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Manually change a leave balance

 

If you need to manually change a leave balance for any reason, you can do so under "Add & Edit Employees". This should be done with care, and would usually only need to be done in special cases such as where leave was paid out incorrectly or missed in some previous pay period, or where the leave balances had not initially been set up correctly.

Some information cannot be changed while an employee is currently set to be paid, or if there is holiday pay or other leave in the current pay for the employee. This is a safety feature. In this case you can either wait until the current pay has been processed and then make the adjustments, or you can remove the leave from the current pay and set the employee not to be paid. Do this under "Enter Current Pay".

Before starting, it is advised that you print the Holiday Pay report if you are changing a Holiday Pay balance, or the Sick Leave report if you are changing a Sick Leave balance. These reports are found by clicking the Reports option from the main menu of Payroll Pro.

 

Holiday Pay

You cannot change the balance directly as this is calculated from the other fields - for example the balance equals the leave added last entitlement date, plus any brought forward from previous years, less any taken/paid this year.

  1. Select "Add & Edit Employees"
  2. Select the employee to be changed.
  3. Select the "Holiday Pay" tab.
  4. Any of the information in the white boxes can be manually changed. The balance will be automatically calculated when you tab
    away from a field which you have changed.
  5. Click Close when finished.

Some examples of setting up holiday pay from the Payroll Pro help file may be helpful. These examples use 6% and 3 weeks, but you can get the idea and use 4 weeks and 8% or higher if your employees have a higher holiday pay entitlement:
Days or Hours Method - Holiday Pay based on anniversary of start date
Days or Hours Method - Holiday Pay using a common cut off date when the business has an annual close down
Percent of Gross only Method (and/or pay as you go holiday pay)

 

Sick Leave

You cannot change the balance directly as this is calculated from the other fields - for example the balance equals the leave added last entitlement date, plus any brought forward from previous years, less any taken/paid this year.

  1. Select "Add & Edit Employees"
  2. Select the employee to be changed.
  3. Select the "Sick, Bereavement, Public Holidays" tab.
  4. Any of the information in the white boxes can be manually changed. The balance will be automatically calculated when you tab
    away from a field which you have changed.
  5. Click Close when finished.

Click Here for the page relating to sick leave in the Payroll Pro help file