In this topic

• Introduction
• Viewing leave accrual history
• Editing an employee’s initial accruals

Introduction

This topic describes how an Employee Authority can view employee’s leave accruals or adjust an employee’s initial leave accrual.

Viewing leave accrual history

To view an employee’s leave accrual history:

1. Go to the Employees screen using the menu

2. Use the search filters or the page navigation links at the bottom of the screen to find the employee if required

   NOTE: For more details on locating an employee record, refer to the Searching for Employees help topic.

3. Click on the employees name to view the employees record
4. Select the Leave History tab
5. You will see a table listing the employee’s leave balance as at each payroll that has been run in the current financial year.
6. To view the leave accruals for a previous financial year, you can select the required financial year from the Financial Year dropdown at the top of the screen.

Note: As an Employee Authority, you will be able to view all of the employee’s leave accruals (i.e. Annual Leave, Personal Leave, Long Service Leave and RDO), however, employees will only be able to see those leave accruals which have been configured to be visible to employees.

Editing an employee’s initial accruals

The Initial Accrual is the starting balance of an employee’s leave accrual. For new staff, this would typically be zero, however, for employees that have transfered from another company or who have been paid through another payroll system prior to using Ready pay (powered by Aussiepay), the initial accrual allows you to specify how much leave that should start off with.

To edit the Initial Accruals for an employee:

1. Go to the Employees screen using the menu
2. Use the search filters or the page navigation links at the bottom of the screen to find the employee if required
3. Hover your mouse cursor over the Edit button next to the employee’s name
4. Click the Initial Accruals link from the fly out menu
5. Enter in the starting hours for each of the leave types
6. Click the Save Changes button

NOTE: Any updates to the Initial Accruals will instantly update the entire leave history based on the updated starting balances. The new balances will be automatically visible on Payslips that are viewed through Employee Self Service, however, Payslips and other reports that have been generated in the Payroll or Month End reports will not be automatically updated. You will need to regenerate the Payroll and Month End reports manually if required.