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View, filter, and download Leave Adjustment report

Sam Holland
Updated

Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following user access levels: Manager, Admin

Tracking leave balance adjustments is essential for maintaining accurate employee records and ensuring transparency in leave management.

The Leave Balance Adjustments Report feature helps you monitor all changes made to leave balances, whether automatic or manual, so you can maintain a clear history of adjustments. This report consolidates various data, including the employee name, leave type, adjustment date, and the reason for the change.

Getting started

View report
  1. Click Reports on the main menu.
  2. Select the All tab.
  3. Scroll down and select Leave Adjustments Report.
  4. You will now see the Leave Adjustments Report page displaying employees' leave adjustments.

    screenshot of Leave Adjustments Report page

Filter report
  1. Click Reports on the main menu.
  2. Select the All tab.
  3. Scroll down and select Leave Adjustments Report.
  4. Refer to the Leave Adjustments Filters section.

    screenshot of Leave Adjustments Report page, highlighting Leave Adjustments Filters section and its drop-down buttons

  5. Select your required filter(s):
    • Personnel
      This drop-down button lets you filter based on one or more employees.
    • Leave type
      This drop-down button lets you narrow results by leave category (e.g. Annual Leave and Sick Leave).
    • Show Terminated Personnel
      This drop-down button lets you select the Show Terminated Personnel checkbox if you would like to view both active and terminated employees.
    • Adjustment Type
      This drop-down button lets you select System adjustments (e.g. automated changes from terminations or workflows) and/or Manual adjustments.
    • More
      This drop-down button lets you select a date range.

      Helpful Hint

      Each time you select a filter option, remember to click the Apply button.

  6. The report will update automatically based on your filters.

Managing data

Download report
  1. Click Reports on the main menu.
  2. Select the All tab.
  3. Scroll down and select Leave Adjustments Report.
  4. (Optional) Select your filter(s).
  5. Click the Download (downward arrow) button.

    screenshot of Leave Adjustments Report page, highlighting Download button

  6. Your downloaded report (an exported CSV file) will appear in your browser's downloads folder.

Explore related content

  • Accrued leave reporting This feature allows you to generate a detailed report on your leave accruals, with breakdowns by leave category and individual teams.
  • Create a leave taken report This feature lets you create a report that you can use to analyse leave requests in a specified time period.

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