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Rota a leave history report on the payroll platform

Updated

Available for the following Payroll plan: Free Payroll, Core Payroll
Available for the following user access levels: Admin 

The Leave History Reporting feature allows you to view the leave requests taken within your organisation. You can see details such as which pay period accrued, what type of leave, and the employees' opening and closing balances. You can also use this feature to download an excel file of this data or save the information in a printable PDF format.

Important

If you are a HR+PY connected client, from October 2023, you will be notified about our new integrated feature where HR will be your source of truth for all Leave settings. If you have been migrated to the new platform, then the article you need for leave reports is: Leave taken reporting | HR Web Platform.

Getting started

Running a leave history report
  1. Log into your Employment Hero platform.
  2. Click the  Reports menu.
  3. Click the Leave History button.
    Leave__UK__1.jpg 
  4. Select from the following fields:
    • Date range.
    • Employee.
    • Pay schedule.
    • Leave category.
    • Employee default location.

  5. Click the Run Report button.
    Leave__UK__2.jpg
     

    Helpful Hint

    You will now see your Leave History report on your screen.

    Leave__UK__3.jpg 

Maintain

Download the report: Excel
  1. Log into your Employment Hero platform.
  2. Click the  Reports menu.
  3. Click the Leave History button.
    Leave__UK__1.jpg 
  4. Select from the following fields:
    • Date range.
    • Employee.
    • Pay schedule.
    • Leave category.
    • Employee default location.
  5. Click the Run Report button.
  6. Click the Download button.
  7. Click the Excel button.
    Leave__UK__4.jpg 
Download the report: CSV
  1. Log into your Employment Hero platform.
  2. Click the  Reports menu.
  3. Click the Leave History button.
    Leave__UK__1.jpg 
  4. Select from the following fields:
    • Date range.
    • Employee.
    • Pay schedule.
    • Leave category.
    • Employee default location.
  5. Click the Run Report button.
  6. Click the Download button.
  7. Click the CSV button.
    Leave__UK__5.jpg 
Download the report: PDF
  1. Log into your Employment Hero platform.
  2. Click the  Reports menu.
  3. Click the Leave History button.
    Leave__UK__1.jpg 
  4. Select from the following fields:
    • Date range.
    • Employee.
    • Pay schedule.
    • Leave category.
    • Employee default location.
  5. Click the Run Report button.
  6. Click the Download button.
  7. Click the PDF button.
    Leave__UK__6.jpg

     
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