Accrued leave reporting | HR Web Platform

Employee leave management is the processes and policies your business uses to handle requests for time off from work, including vacation, sick leave, and parental leave. A successful employee leave management platform will provide a fair and accurate way to manage these requests. It will also make sure your organisation meets both ‌your employees' needs and your company's legal requirements.

The Accrued Leave Reporting feature allows you to create a report on your leave accruels, broken down by the leave category and team. You can also use this feature to download a CSV file of the data, enabling you to load the report into a CSV-supported program like Microsoft Excel.

Getting started

  Select the payroll platform you integrated with for the relevant instructions.

EH Payroll KeyPay QuickBooks

Availability

HR Plan:   Free   Standard   Premium   Platinum
Payroll Plan:   Standard   Premium
  User Access:   Employee         Manager         Admin      

  This is the default access level per user and whether they have  view,  edit and  delete access, excluding any changes made via our Custom Security feature.

Create an accrued leave report
  1. Click the   Reports menu
  2. Click the Time tab.
  3. Click the Leave Report box.
    screenshot of the reports page, with a highlight on the time tab and leave report box

    Helpful Hint

    You will now see an overview page, showing the Accrued Leave and Leave-Taken graphs.

  4. Click on the Accrued Leave Report graph.
    screenshot of the leave report page, with a highlight on the accrued leave report graph
  5. Filter your search based on:
    • Personnel.
    • Leave category.
    • Team.
  6. Click the Filter button.
    screenshot of the accrued leave report, showing the search filters and with a highlight on the filter button

Data management

  Select the payroll platform you integrated with for the relevant instructions.

EH Payroll KeyPay QuickBooks

Availability

HR Plan:   Free   Standard   Premium   Platinum
Payroll Plan:   Standard   Premium
  User Access:   Employee         Manager         Admin      

  This is the default access level per user and whether they have  view,  edit and  delete access, excluding any changes made via our Custom Security feature.

Download my accrued leave report
  1. Click the   Reports menu
  2. Click the Time tab.
  3. Click the Leave Report box.
    screenshot of the reports page, with a highlight on the time tab and leave report box

    Helpful Hint

    You will now see an overview page, showing the Accrued Leave and Leave-Taken graphs.

  4. Click on the Accrued Leave Report graph.
    screenshot of the leave report page, with a highlight on the accrued leave report graph
  5. Filter your search based on:
    • Personnel.
    • Leave category.
    • Team.
  6. Click the Filter button.
  7. Click the Download CSV button.
    screenshot of the accrued leave report, showing the search filters and with a highlight on the filter and download csv buttons

Author recommended

So you have now run a leave-accrued report and you are now wondering, what next can I do. There are two recommendations I would make on this front, and they are:

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