Balance tracking helps you establish the transaction types 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 is credited to an employee and how much is credited, and when the employee is entitled to the balance that is credited.
All pay transaction types that are set as Balance Accrual transaction types are listed in the Transaction Type dropdown list. You can set up a default accrual rule on the transaction type.
Each option and field on the form is described below. Mandatory options and fields are highlighted in red.
Calculate Annual Leave in Weeks
When you select the Calculate Annual Leave in Weeks option on both this form and on the transaction type assigned to the employee, the column Qty Weeks displays on the Balances subtab of the Transactions tab on the HR Employee Maintenance form.
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 or accrued.
The Leave Planning module also uses this field to calculate the number of leave days.
Std Hrs/Pay
Enter the hours per pay for this employee. This value assists in calculating average hourly rates for leave and also for forecasting leave when the accrual is percentage based.
This field also calculates the number of hours per week and report variances on the Maintain Pay Run form.
Std Hrs/Week
Greentree Desktop calculates this field to convert the hours per pay into standard hours per week. Greentree Desktop uses the conversion factor on the employee's pay group to obtain this value.
Std Days/Pay
The number of days in an employee's working week. If a value is entered in the Days/pay field on the Pay Group Maintenance form, that value defaults here. You can change that value in this field. The value cannot be a negative number.
Std Days/Week
The number of days an employee works, based on the employee's pay frequency. This field is read only.
Working Calendar
The Leave Planning module uses the working calendar to calculate the working days and hours for a leave request.
Select Working Calendar
Select the working calendar applicable for this employee.
Add public holidays to pays
Select this option to enable public holidays, specified on the non-working groups attached to the working calendar, to pay out using the transaction type specified on the Module Control form.
The calculated hours for the day on the working calendar is used to set the number of hours to be paid. Only days set as working days on the calendar is paid.
Balances table
This table displays the leave transaction types available and the accrual rule used to calculate balances.