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Leave balances have been added to casual employees, how do I delete the annual leave?

 
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Best answer 08-07-2019

Accepted Solutions
QuickBooks Team

Re: Leave balances have been added to casual employees, how do I delete the annual leave?

Hi info375,

 

Welcome to QBCommunity!

 

To remove annual leave from casual employees, you will have to stop the leave from accruing in the first place.

 

To do this:

  1. Navigate to the employees in question under the Employees tab, and select Leave Allowances.
  2. Under the drop-down menu to apply a leave allowance template, select Casual Leave, or alternatively, untick the Can apply for leave section in annual leave.
  3. Click on Save at the bottom of the page.

Now, you will want to adjust the accrued annual leave back to zero.

 

To do this:

  1. Create a dummy pay run, or create the next scheduled pay run.
  2. Select the employee in the pay run, and select Leave Balances. Take a note of the accrued annual leave and then select Close.
  3. Click on Actions, and then select Adjust Leave. This will create a Leave Adjustment line, and in the Hours field, enter the full amount of the accrued leave, and then Save.
  4. When you finalise the pay run, the leave balances will apply.

Hope this helps!

 

Bonny

View solution in original post

2 Comments
QuickBooks Team

Re: Leave balances have been added to casual employees, how do I delete the annual leave?

Hi info375,

 

Welcome to QBCommunity!

 

To remove annual leave from casual employees, you will have to stop the leave from accruing in the first place.

 

To do this:

  1. Navigate to the employees in question under the Employees tab, and select Leave Allowances.
  2. Under the drop-down menu to apply a leave allowance template, select Casual Leave, or alternatively, untick the Can apply for leave section in annual leave.
  3. Click on Save at the bottom of the page.

Now, you will want to adjust the accrued annual leave back to zero.

 

To do this:

  1. Create a dummy pay run, or create the next scheduled pay run.
  2. Select the employee in the pay run, and select Leave Balances. Take a note of the accrued annual leave and then select Close.
  3. Click on Actions, and then select Adjust Leave. This will create a Leave Adjustment line, and in the Hours field, enter the full amount of the accrued leave, and then Save.
  4. When you finalise the pay run, the leave balances will apply.

Hope this helps!

 

Bonny

View solution in original post

Level 2

Re: Leave balances have been added to casual employees, how do I delete the annual leave?

Thank you Bonny, I thought it had to be something like this. I am new to using Quickbooks, however have been using another cloud accounting system in which I could do what you had mentioned. Navigating my way through.