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Create a leave entitlements report

Updated

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

The Leave Entitlements Report feature lets you create a comprehensive report of all employee leave entitlements and allocations within a specified time period. You can filter the report by personnel, leave type, team, and other criteria. You can also use this feature to download a CSV file of the data, enabling you to load the report into a CSV-supported programme like Microsoft Excel.

Create the leave entitlements report

Create a leave entitlements report
  1. Click the   Reports menu.
  2. Click the Time tab.
  3. Click the Leave Entitlements Report submenu.
  4. You will now see the Leave Entitlements Report page, which displays leave entitlement data in both chart and table format.
  5. Set your Date Range to specify the period you want to analyse.
  6. Filter your search based on the following criteria:
    • Personnel - Select specific employees or view all personnel.
    • Leave Type - Filter by specific leave categories.
    • Employment Status - Include or exclude terminated employees.
    • Location - Filter by office location or work site.
    • Teams - Filter by specific teams or departments.
    • Employment Type - Filter by full-time, part-time, contractor, etc.
    • Primary Manager - Filter by reporting manager.
    • Personnel Type - Filter by employee type if applicable.
    • Entity - Filter by business entity.
      Leave entitlement report filters.jpg
  7. Click the Apply button to update the report with your selected filters.

Data management

View detailed leave entitlement information
  1. Click the   Reports menu.
  2. Click the Time tab.
  3. Click the Leave Entitlements Report submenu.
  4. The report displays a comprehensive table with the following information:
    • Employee - Personnel name and details
    • Start Date - Employee start date
    • Leave Type - Category of leave entitlement
    • Leave Rule - Applied leave policy or rule
    • Accrued to Date - Total leave accrued up to the specified date
    • Period - Leave year or accrual period
    • Entitlement - Total entitled leave amount
    • Brought Forward - Leave carried over from previous period
    • Forfeited - Leave amount forfeited or lost
  5. Use the column headers to sort the data in ascending or descending order.
  6. Use the search function to quickly locate specific employees or entitlement records.
  7. Navigate through multiple pages of results using the pagination controls at the bottom of the table.
Filter and customise the report
  1. Click the Filter by button to access filtering options.
  2. Select your desired filters from the dropdown menus.
  3. Applied filters will appear as tags below the filter options - click the X next to any filter tag to remove it.
  4. Click Clear to remove all applied filters at once.
  5. Click Apply to update the report with your selected criteria.
  6. The report will automatically update both the chart visualisation and table data based on your applied filters.
Download the leave entitlements report
  1. Click the   Reports menu.
  2. Click the Time tab.
  3. Click the Leave Entitlements Report submenu.
  4. Apply any desired filters to customise the data you want to export.
  5. Click the Download CSV button.
    Leave entitlement report download.jpg
  6. The CSV file will include all data currently displayed in the table, maintaining the same order and applying any active filters. Column headings in the CSV will match the exact terminology used in the platform.
Pin the report to your dashboard
  1. From the Leave Entitlements Report page, look for the Pin to Dashboard option.
  2. Click the pin icon to add this report to your main dashboard for quick access.
  3. The pinned report will display a summary chart view on your dashboard.
  4. Click on the pinned report widget to access the full detailed report.