Annual Leave - AU - Revision history

Pinvoicer: /* Adjusting Leave */

2020-03-03T03:17:05Z

Adjusting Leave

Pinvoicer: /* Set up the Pay Codes Items first */

2020-03-03T03:15:47Z

Set up the Pay Codes Items first

Pinvoicer: /* Set up the Pay Codes Items first */

2020-03-03T03:09:19Z

Set up the Pay Codes Items first

Pinvoicer at 03:07, 3 March 2020

2020-03-03T03:07:28Z

Pinvoicer at 01:22, 3 March 2020

2020-03-03T01:22:10Z

Pinvoicer at 01:21, 3 March 2020

2020-03-03T01:21:40Z

Pinvoicer at 01:05, 3 March 2020

2020-03-03T01:05:11Z

Pinvoicer at 01:04, 3 March 2020

2020-03-03T01:04:06Z

Pinvoicer at 00:59, 3 March 2020

2020-03-03T00:59:30Z

Pinvoicer at 00:43, 3 March 2020

2020-03-03T00:43:21Z

@@ Line 62: / Line 62: @@
 ===Adjusting Leave===
-Once the Pay Code Items are setup an employees leave balance will increase and decrease automatically. But there may be some circumstances where you need to adjust the balance, for example, where you are just setting up an employee to use these Pay code Items but they already have an agreed leave balance. On the employee record select the Leave tab. Here you can manually add additional hours or remove them by adding a negative value.
+Once the Pay Code Items are setup an employee's leave balance will increase and decrease automatically. But there may be some circumstances where you need to adjust the balance, for example, where you are just setting up an employee to use these Pay code Items but they already have an agreed leave balance. On the employee record select the Leave tab. Here you can manually add additional hours or remove them by adding a negative value.
 ==Related Pages==

← Older revision		Revision as of 03:15, 3 March 2020
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	* Add a second Item called "Sick Leave" (or similar), setting the Config Type to "Leave" and the Leave type to "Sick".		* Add a second Item called "Sick Leave" (or similar), setting the Config Type to "Leave" and the Leave type to "Sick".
		+
		+	* For each Pay Code an employee is paid under, add Pay Code Items for Annual Leave Payment and Sick Leave. This is done by System > Global Pay Codes or by selecting the Pay Codes tab on each client record.

@@ Line 25: / Line 25: @@
 '''Settings used to pay leave'''
-When the below Pay Code Items are used to pay an employee Annual, Sick or RDO Leave hours the system will know to deduct those hours from their relevant leave balance.
+When the below Pay Code Items are used to pay an employee Annual or Sick Leave hours the system will know to deduct those hours from their relevant leave balance.
 * Navigate to System > Set Up > Pay Code Item Editor and Add Item. Create an Item called "Annual Leave Payment" (or similar), setting the Config Type to "Leave" and the Leave type to "Annual".
@@ Line 51: / Line 51: @@
 * In System > Set Up > Chart of Accounts Editor set up specific GL Codes for Annual Leave Expense, Annual Leave Provision, Sick Leave Expense and Sick Leave Provision.
 * In System > Set Up > Division Editor, edit each Division and select the Chart of Accounts tab. Set the Annual Leave Expense, Annual Leave Provision, Sick Leave Expense and Sick Leave Provision fields to their appropriate GL Codes.
 ===Paying Annual or Sick Leave===

@@ Line 21: / Line 21: @@
-===Set the Leave Factors first===
+===Set up the Pay Codes Items first===
 '''Settings used to pay leave'''
@@ Line 36: / Line 36: @@
 '''Settings used to accumulate leave'''
-Every employee entitled to leave must use a Pay Code that is set to accumulate leave at the correct rate.
+Every employee entitled to leave must use a Pay Code Item that is set to accumulate leave at the correct rate.
 * Create or edit a Pay Code, either by System > Global Pay Codes or by selecting the Pay Codes tab on a client record.
@@ Line 56: / Line 56: @@
 ===Paying Annual or Sick Leave===
-Once the above Leave Factors have been set up this is the same as a normal pay employee procedure - i.e. enter the hours you wish to pay against the pay code item for the Annual or Sick pay.
+Once the above Pay Codes Items have been set up this is the same as a normal pay employee procedure - i.e. enter the hours you wish to pay against the pay code item for the Annual or Sick pay.

