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Employees and Payroll
Hi Georgia, thank you for replying.
I wanted to use just one annual leave category for everyone, regardless of how they're paid, so the date for the Leave Category is 1/01/22, and I then change it in the individual's Leave Allowance Template - this is where I'm finding that the date can only be the 1st of the month (any month is fine, but only the 1st).
The pay date for the December pay run is 1st - 31st December. I have two schedules set up, one to pay on 31st December and one to pay on 31st January, both to cover 1st - 31st December (based on how people are paid).
I've been testing it as I want to be able to show people's annual leave balance for the year at the end of January's pay run - anyone paid for January in January is fine, those paid for December in January need their leave year to start on 1st December.
This is causing a problem for any leave they book in December - it's coming out of the new year's balance while any remaining balance from the old year is deleted, but we can get around that with a manual adjustment as we don't want to have leave carry forward automatically.
I just wanted to be able to set the leave year to start on 31st December as that should mean that any December leave comes out of the old year's balance.
If necessary we can have 2 leave categories - one for those who are paid in arrears and one for those who are paid in-month - I just need to know what the best way forward is as we have been so tangled with our leave structure for the past 2 years that we are testing it completely now before rebuilding the way we do it!