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info375
August 6, 2019
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Leave balances have been added to casual employees, how do I delete the annual leave?

  • August 6, 2019
  • 2 replies
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Best answer by Bonny_

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

2 replies

Bonny_
Bonny_Answer
August 7, 2019

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

    I
    info375Author
    August 9, 2019

    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.

    Steven_Product Champion
    Steven_Product Champion
    September 3, 2020

    Hi David M2,

     

    It's important to check back in with the employee's Leave Allowance Template as this would be the source of the leave accrual. 

     

    1. Navigate to the employees in question under the Employees tab, select the employee,on the right select Leave Allowances.
    2. Under the drop-down menu at the top of the page, select the apply a leave allowance template, select Casual Leave.
    3. Click on Save at the bottom of the page

     

    After checking that this Casual Leave template is applied to the employees, you will want to go back into the pay run to see check the recalculation option. This can be fund by selecting the below steps.

     

    1. Open the Payrun you are working on
    2. Select the Employee's name, this drop down their earnings field and any adjustments added to the payrun.
    3. In the bottom right you will see a green Action button, then select Recalculate. 

    This option helps in making sure any recent changes made to settings outside the payrun, especially accrual amounts can be recalculated to show their correct values. 

     

    If you find your not making any headway with the steps and need further assistance, please don't hesitate to reach out to our friendly support team by clicking here.

     

    Thanks, 

     

    -Steven

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