you be that situation and you want the value to appear but the employee is not going to accrue a value in the distant future (Time Off In Lieu is common) you want to process a pay for that employee getting them to accrue 1 hour. Once recording that pay, reverse that pay to reduce that 1. This will added a positive and a negative to the entitlement so it will not impact the available hours but will add in the history for the current payroll year.

User25
Experienced User
5 years ago
Hi

I donot completely agree with your provided solution as ours is a different case.
We haven't done any changes to our employees entitlements. The preferences>Reports&Forms>Include all YTD amounts and Entitlement Balances on Paycheque stubs shows enabled but when it comes to the Card files>Payroll details>Entitlements>Annual leave accruals>Carry remaining entitlements to next year is disabled, Since this is disabled I am unable to make any changes under the "Balance Adjustment".
We have processed our first payroll for this financial year last week where I could see Annual leave hours accrued only for this new financial year while the last years Annual leave YTD hours has completely disappeared. I strongly feel this could have happened because card files carry remaining entilements to next year is disabled and have absolutely no idea how this had happened. But this is not the case with other entitlements as they are perfectly fine.

I hope you got me this time what's concerning us. I am thinking of preparing a void pay cheque with ADJ of Annual Leave Accruals hours. I will simply put all the hours carried over from last financial year under annual leave accrual as I reckon this might show up employees total YTD in their next payslip.
- Neil_M
  Former Staff
  5 years ago
  Hi User25
  
  With regards to the “Carry remaining entitlements to next year”, if this is disabled you wont be able to change it and instead would need to create a new entitlement category with this option enabled if you do want to carry the balances forward at the end of the payroll year.
  
  If the entitlement amount was missing from a card file, I’d be inclined to do a void pay with the adjustment against the entitlement for the number of hours you want to give the employee. As this is a recorded pay you wont have to worry about editing the figures on the employee’s card, however the only thing to be mindful of is that the amount will appear in the YTD field and not in the carry over or balance adjustment columns.
  
  That said if the entitlement adjustment was recorded on a pay it would carry through to all subsequent payslips for this employee in this payroll year, assuming the Show on Pay Slip option is selected on the entitlement
KevinSuryawijay
5 years ago
Steven_M Thank you for advising a solution. I have been thinking to do manual transactions as per your advice as it appears to be programmed this way but was awaiting a solution from MYOB by way of software update. If i can suggest an update be done to eliminate this issue in the next payroll year end.