Balances

Open this form by clicking the Balances icon on the Pay Entry form. This form shows accrued and entitled balances, the hourly rate plus a range of average rates. The basis of the first average is set on the employees pay group. This can be a number of weeks or hours, and can also exclude a set number of the most recent weeks.

If the employee has not worked twelve months, Greentree Desktop calculates the 52 week ÷ 12 month average of the number of weeks they have been paid.

Options Reference

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

Employee Code

The code for the employee you are inquiring on.

Employee Name

The name of the employee you are inquiring on.

As at

Displays the pay end date and is the date used to calculated the entitled and accrued balances.

Show balance in hours

If you select this option, the balance for the balance tracked transaction types display in hours.

Show balance in days

If you select this option, the balance for the balance tracked transaction types display in days.

If this option is not available, the Std Hrs/Day option on the Balance Tracking tab of the Employee Maintenance form must have a value.

Show balance in weeks

If you select this option, the balance for the balance tracked transaction types display in days.

This option is only enabled if the employee's leave is being tracked.

Balances Table

Shows the entitled and accrued hours for each of the balance tracked items for the employee. The columns are:

Trans type - The transaction type code for the balance tracked item.
Description - The description of the transaction type.
Accrual Rule - The name of the accrual rule attached to the transaction type.
Entitled - The number of hours or days the employee is entitled to as at the pay end date.
Current Rate - The hourly rate applicable for the transaction type for the employee as at the pay end date.
Accrual - The number of hours or days the employee has accrued as at the pay end date.
Accrued Value - The dollar value of the accrual balance for the transaction type displays.
Average Rate - The accrued value divided by the accrued hours.
Not Entitled - The number of hours that are accrued, but not yet entitled as at the pay end date.

Average for last X weeks/months

Average Weekly/Monthly Earnings

Displays the average weekly or monthly earnings for a number of weeks or months preceding the current pay. The number of weeks or months is set on the employee's pay group.

Average Weekly/Monthly Normal Hours

Displays the average weekly or monthly hours for a number of weeks or months preceding the current pay. The number of weeks or months is set on the employee's pay group.

Average Hourly/Monthly Rate

Displays the average hourly rate using the earnings and normal hours for a number of weeks or months preceding the current pay. The number of weeks or months is set on the employee's pay group

Average for last 52 weeks/12 months

Average Weekly/Monthly Earnings

Displays the average weekly/monthly earnings using the 52 weeks ÷ 12 months preceding the current pay.

Average Weekly/Monthly Hours

Displays the average weekly/monthly hours using the 52 weeks ÷ 12 months preceding the current pay.

Average Hourly Rate

Displays the average hourly rate using the earnings and normal hours in the 52 weeks ÷ 12 months preceding the current pay.

Average adjusted for LWOP

If the employee is taking leave without pay, these fields display the employee's average weekly earnings adjusted by the average weekly earnings divisor. The divisor is set on the Leave Without Pay form, and represents the number of weeks to deduct from 52 to take leave without pay into account.

For example, if an employee takes five weeks of leave without pay, that employee's average weekly earnings is calculated over 48 weeks — 52 weeks - 4 weeks of leave without pay (the first week of leave without pay is ignored).

Average daily pay (New Zealand Only)

This section is enabled if you're tracking the number of days the employee was paid.

Last 52 weeks

These fields display the employee's gross pay, the number of days that the employee worked, and the employee's average daily pay.

Click the ellipsis button to display the Average Detail form. This form list the date, pay number, amount, and days paid for a specified number of previous pays.

Day Summary (non UK)

Enter the date to display the average rate by day (over the last four weeks).

Week 1

Average rate for the day of the week entered above for the first of four weeks.

Week 2

Average rate for the day of the week entered above for the second of four weeks.

Week 3

Average rate for the day of the week entered above for the third of four weeks.

Week 4

Average rate for the day of the week entered above for the fourth of four weeks.

Average

The average pay for the day entered above for the last four weeks.

Rate

The average rate of pay for the day entered above for the last four weeks. This value is used when the transaction type is set to change the rate if an average is higher when using the day of week average (last four weeks).

Sick Pay Analysis (UK Only)

This table shows you sick days taken and their status for SSP. You can drill down to view the pay that the SSP was paid on.

Show AWE

Click this button to view the pays included in the Average Weekly Earnings calculation.