Leave balance for terminated employees

How to calculate annual leave balance, accrued leave for terminated employees

When an employee is terminated, their leave entitlement may need to be calculated to determine if they have taken more or less leave than they are entitled to up to their termination date.

Time Off Page

If the employee has a terminated date that is in the future then the admin/manager can check the employees Time Off page

The Annual leave graph has automatically adjusted to calculate the terminated date.

This employee has 25 annual leave days per year. They have an end date of 28/07/2023. 

Their time off graph now shows their entitlement as 14.5 which is the amount from the start of the annual leave year until their end date of 28/07/2023.

This would be reflected in the Annual Leave Summary report

Annual Leave Summary Report

To calculate the leave entitlement for a terminated employee, follow these steps:

• Go to Reports-Time Off
• Include Terminated Employees
• Enter the termination date in the Effective Date field
  

  

• Download the  Annual Leave Summary Report
• These contain the columns:

Annual Leave Type: Indicates whether the leave is in days, hours, or hourly accrued.
Annual Leave: The amount of leave allocated per leave year.
Accrued: The amount of leave that has been accrued from approved timesheets.
Accrued to Effective Date: The amount of leave accumulated from the beginning of the year (or the employee's start date if in the current year selected) to the selected effective date.
Carried Over: How much leave was carried over from the previous leave year.
Manual Adjustment: The total of any manual adjustments carried out in the relevant leave year.
Leave Taken: The total amount of leave the employee has already taken in the leave year. This figure is not affected by the selected effective end date.
Booked Ahead: Approved leave in the future for the leave year. This figure is not affected by the selected effective end date.
Balance V Accrued: This shows the leave the employee would be entitled to if they left the company on the date the report was run. It is the accrued leave to the effective date minus the leave taken.
Balance V Full Leave Year: The remaining annual leave the employee has yet to take this year, assuming they stay until the end of the year.
Sick Days: The number of sick days taken in the current year.
Certified: The number of certified sick days taken in the current year.
Uncertified: The number of uncertified sick days taken in the current year.