Edit Accumulated Leave Days and Values

On the "More Reports page" use the "Leave Accumulated" Report to see current Accumulated Totals which may easily be exported to Excel. (Note you do not normally need to do this if your Leave Settings chosen are correct) To edit the actual "Accumulated Leave Days" you need to edit a particular historic month "Leave Days" value or the "Accumulated Total" uploaded from Harvester offline if you converted from Harvester-Offline. (or if you simply have just started Harvester-Online as a new client). Note that if you have just started Harvester online, then pay your employees for the first month and then after an initial payment is generated then you will be able to edit the accumulated leave total. You will be able to manually edit the "Leave days" value which will affect the Accumulated, outstanding leave days total: 1)Click on Settings 2)Click on employee Settings (Left hand side of screen) 3)Click on Historic Accumulated values(Right hand side, with blue button that says Edit) 4)Click on the particular historic payment of a specific employee you would like to edit. There are 2 values you can change: 1)Leave Days(what they earn in a month) and 2)Leave Days Taken(what they take in a month) After editing a historic month, then go back and redo the current month's payment (if you have processed it already) and you will notice on the payment capture screen (and payslip) the adjusted outstanding Leave Days. Note on the Edit Screen: "Current" means for the particular payment month you are editing. You have to change the actual value in a particular pay period. Then the Accumulated value changes accordingly. This is like an accounting system. Or you may edit the total accumulated leave days loaded from previous package by first selecting the search-option for viewing historic cumulative totals uploaded from previous package. Note: When you edit historic leave values for a particular historic month, Harvester will do nothing on the historic payslips unless you edit the "actual-payment" for that corresponding historic month. One is not really supposed to edit historic payslips as this can affect net pay, NAPSA, PAYE,NHIS etc. The reason for the ability to edit historic leave values is to make the current "Accumulated-Leave" correct. When you pay an employee in the current month and submit his or her payment as a normal payslip, then the program will take into account the historic values that you edited and the current payslip will show the correct "new" "Accumulated-Leave". If you want the actual historic payslip to change, then you can do this by selecting Edit-Payments and then go to the specific historic-month that you have just edited in terms of historic leave days and then resubmit the payment. However please note that if the Net Payslip changes as a result, then that would mean the PAYE, NHIS and NAPSA returns will also be different. Harvester is accepted and known by ZRA, NHIMA and NAPSA and so this is the reason the actual historic payslip is not changed when editing a value for accumulated leave. It will however be reflected in any subsequent month paid. If the net payslip will not be effected then your change will obviously be fine and you can go ahead and resubmit a historic payment. If you have been running harvester online and have not been checking the leave days properly and you want to fix it quickly do the following: Option 1 (Reset all Leave to Zero Accumulated Balances) Select settings on the Home page and then select Delete-Payroll Options. In the drop down select "Reset Leave for all employees to Zero" Option 2 (Edit Individual Employee Accumulated Balance) To avoid changing every months leave for each employee who is incorrect, try edit just one month's historic "leave-days" value and either add or subtract one amount so that the accumulated leave days will be correct. eg: If the current accumulated amount is 32 Leave-Days and the Accumulated-Leave-Days on the System (see payslip or accumulated leave report) is showing 12, then you will need to subtract 20 days from one of the historic months. (Don't worry if this makes the Leave-Days negative as it's a once off fix). Remember that if you have the correct Leave-Days settings applied you should NEVER have to manually change this leave as it works it all out automatically and correctly according to the days earned for leave each month (Typically 2 or 2.5 leave days per month). When you "pay out" the leave days or an employee goes on leave, you use the Leave-Days-Taken field on the normal payroll payment capture screen. The Accumulated leave days will reduce accordingly. If you converted from Harvester Offline and you want to edit the Accumulated Leave Totals, then at the top of the page, select "Historic Accumulated Totals uploaded from previous package" next to the Select-View option and press Search. You will then be able to edit the Accumulated Leave day Total that was converted from the Harvester Offline version which was the outstanding value at the time you converted to Harvester Online.