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Level 1

Trying to create a leave request for an employee and "sick leave" does not appear in the "Leave Category". whereas it is in the system as a valid category

 
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Level 1

Trying to create a leave request for an employee and "sick leave" does not appear in the "Leave Category". whereas it is in the system as a valid category

Sorry people i have worked this one out.

 

But the Award they are on is 10 sick days per year, i have updated the "Sick Leave" category to 10 days per year, but when i create a sick leave request for an employee, the system says they have a leave balance of "0.00"????

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Trying to create a leave request for an employee and "sick leave" does not appear in the "Leave Category". whereas it is in the system as a valid category

Hi kebabthyme,

 

The reason your employees are not showing a leave balance for this category may be because they were set up to accrue the leave under a different category. In accordance with the legislation, payroll includes categories for Personal/Carer's Leave and Personal/Carer's Leave (10 days) which can be used for 'sick leave', and you may have created your own as well. Depending on which category the employee is set up to accrue leave under may be why you are encountering this zero balance. You can check this category and their leave balances by:

 

  1. Go to the Employees tab and click the employee's name.
  2. Select the menu Leave Allowances on the left.
  3. Take note of a) if they have a leave allowance template and b) scroll down to determine which category for sick/personal is toggled on.
  4. Select the menu Leave Balances on the left and take note of the employee's balances and category names.

 

Where you go from here will depend on what you have set up. As an example, if the employee was previously accruing leave under the Personal/Carer's Leave (10 days) and you want to change this to a Sick Leave category you have set up, you will need to switch off and on the correct categories in their Leave Allowances section. If they are on a Leave template, you may need to adjust the template itself (you can do so from Payroll Settings > Leave Allowance Templates). If you need to transfer the balance from one category to another, you can do so with a Leave Adjustment in the pay run:

 

  1. In a pay run, click on the employee's name to expand their earnings information.
  2. Select their green Actions button and choose Adjust Leave.
  3. Select the 'old' category and enter the balance as a negative figure.
  4.  Select their green Actions button and choose Adjust Leave again.
  5. Select the 'new' category and enter the balance as a positive figure.
  6. Save and finalise the pay run. 

 

If the employees were never set up to accrue sick/personal leave, you will need to use a leave adjustment to add a balance and enable them for accrual in the future. As the steps you may need to take will be dependent on what you have already set up and what you need to change, I would encourage you to reach out to our Support Team directly on 1800 046 038 if you require further assistance as they can gather the information specific to your setup and walk you through what you need to do. I also note that you mentioned Awards in your previous post - if you are using Advanced Payroll and have an Award installed, the personal/carer's leave configuration was updated in all pre-built Awards to provide a simplified transition process from hourly based accrual of personal/carer's leave to day based accruals in accordance with the legislation changes. If you have an Award that was installed prior to 25th Feb 2020 you may need to follow some instructions to update this which our Payroll team can walk you through. If you don't use the pre-built Awards however you can disregard this and proceed with the instructions above. 

 

-Kass