@@ Line 64: / Line 64: @@
-===Related Pages===
+==Related Pages==
 * [[RDO - AU]]
 * [[Pay Codes]]
 * [[Pay Code Item Editor]]

← Older revision		Revision as of 01:21, 3 March 2020
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	Normal work hours (typically paid as "Normal Hours") and Annual Leave and Sick Leave all qualify. NB. while on leave an employee accumulates further leave. Accruing leave is based on 2 weeks or 4 weeks of normal work hours per annum, hence there is no accrual for Time and 1/2, Double Time, etc.		Normal work hours (typically paid as "Normal Hours") and Annual Leave and Sick Leave all qualify. NB. while on leave an employee accumulates further leave. Accruing leave is based on 2 weeks or 4 weeks of normal work hours per annum, hence there is no accrual for Time and 1/2, Double Time, etc.
		+
		+	'''Financial implications'''
		+
		+	As hours as added to an employee's leave balance a financial provision must be made against the future cost that will be incurred when the employee takes the leave. This occurs by linking the accrual of hours against a specific "provision" GL code and the taking of those hours against an "expense" GL code.


Line 42:		Line 46:
	[[File:Pay_Code_Item_leave_accruals.PNG\|800px]]		[[File:Pay_Code_Item_leave_accruals.PNG\|800px]]

		+
		+	'''Financial settings'''
		+
		+	* In System > Set Up > Chart of Accounts Editor set up specific GL Codes for Annual Leave Expense, Annual Leave Provision, Sick Leave Expense and Sick Leave Provision.
		+
		+	* In System > Set Up > Division Editor, edit each Division and select the Chart of Accounts tab. Set the Annual Leave Expense, Annual Leave Provision, Sick Leave Expense and Sick Leave Provision fields to their appropriate GL Codes.

← Older revision		Revision as of 01:05, 3 March 2020
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	* Scroll down and set the accrual rates for Annual Leave Rate and Sick Leave Rate.		* Scroll down and set the accrual rates for Annual Leave Rate and Sick Leave Rate.

−	[[File:~~RDO_Paycode_Set_up_in_PinvoiceR~~.~~png~~\|800px]]	+	[[File:Pay_Code_Item_leave_accruals.PNG\|800px]]

@@ Line 25: / Line 25: @@
 * Navigate to System > Set Up > Pay Code Item Editor and Add Item. Create an Item called "Annual Leave Payment" (or similar), setting the Config Type to "Leave" and the Leave type to "Annual".
-[[File:RDO_Paycode_Set_up_in_PinvoiceR.png|800px]]
+[[File:Pay_Code_Item_Editor.PNG|800px]]
 * Add a second Item called "Sick Leave" (or similar), setting the Config Type to "Leave" and the Leave type to "Sick".

@@ Line 12: / Line 12: @@
 Normal work hours (typically paid as "Normal Hours") and Annual Leave and Sick Leave all qualify. NB. while on leave an employee accumulates further leave. Accruing leave is based on 2 weeks or 4 weeks of normal work hours per annum, hence there is no accrual for Time and 1/2, Double Time, etc.
 ==How to use==
-===Set the Leave Factors First===
+===Set the Leave Factors first===
 '''Settings used to pay leave'''
@@ Line 40: / Line 41: @@
 * Scroll down and set the accrual rates for Annual Leave Rate, Sick Leave Rate and RDO Rate.
-Example:
+<picture>
 ===Paying Annual or Sick Leave===
-This is the same as a normal pay employee procedure - i.e. enter the hours you wish to pay against the pay code item for the Annual or Sick pay.
+Once the above Leave Factors have been set up this is the same as a normal pay employee procedure - i.e. enter the hours you wish to pay against the pay code item for the Annual or Sick pay.