Available for the following EmploymentOS plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR Classic plans: Premium, Platinum
Available for the following user access levels: Admin
Leave management refers to 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 feature 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.
Getting started
- Log in to Employment Hero.
- Click the Reports menu option.
- Click the Time tab.
- Click the Leave Report submenu.
Helpful Hint
You will now see the overview page, which displays the Accrued and Leave-Taken graphs.
- Click on the bar on the Leave Taken report graph.
- Filter your search based on the following:
- Show terminated personnel.
- Personnel.
- Date range.
- Leave category. Examples: Sick leave, open-ended leave, entitlement based leave.
- Status. Examples: Approved leave, pending leave.
- Click the Apply button.
Data management
Important
Downloading this document gives you an overview of the leave for all your employees over a calendar year.- Log in to Employment Hero.
- Click the Reports menu option.
- Click the Time tab.
- Click the Leave Report submenu.
Helpful Hint
You will now see the overview page, which displays the Accrued and Leave-Taken graphs.
- Click on the bar on the Leave Taken report graph.
- Filter your search based on the following:
- Show terminated personnel.
- Personnel.
- Date range.
- Leave category. Examples: Sick leave, open-ended leave, entitlement-based leave.
- Status. Examples: Approved leave, pending leave.
- Click the Download CSV button, then Leave taken summary.
- Select the calendar year of the summary you want, then click Download.
- Your CSV file will download automatically.
Important
Downloading this document gives you detailed leave requests for employees over a selected period of time. You can use the filter to change the data you want to download- Log in to Employment Hero.
- Click the Reports menu option.
- Click the Time tab.
- Click the Leave Report submenu.
Helpful Hint
You will now see the overview page, which displays the Accrued and Leave-Taken graphs.
- Click on the bar on the Leave Taken report graph.
- Filter your search based on the following:
- Show terminated personnel.
- Personnel.
- Date range.
- Leave category. Examples: Sick leave, open-ended leave, entitlement-based leave.
- Status. Examples: Approved leave, pending leave.
- Click the Filter button.
- Click the Download CSV button, then Leave taken details.
- Your CSV file will download automatically.
Explore related content
- Approve and decline leave requests This article covers how you can approve any outstanding leave requests on the Employment Hero platform.
- Bulk update employee leave balances on HR classic This feature lets you update employee leave balances in bulk, meaning you do not have to adjust each employee's leave balance type individually.