The Update Leave Entitlements process can be run after transactions are entered, to update leave and RDO balances for the current period. The process updates leave that is based on contract hours, hours worked and shifts worked.
The updated balances are then available to include on pay advices.
For Australian databases only:
You will receive a message when producing Pay Advices if employees with current transactions have not had their leave updated.
To access Update Leave Entitlements, go to Payroll, Transactions, General.
Points about Update Leave Entitlements and displaying leave balances on pay advices
Run Update Leave Entitlements after processing transactions is to update the leave balances for the current pay period, to display them on pay advices, if required. If you don't include leave balances on advices, produce pay advices without updating leave entitlements first.
Leave taken is updated as part of the End of Pay process.
To include leave taken (paid) in the current period and reduce the leave balance displayed on advices, tick Current Leave Transactions on the Leave tab of Pay Advices (Payroll, Reports, Transactions).
Leave entitlements can still be updated as part of the End of Pay process. Tick Update Leave in the End of Pay window before running it.
When Update Leave Entitlements is run, current transactions that are included in the process are locked. You will not be able to edit or delete these transactions. New transactions can be added.
If you need to change or delete a transaction, consider using another transaction to make the change or reverse the transaction.
Alternatively, you could restore the database to before the transactions were locked. Care should be taken when restoring, as you remove all changes made since the backup and will need to re-process them. You might also cause duplicate payments (EFT, Creditor EFT or Super Clearing Batches) or discrepancies.
If new transactions are added, Update Leave Entitlements should be re-run to capture the latest leave entitlements.