Leave taken reporting | HR Web Platform

Leave management is the processes designed by your business to handle requests for time off for staff leave, inclusive of vacation, holidays, sick leave, and parental leave. A successful employee leave management platform will provide a fair and accurate way to manage these requests. Making sure your organisation takes care of both your employees' needs and your company's legal requirements.

The Leave Taken Reporting feature allows you to create a report that you can use to analyse leave requests within a specific date period, broken down by the leave category and status. 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.

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.

Getting started

Create a leave-taken report
  1. Click the   Reports menu.
  2. Click the Time tab.
  3. Click the Leave Report submenu.
    screenshot of the reports page, wioth a highlight on the time tab and leave report box

    Helpful Hint

    You will now see the overview page, which displays the Accrued and Leave-Taken graphs.

  4. Click on the bar on the Leave Taken report graph.
    screenshot of the leave taken report graph, with a highlight on one of the bars on the graph
  5. Filter your search based on the following:
    • Show terminated personnel.
    • Personnel.
    • Date range.
    • Leave category.
    • Status.
  6. Click the Filter button.
    screenshot of the leave report page, with a highlight on the filter button

Data management

View an employee's leave request
  1. Click the   Reports menu.
  2. Click the Time tab.
  3. Click the Leave Report submenu.
    screenshot of the reports page, wioth a highlight on the time tab and leave report box

    Helpful Hint

    You will now see the overview page, which displays the Accrued and Leave-Taken graphs.

  4. Click on the bar on the Leave Taken report graph.
    screenshot of the leave taken report graph, with a highlight on one of the bars on the graph
  5. Filter your search based on the following:
    • Show terminated personnel.
    • Personnel.
    • Date range.
    • Leave category.
    • Status.
  6. Click the Filter button.
  7. Click the View button.
    screenshot of the leave report page, with a highlight on the filter and view buttons
Download the leave taken report
  1. Click the   Reports menu.
  2. Click the Time tab.
  3. Click the Leave Report submenu.
    screenshot of the reports page, wioth a highlight on the time tab and leave report box

    Helpful Hint

    You will now see the overview page, which displays the Accrued and Leave-Taken graphs.

  4. Click on the bar on the Leave Taken report graph.
    screenshot of the leave taken report graph, with a highlight on one of the bars on the graph
  5. Filter your search based on the following:
    • Show terminated personnel.
    • Personnel.
    • Date range.
    • Leave category.
    • Status.
  6. Click the Filter button.
  7. Click the Download CSV button.
    screenshot of the leave report page, with a highlight on the filter and download csv buttons

Author recommended

So you have now run a leave-taken 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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