AU Payroll - Ability to remove leave types incorrectly assigned
Need to be able to remove a leave type for employees. Ie an employee is entitled to 4 weeks annual leave p.a.. They have renegotiated their contract and are now entitled to 5 weeks AL p.a. I've set up a new leave type to accrue 5 weeks p.a. for this employee and asked that they use this option when submitting future requests. I have changed the AL 4 week code to No Calculation for this employee, however it still appears as an option when they request leave. I would like to remove this as an option because they continually inadvertently select this type which puts it into negative.
Jennifer Martin
shared this idea
Thanks for taking the time to share this idea about being able to remove leave categories that are no longer used or were assigned incorrectly.
At the moment, there isn’t a way to fully archive or delete a leave type. If the leave type has never been used for that employee, you can remove it from their record. If the leave type has been used or has a balance, you’ll need to edit the balance and stop it from accruing going forward.
Your idea is formally logged here in Product Ideas. it’s up to the community to get behind and support it. Make sure you share your idea with any colleagues who could benefit from this so they can add their vote too!
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Loretta Sutcliffe
commented
Thanks Xero Admin - but even if you zero out and zero out accrual it still is on employees card file and is able to be selected when you enter leave. This is why I suggested it be removed or archived at least so that it cannot be selected incorrectly as then causes more issues. It would be great if you rethink this option
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Loretta Sutcliffe
commented
Ive got clients who have different types of leave accruals, so for example some employees have to be paid leave loading others already have it inbuilt into their wages. Therefore we have to setup 2 types of annual leave categories. I have an employee who has moved from one category to another it would be really great if we could archive the leave accrual that is no longer used. The reason for this is that both categories appear when entering a leave request and it is very easy to select the wrong category, especially when you have a number of employees in a payrun to process. Would it be possible to be able to either archive or delete the unused category within the employee card file.
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James Osborne
commented
unprofessional is an understatement, it lends itself to confusion especialy for the uneducated in an already complex and highly legislated HR area. this is basic housekeeping.
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Sarah Scoble
commented
I agree - I have a similar issue
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ANNA ABEL
commented
I am having the same issue. It was a mess and there are 2 types of leave and both were accruing which i didnt know about till I had a look for another reason.
I would like to be able to delete one of the leave types as i dont want them to keep seeing 0.000 against one agree with Julie it looks unprofessional.
Thank you :) -
Julie Dawson
commented
Please make this an option. It looks unprofessional having a payslip with zero leave entitlements owing over and over again. If they no longer accrue leave entitlements, then we should have the option to remove it from their payslips.