The Leave Overview Report provides a broad view of leave taken by employees across the year. It also lets you see leave taken against leave accruals for each month. The report will help you visualise these types of leave information, broken down by teams and locations. You can also download a CSV file of the report or filter the results based on personnel, location, team, cost centre, and unit.
Important
The Leave Overview Report feature is currently only available for HR standalone organisations. This means it is not available for payroll-connected organisations at the moment.
Availability
| HR Plan: | Premium | Platinum |
The table below shows which user access levels (employee, manager and admin) can use leave reporting for HR only organisations.
| User Access: | Employee | Manager | Admin |
This is the default access level per user and whether they have view, edit and delete access, excluding any changes made via our Custom Security feature.
Getting started
- Click the Reports menu.
- Click the Time tab.
- Click the Leave Overview Report submenu.
Helpful Hint
You will now see the Leave Overview page, which shows three graphs: leave by team, leave by location, and leave taken by employees across the year.
- Filter the information in the Leave Taken graph by:
- Personnel.
- Location.
- Team.
- Cost Centre.
- Unit.
- Show accrued leave.
- Show terminated personnel.
Important
Click the Apply button for each filter you use.
Helpful Hint
Tick the Show accrued leave checkbox to see a graph of leave accrued beside leave taken per month.
Data management
- Click the Reports menu.
- Click the Time tab.
- Click the Leave Overview Report submenu.
Helpful Hint
You will now see the Leave Overview page, which shows three graphs: leave by team, leave by location, and leave taken by employees across the year.
- Filter the information in the Leave Taken graph by:
- Personnel.
- Location.
- Team.
- Cost Centre.
- Unit.
- Show accrued leave.
- Show terminated personnel.
Important
Click the Apply button for each filter you use.
- Click the Download CSV button.