Adjustment Example: Keep details on termination = "Yes"

In this example, the employee's annual leave table has Keep details on termination = "Yes", and they were paid out too much annual leave on termination.

1. Navigate to the employee's Annual Leave tab and increase their Total pro-rata taken to the required value.
2. Add an adjustment ETP for the terminated employee. See Add Adjustment ETP.

   Important: The adjustment ETP must be in the same tax year (Period YTD) as the employee's termination payment.

3. In Transaction View, add a termination (X-type) transaction for the terminated employee.

   Note: We recommend setting up and using a "Post-termination payments" X-type allowance for this type of termination transaction. See Minimising Incorrect Payments for Terminated Employees.

4. Process the employee's pay to generate a negative Lump Sum A value, which Exolvo allows in post-termination pays.

Topic: 30372