A termination date is showing as the To Date on the Payment Summary

Legacy KB ID: 5455

Question

An employee was terminated earlier in the year and was re-employed later in the year.  Why does the Payment Summary show the termination date as the ‘To’ date and not the end of the financial year?

Answer

Change the Termination Date in the Employee’s Record to 30/6/20xx.

 

The Issue

Sometimes when you terminate an employee the Termination Date is not recorded in the relevant field in the Employee Record’s Date tab.  You entered the date manually.  When you restore the employee the Termination Date field will not be cleared.  As the employee is no longer terminated, the Termination field is greyed and still showing the original termination date.

You cannot clear the date from the greyed field.  However, you can change the date. 

This date will have to be manually changed each year to the end of the financial year – 30/6/20xx -

 

Workaround

  1. Employee record> Dates tab .

  2. Enter the end of the financial year date;

  3. Print the Payment Summary

  4. Diarise to change this date again before running payment summaries next year.

Alternatively,

Create a new Employee record and carry over necessary balances.

 

Need more help?

Ask the Reckon Community at: https://community.reckon.com/reckon.


 

How did we do?

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