Available for the following HR plans: Standard, Premium, Platinum
Available for the following user access levels: Manager, Admin
Tracking employee leave balances is essential for accurate leave management. It ensures every employee is allocated the correct amount of leave and that records stay up to date.
The Historical Balance Report feature lets you view employees' leave accruals on specific dates while offering a snapshot of balances across various leave categories. You can also filter the report to include or exclude terminated employees and narrow results by individual employees or leave types.
Getting started
- Click Reports on the main menu.
- Select the All tab.
- Scroll down and select Historical Balance Report.
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You will now see the Historical Balance Report page displaying employees' leave balances.
Helpful Hint
By default, the Historical Balance Report page displays each employee’s current leave balance. To view balances from a past date (e.g. one year prior), use the As At Date filter. For more guidance, refer to this article’s Filter report section below.
- Click Reports on the main menu.
- Select the All tab.
- Scroll down and select Historical Balance Report.
- Refer to the Leave Adjustments Filters section.
- Select your required filter(s):
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Personnel
This drop-down button lets you filter based on one or more employees. -
As At Date
This drop-down button lets you select a specific past date from a calendar interface. -
Show Terminated Personnel
This drop-down button lets you select the Show Terminated Personnel checkbox if you would like to view both active and terminated employees. -
Leave type
This drop-down button lets you select one or more leave types, such as Annual Leave, and Birthday Leave, and Entitlement-based leave.
Important
Each time you select a filter option, remember to click the Apply button.
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Personnel
- The report will update automatically based on your filters.
Managing data
- Click Reports on the main menu.
- Select the All tab.
- Scroll down and select Historical Balance Report.
- (Optional) Select your filter(s).
- Click the Download (downward arrow) button.
- Your downloaded report (an exported CSV file) will appear in your browser's downloads folder.