Available for the following Payroll plan: Free Payroll, Core Payroll
Available for the following user access levels: Admin
Within your organisation, you will have employees submitting leave requests regularly for events such as going to a Dr's appointment or for a trip overseas. These leave requests allow you to manage team resources, by enabling you to see what roles will need covering, who is available to step in, and how long these plans will need to be in place.
The Leave Liabilities Reporting feature allows you to create a report covering your employee's current and historical approved leave requests, with the ability to see details such as the total hours and leave value. 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.
Getting Started
Visualising this data will help you start to understand how leave is being used in your company.
- Click the Reports menu.
- Click the Leave Liability button.
- Select from the following fields:
- As at date.
- Leave type.
- Group by.
- Employee default location.
- Include approved leave.
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Click the Run Report button.
Warning
Currently, when the "as at date" is changed to a date in the past, the report will still show the current leave liability. Leave liability reports are primarily used for monitoring current leave liabilities and forecasting future ones. To track leave liabilities over time, you can run a current report, export it, and file it for future reference.
Helpful Hint
You will now see your leave liability report on your screen.
Maintain
By downloading the reports you can view the data in Excel spreadsheets or as a PDF.
- Click the Reports menu.
- Click the Leave Liability button.
- Select from the following fields:
- As at date.
- Leave type.
- Group by.
- Employee default location.
- Include approved leave.
- Click the Run Report button.
- Click the Actions button.
- Click the Excel button.
- Click the Reports menu.
- Click the Leave Liability button.
- Select from the following fields:
- As at date.
- Leave type.
- Group by.
- Employee default location.
- Include approved leave.
- Click the Run Report button.
- Click the Actions button.
- Click the CSV button.
- Click the Reports menu.
- Click the Leave Liability button.
- Select from the following fields:
- As at date.
- Leave type.
- Group by.
- Employee default location.
- Include approved leave.
- Click the Run Report button.
- Click the Actions button.
- Click the PDF button.
Explore related content
- Leave balances report This feature allows you to create a report that you can use to analyse each employee's current and historical leave balances and see details such as the leave value, loading value, and leave type.
- Leave management This feature allows your managers or admins to approve or decline employee submitted leave requests, with the ability to see the employees leave balance and any conflicting leave requests via the calendar display.