Employees - Annual Leave (Aus)

Employees | Payroll | Leave | Annual Leave tab

Fields

All fields on this tab except for Outstanding units and Nett outstanding ($) reflect what has occurred in the employee's current annual leave period; i.e. from the employee's annual leave start date to the period end date of the last closed pay.

Total hours paid:

The total hours worked in the employee's current annual leave period that count towards annual leave entitlement .

Updated each pay with the summed transaction quantity of allowances that have Include in Annual Leave = Yes and allowance Type = H. Hourly, S. Sick Leave, R. Salary, V. Leave Credit Paid or O. Long Service Leave.

Note: Even if Include in Annual Leave = Yes, the following allowance types are excluded: A. Allowance, C. ACC, Y. Leave Credit Accrued and Z. Employer Super.

Total days paid:

Total days worked in the employee's current annual leave period.

Updated each pay with quantity from the Days Worked transaction.

Total weeks paid:

Total weeks worked in the employee's current annual leave period.

Updated with number of weeks in relation to the employee's pay period frequency, i.e. increments by 1 if weekly, 2 if fortnightly, 4.33 if monthly, 2.16 if bi-monthly and 4 if 4-weekly.

Gross qualifying ($):

Total gross qualifying earnings contributing to annual leave calculations in the employee's current annual leave period.

Updated each pay with the summed transaction total amount of allowances that have Include in Annual Leave = Yes, regardless of allowance type.

Gross qualifying hours:

Total hours paid to an employee that have contributed to the Gross Qualifying ($) earnings. This value should match the value in Total hours paid.

PayGlobal uses this field to make its calculations when it is forced to recalculate annual leave accrued units on a Proportional or Average Accrual method.

Gross earnings pro-rata ($):

Total amount of annual leave accrued (in dollars) for this employee during the current annual leave period. The value will calculate differently depending on the Pay out all accrued field setting from the employee's Annual Leave table.


Pay out all accrued =
Percentage Gross	Accrued Units
Gross qualifying ($) Entitlement (% of Gross) / 100*	Total accrued Accrued unit pay out rate/rule*

Gross pro-rata paid ($):

PayGlobal automatically updates this field with the value of all annual leave paid in advance in the employee's current annual leave period. The calculation uses the rate or rule specified in the attached Annual Leave Table | Rules tab:

Total accrued taken * Accrued unit payout rate/rule value

Note: If an employee has taken more leave than they had accrued, the excess taken will be kept on roll-over and show that the employee has a negative accrual liability.

Overdue loading ($):

This field is updated on pay close with the value of leave loading that has not been paid as a result of the Pay pro-rata loading settings in the annual leave transaction.

If an annual leave transaction has been set up to calculate leave loading then this field will only be updated under the following conditions:

Units Paid in Annual Leave transaction	Pay pro-rata field setting	Unit value added to field
Both entitled and pro-rata	Entitled only	Pro-rata unit value only
	No
	Don't pay any	Both entitled and pro-rata unit values
	Pro-rata only	Entitled unit value only
Entitled units only	Pro-rata only	Entitled unit value only
Pro-rata units only	Entitled only	Pro-rata unit value only
	Don't pay any
	No

Loading ($):

This field is updated on pay close with the value of leave loading that has been paid as a result of the Pay pro-rata loading settings in the annual leave transaction.

If an annual leave transaction has been set up to calculate leave loading then this field will be only be updated under the following conditions:

Units Paid in Annual Leave transaction	Pay pro-rata field setting	Unit value added to field
Both entitled and pro-rata	Entitled only	Pro-rata unit value only
	Pro-rata only	Pro-rata unit value only
	Both	Both entitled and pro-rata unit values
	Yes
	No
Entitled units only	Entitled only	Entitled unit value only
	Both
	Yes
	No
Pro-rata units only	Pro-rata only	Pro-rata unit value only
	Both
	Yes

FTE hours:

Displays full-time equivalent hours currently accumulated in the annual leave period. This calculation only includes allowances that have the Allowances | Details (iii) | Include in FTE calculations = "Yes".

Unit balances

The following fields should never contain negative values:

Entitled
Total pro-rata
Total Pro-rata taken.

Once all entitled leave has been taken, the Total Pro-rata taken field will be populated with a positive value.

It is possible to have a negative value in the self-calculating AL Units Available field if the total pro-rata taken is greater than the amount that the employee has currently accrued.

Entitled:

The total of all annual leave units (hours or days) brought forward from previous annual leave periods.

Note: You can enter the a value directly into this field. Although it is only recommended if you have transferred data from another software system or you have acquired employees from another company (and database) and you are required to carry over the employee's annual leave entitlements.

When an employee takes leave, this balance is reduced first. If the balance is zero, the Total accrued taken is updated instead.

On rollover, this value is incremented by the value of any unused pro-rata units. If the employee's annual leave End date falls part-way through the period, only the portion of the unused pro-rata units between the pay period start date and the employee's annual leave end date are added. The portion that is after the employee's annual leave End date is retained in the Total pro-rata field.

Total pro-rata:

This field shows the progressive accrual of leave units (hours or days) during the current annual leave period. Whenever a pay period is closed PayGlobal automatically updates this field with the number of units that an employee has accrued in that pay period. The manner in which this field is updated is determined by the Annual Leave Table the employee is attached to, and the Method of unit accrual specified in the Setup tab.

You can view the employee's history log, to see their accrual per pay sequence, if you are concerned the accruals are incorrect see Troubleshooting Annual Leave.

Note: You can zero out the value in this field if you need to recalculate an employee's total accrued units, which may be necessary if an employee's annual leave unit type changes. When the accrual date pop-up appears it is recommended that you enter the pay period end date of the employee's last closed pay to get an accurate YTD value.

Total pro-rata taken:

PayGlobal defines Total Pro-rata taken as the units paid in the same annual leave period in which they are accruing.

PayGlobal automatically updates this field when no entitled annual leave units remain. It updates the field with the number of annual leave units (hours or days) paid to an employee in their current annual leave period.

On rollover, if the employee has taken more units than they accrued for the year, as at their annual leave End date the excess taken will remain in this field.

Any data in this field should directly correspond with the Gross pro-rata paid ($) field.

AL Units Available:

Displays the total number of units an employee is entitled to. The field will display either days or hours depending on the Entitlement unit on the employee's Annual Leave | Setup tab.

Entitled + (Total pro-rata - Total Pro-rata taken)

Entitled

Post 93:

This displays any entitled annual leave not taken after 17/08/1993. This is used to calculate tax for Employment Termination Payments.

Pre 93:

This displays any entitled annual leave not taken prior to 18/08/1993. This is used to calculate tax for Employment Termination Payments.


Liability	Nett entitled ($): The dollar value owed to the employee for previous annual leave periods. The calculation uses the unit balance of entitled (in days or hours) multiplied by the rate or rule specified in the attached Annual Leave \| Rules tab: Entitled * Entitled unit payout rate/rule value Nett pro-rata ($): The dollar value owed to the employee for the current annual leave period. The calculation method is: Gross earnings pro-rata ($) - Gross pro-rata paid ($) Total ($): Total nett liability the company is required to pay to the employee. The calculation method is: Nett entitled ($) + Nett pro-rata ($)