1. Opening Entitled Leave Balances 

Loading the opening leave a person is entitled to as at your last payrun before going live in iPayroll is easy. This is done under a persons "Leave" menu, then "Opening Balances". 

At the bottom of this page is a Opening Entitled Leave Balances spreadsheet that can be used to gather the information, or you can provide us with reports out of your existing payroll system.

Opening entitled leave should include entitled annual leave, but should not include accrued annual leave since their last anniversary. The 2 different entitlements should be loaded as separate entries. This is only a problem if you need to show the 2 different amounts of leave on the payslips, or if you perform a final pay on the person before they roll their first anniversary in iPayroll.

The Opening Entitled Leave Balances spreadsheet

1. Persons id

2. Persons name

3. Balance Type e.g. Annual Leave, Sick Leave...

4. As at date (each persons date of last anniversary)

5. Hours

6. Days

2. Provide Opening Annual Leave accrual details since the last anniversary

To have each persons opening annual leave balance 100% correct, we need to load in the following annual leave balances separated out to:

1. Entitled Annual Leave (became entitled to this leave last anniversary).

2. Accrued Annual Leave (Accrued leave since last anniversary).

At the bottom of this page is a Opening Accrued Annual Leave Balances spreadsheet that can be used to gather the information, or you can provide us with reports out of your existing payroll system.

Details needed are:

1. Liable hours worked since last anniversary

2. Liable gross pay ($) since last anniversary

3. Annual Leave hours taken and paid in advance

4. Gross pay paid for the Annual Leave paid in advance

The Opening Accrued Leave Balances spreadsheet

1. Persons id

2. Name

3. Balance Type e.g. Annual Leave, Sick Leave...

4. As at date (date of last paid up to date)

5. Liable Hours

6. Liable Earnings

7. Taken

8. Value

Download Files: