Determine any outstanding entitlements

Paying your employees > Processing termination payments > Task 2: Determine any outstanding entitlements

Task 2: Determine any outstanding entitlements

1	Go to the Reports menu and select Index to Reports. The Index to Reports window appears.

2	Click the Payroll tab, and then select the Entitlements Balance Detail report.

3	Click Customise. The Report Customisation - Balance Detail window appears.

4	In the Employees field, type or select the employee’s name.

5

Make sure the reports date range covers the entire current payroll year, that is, 1 July to 30 June. This ensures that the report shows the employee’s entitlement balance not only for the current year, but also any amounts carried over from previous payroll years. This is particularly important for holiday leave as it is carried over from previous years.

6	Click Display. The Report Display window appears, displaying the entitlements owing to the employee.

▪	Task 3: Create payroll categories for termination payments

▪	Processing termination payments

▪	Reviewing payroll liabilities

Top of page