Goal
- How to pay an employee's remaining balance
- How to pay a terminated employee's leave management policy
- An employee was terminated; how do I payout the remaining amount from a Leave Management Policy?
Environment:
- Push Web App
Process:
- Click the Payroll tab
- On the left-hand navigation bar, click Earnings/Deductions
- Under Presets, click the drop-down menu and select Leave Management Policy Taken (I.e. Salaried Vacation Taken or Sick Days Taken)
- Under Frequency, click the drop-down menu and select One Time
- Under Date, click the drop-down menu and select the relevant pay period
- Under Employee, click the drop-down menu and select the relevant Employee or input the name of the employee
- Once you select the employee under Available Balance Hours or Available Balance Dollars, the box will populate with the existing Policy's balance
- Under Hours or Payment Method, click the drop-down menu and select All
- Under Calculation Type, the relevant Earning Preset will be auto-assigned to pay the employee
- Under Hours and Amount, the boxes will pre-populate with All
- To add more employees, click Add Row and repeat steps 6-9
- Once complete, click Submit Earnings/Deductions
- Once submitted, the page will refresh and create the payout for the relevant employee(s)!
Additional Information
When All is selected, the system will consider the hours/dollars accrued in the current pay period when a payout of a policy's balance is created under Earning and Deductions. This will ensure that employees who are leaving the business are paid out the entirety of their balance.
The Leave Management feature is currently available on the Premium Subscription or Pro Subscription with the Leave Management Add-On. In addition, Leave Management requires the Payroll Add On.
Please note that only Super Administrators and Team Administrators with permission to Run Payroll or Set up Earnings and Deductions by Preset will be able to add Earnings and Deductions.
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