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Run an accrued time off report

Updated

Available for the following EmploymentOS plans: Lite, Plus, Essentials, Engage, Elite, Unlimited
Available for the following HR plans: Standard, Premium, Platinum
Available for the following Payroll plans: Standard, Premium
Available for the following user access levels: Admin   

Employee time off management is the processes and policies your business uses to handle requests for time off from work, including vacation, sick time off, and parental time off. A successful employee time off 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 Time off Reporting feature allows you to create a report on your time off accruals, broken down by the time off 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 are integrated with for the relevant instructions.

EH Payroll KeyPay

Availability

Available for the following plans: Employment Plus, Employment Unlimited
Available for the following HR classic plans: Premium, Platinum
Available for the following user access levels: Admin   

Create an accrued time off report
  1. Click the   Reports menu.

  2. Click the Time off Report submenu.

    Helpful Hint

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

  3. Click on the Accrued Time off Report graph.
  4. Chose from the following filters:
    • Personnel.
    • Time off category.
    • Team.
  5. Click the Filter button.

Data management

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

EH Payroll KeyPay

Availability

Available for the following plans: Employment Plus, Employment Unlimited
Available for the following HR classic plans: Standard, Premium, Platinum
Available for the following user access levels: Admin  

Download my accrued time off report
  1. Click the   Reports menu.

  2. Click the Time off Report submenu.

    Helpful Hint

    You will now see the overview page showing the Accrued and Time off-Taken graphs.

  3. Click on the Accrued Time off Report graph.
  4. Chose from the following filters:
    • Personnel.
    • Time off category.
    • Team.
  5. Click the Filter button.
  6. Click the Download CSV button.

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