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pbc_bookkeeper
Level 1

How do I make manual adjustments to employee leave balances? recently discovered that my employees leave balances have not calculated correctly and needs to be adjusted

maybe my setup is not correct. However the options are all greyed out and not allowing me to change it. Units are set at 0.07692 calculated at hours per hour worked. and for example, my leave balance if calculated correctly and taking into account leave taken should be 19.66 hours. However seems to have calculated at 43.92 hours ...and I'm unsure as to how to adjust it
4 Comments 4
pbc_bookkeeper
Level 1

How do I make manual adjustments to employee leave balances? recently discovered that my employees leave balances have not calculated correctly and needs to be adjusted

screenshot of greyed out options attached

leave.JPG leave1.JPG

IntuitAika
Intuit

How do I make manual adjustments to employee leave balances? recently discovered that my employees leave balances have not calculated correctly and needs to be adjusted

Hi pbc_bookkeeper

 

Thank you for reaching out to us. You can make an adjustment on employee's leave balances in a pay run. 

 

Here's how:

 

1. Open or create a pay run.
2. Select an employee to expand details on it.
3. Select Actions and then select Adjust Leave.

 

Then specify the type of leave to be adjusted, and the number of units to adjust by. If you enter in a positive number, the leave balance will increase, whereas if you enter in a negative figure, the balance will decrease.

 

For your reference, you can also check on this article: How to apply leave adjustments

 

Let me know if you have any other questions. Have a nice day! 

pbc_bookkeeper
Level 1

How do I make manual adjustments to employee leave balances? recently discovered that my employees leave balances have not calculated correctly and needs to be adjusted

Thankyou!

 

How do I check whether it is actually calculating the leave correctly?

 

It doesn't seem like it is for some reason

IntuitAika
Intuit

How do I make manual adjustments to employee leave balances? recently discovered that my employees leave balances have not calculated correctly and needs to be adjusted

Hi pbc_bookkeeper,

 

The calculation of your leave will be based on the set up of your leave categories. If there's a need to make any changes on it, you can do that by going to Employees tab, select Payroll Settings and then Leave Categories. If a leave category is set to automatically accrues, you can check the employee's leave balance or the units accrued on a pay run.

 

Click here to watch a short video about setting up your Leave Categories.
Click here to read a detailed article about the Leave Categories page.

 

Thank you and feel free to leave a comment below if you have any other questions.