Set Up/Adjust Employee Balances - Leave Example

Maximum Annual Accrual (Hours) is on an annual basis, not a total accrual basis. Consider the following example. You are implementing payroll for the first time on 9/1/15. You enter a Leave code with a Maximum Annual Accrual (Maintain>Payroll>Leave Codes) of 80 because you do not want your employees to accrue more than 80 hours of leave per year. In the case of Employee X, you do not need to enter a payroll check history, but you do need to enter Employee X's correct leave balance as of 9/1/15. Employee X has a leave balance of 32 hours from 2014; he has also accrued 53 hours so far in 2015 (for a total accrual of 85 hours).

In this case, you must make two entries for this employee in the Activities>Payroll>Set Up/Adjust Employee Balances form: one for 32 hours (on the Leave tab) with an effective date of 12/31/14 (on the Select tab), and another for 53 hours (on the Leave tab) with an effective date of 8/31/15 (on the Select tab). You should only enter one adjustment of 85 hours with an effective date of 8/31/15, because the system treats that as more than 80 hours of leave accrual for 2015 and makes adjustments accordingly, the next time you calculate payroll.