5d._Verify_new_leave_balances

5d. Verify new leave balances

Compare the employee’s adjusted leave balance against the employee’s leave balance before the adjustment.


Remember! The Leave Report shows the leave hours as a negative number in the column titled Hours Accrued.

 

Webinar: Step 5A-D. Leave rates, Carryover limits 

 

How do I verify new leave balances?

Print the Leave report to view the employee's leave balances before and after running Adjust Carryover Hours. You should complete this step for each employee in your organization.


Do this...

1. Open Connect Payroll > Reports > Leave Report.

2. Compare the employee’s original leave balance (use the Leave Report from Step 5a. Print the Leave Report) to the employee’s adjusted leave balances shown on the Adjust Carryover Hours Report from step 5c. Run Adjust Carryover Hours.


Are the employee’s adjusted leave balances correct?

  • Yes, the employee’s adjusted leave balances are correct. That’s good news. Move on to the next employee to check the employee’s adjusted leave balance.

  • No, the employee’s adjusted leave balances are not correct. You need to find out why the employee’s leave balance did not calculate correctly. Try using the Leave report from Step 5a. Print the Leave Report to check if the correct leave pay codes are assigned to the employee. 

 

3. Keep the printed Adjust Carryover Hours report and Leave report in your files for future reference.

You’re done with this section. Go to Step 6: Print W-2s.

 

 

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