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How to change the Annual Leave Entitlement for a Payee.
How to change the Annual Leave Entitlement for a Payee.
Select Payees from the side navigation menu.
Locate the Payee you require by manually scrolling through the Payee List, entering the name into Search or using Show Advanced Filters.
Once the Payee has been located, select Actions > Edit.
🎯 Edit is unavailable if the Payee is included in an unposted Pay Run. To edit the Payee, the Payee must either be removed from the Pay Run or the Pay Run must be posted/reported to the ATO.
Select Leave Entitlements and Balances.
Navigate to Annual Leave.
If required, select This Payee is entitled to Leave Loading and change the percentage paid to the Payee, which is used to correctly calculate the outstanding Liability included in the Leave Liability Report.
If required, Select Edit to enalble the following fields so they can be amended.
0.00 Weeks - defines the number of Weeks Leave the Payee is entitled to for each year of Employment.
Which accrues - determines how Sick & Carer's Leave accrues;
Per Hour (Pro Rata) - For each 'hour' the Payee works, the Leave Balance will increase by the value in Hourly within the Entitlement (In Hours) Information Message.
Per Pay Period (Lump Sum) - Regardless of the Payee's work hours, the Leave balance will increase by the value in Weekly, Fortnightly, Monthly or Quarterly within the Entitlement (In Hours) Information Message.
on Anniversary of Commencement Date (Lump Sum) - When the Payee's Commencement Date is included in a pay run. The Leave balance will increase by the value outlined in Yearly within the Entitlement (In Hours) Information Message.
If required, change the Commencing from date.
If required, change the Opening Balance.
Select Save to save your changes.
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