The Update Leave Entitlements process can be run after transactions are entered, to update leave and RDO balances based on the current transactions. The process will update leave that is based on entitlement accrual, hours worked and shifts worked.
The updated balances are then available for inclusion on pay advices if required.
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
The purpose of running Update Leave Entitlements after processing transactions is to ensure that leave balances are updated for the current pay period, so they can be displayed on pay advices, if required. If you do not display leave balances on advices, you can produce them without updating leave entitlements first.
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.
Pay Advice display options must be set up correctly to ensure leave taken (paid) in the current period is reflected in the updated leave balances displayed on advices. Go to Payroll, Reports, Transactions, Pay Advices. In the Leave tab of the Pay Advice window, tick Current Leave Transactions.