There are several reports you can use to check the changes in an Employee's Leave Accrual.
Leave Liability Variance Report
This report allows you to review leave accruals and leave taken for an Employee:
Common, IQ, IQB-LLV001 - Leave Liability Variance Report
The report provides details of leave balance movements between two completed periods. It includes the rate that was current at the time the leave was accrued. If an employee received a rate change between the two periods, the Carry Forward and Variance amounts will increase by the rate increase. For example:
An Employee has an annual leave balance of 100 hours at 31 March 2024 and a rate of $30. This gives them a Bring Forward balance of $3,000.
They receive a pay increase on 10 April 2024 to $32 per hour.
They are a full-time employee working 7.5 hours per day and are paid monthly. Therefore, they accrue 12.33 hours between 31 March 2024 and 30 April 2024.
As of 30 April 2024, their leave balance is 112.33 hours. Multiplied by their new rate ($32), giving a Carry Forward Balance of $3,594.56.
The variance is $594.56, which consists of:
100 (Bring forward hours) * $2 (rate change) = $200
12.33 (Leave Accrual) * $32 (new rate) = $394.56
Employee Leave History Report
Use this report for the leave taken history for one or more employees.
Payroll, Reports, General, Employee Leave History
The report can be produced for a specific leave type or reason. For example, to report on Unpaid Leave within a period, you would select the Leave Type 'Other' and the Leave Reason 'Unpaid’.
Include Previous Tax Year - If you have processed the End of Year, select this option to include leave entered in the previous financial year.
Print By Date Range - This option selects leave based on the dates leave was taken.
Print by Period End - This option selects leave based on the period the leave was processed.
Leave Types - To report on a leave type, select the leave type from the dropdown list. The default is set to all Leave Types.
Leave Reasons - To report on a leave reason, select the leave reason from the dropdown list. The default is set to all Leave Reasons.
Employee Enquiries
Employee Enquiries includes a Leave History tab, which displays Leave Taken and any Manual Leave Adjustments.
Payroll, Enquiries, Employee Enquiries
Select an Employee and Date Range. Click View to see the details. The Leave History tab is available when Single Employee is ticked. However, you will still be able to review Leave Taken in the Transactions tab.
Database Audit
The Report and Viewer display changes on the Employee record and include the old value, new value, when the change occurred and who made it.
Access MicrOpay Evo Administration, System Configuration, Database Audit Log Report/Viewer
This report will show you the original setup of Leave for the Employee, the Accrual each pay and when Prorata balances became Entitlement:
Sign in as Admin and go to Access MicrOpay Evo Administration, System Configuration, Database Audit Log Report. Select the Logged Tables as _iptblEmployeeLeave to show just Leave Changes made to the Employees.
Sign in as Admin and go to Access MicrOpay Evo Administration, System Configuration, Database Audit Log Viewer. Select the Audited Table _iptblEmployeeLeave to show just Leave Changes made to the Employees. Enter the date range and click Load. The data will display leave changes for all employees within the data range. You can filter on fields to narrow down the search.
Important: A change was made to the way leave is stored in the June 2013 release. If you are investigating leave accruals before this, you will need to refer to the _iptblEmployee table.
Things to take into consideration when reviewing reports if a discrepancy appears:
Has the Employee changed their Employment Contract, for example, from Full-Time to Part-Time or vice versa?
Has the employee just commenced and only worked a partial pay period?
Was the Employee attached to an Hours Worked Leave Type, then changed to a Contract Hours Type Leave Calculation or vice versa?
Did the Employee leave your company and then return and the same Employee record has been used?
Did the Employee have a period of Suspended Leave, for example, Unpaid leave or Parental Leave?
Have you migrated to MicrOpay Evo, and have the leave balances been manually entered from another software program?
When reviewing the Leave Taken history, has an Unpaid Leave Reason been processed against a Leave Type such as Annual, Sick or Long Service Leave rather than Other Leave, as this will reduce the Leave Balance?
Review the Australian Government's Fairwork Website, which includes information on the minimum work standards: