Balance Tracking

Balance tracking helps you establish the transaction types you want to keep a running balance of for this employee. This can include annual leave, sick leave, long service leave, rostered days off or overtime. If tracking any of the balance transactions, you can attach the accrual rule for the balance type.

The accrual rule defines how often the balance will be credited to an employee and how much will be credited, and when the employee will be entitled to the balance that is credited. All pay transaction types that are set as balance accrual transaction types appear in the Transaction Type dropdown. You can set a default accrual rule on the transaction type.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Std Hrs/Day

Enter the hours per day for this employee. This value is used in leave reporting to convert hours entitled or accrued into days entitled/accrued. It is also used in the Leave Planning module to calculate the number of leave days.

Std Hrs/Pay

Enter the hours per pay for this employee. This value is used to assist in the calculation of average hourly rates for leave and also for forecasting leave when the accrual is percentage based. This field is also used to calculate the number of hours per week and report variances on the Maintain Pay Run form.

Std Hrs/Week

This field is calculated by Greentree Desktop to convert the hours per pay into standard hours per week. Greentree uses the conversion factor on the employee's pay group to obtain this value.

Working Calendar

This is the working calendar used by the Leave Planning module to calculate the working days and hours for a leave request.

Select Working Calendar

Select the working calendar applicable for this employee.

Balances table

This table displays the leave transaction types available and the accrual rule used to calculate balances.

Trans Type - This field displays the leave transaction type. The available transaction types are pay types and one selected for balance accrual.
Description - This field displays the description for the transaction type.
Accrual Rule - The accrual rule displayed is the default rule for the transaction type, or a different rule can be selected from the dropdown list.
Max Overdrawn - Enter the maximum number of hours that the employee can be overdrawn for this leave type.