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Create an accrued leave 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 Accrued Leave Report feature lets you create a comprehensive report of all employee leave accruals 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 accrued leave report

Create an accrued leave report
  1. Click the   Reports menu.
  2. Click the Time tab.
  3. Click the Accrued Leave Report submenu.
  4. You will now see the Accrued Leave Report page, which displays leave accrual 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.
      Accrued leave filters.jpg
  7. Click the Apply button to update the report with your selected filters.

Data management

View detailed accrued leave information
  1. Click the   Reports menu.
  2. Click the Time tab.
  3. Click the Accrued Leave Report submenu.
  4. The report displays a comprehensive table with the following information:
    • Personnel - Employee name and details
    • Team - Department or team assignment
    • Leave Type - Category of leave accrued
    • Duration - Amount of leave accrued
    • Start Date - Employee start date
    • Termination Date - End date (if applicable)
    • Confirmed Date - Date when accrual was confirmed
  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 accrual records.
  7. You can 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 accrued leave report
  1. Click the   Reports menu.
  2. Click the Time tab.
  3. Click the Accrued Leave Report submenu.
  4. Apply any desired filters to customise the data you want to export.
  5. Click the Download CSV button.
    Accrued leave 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 Accrued Leave 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.

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