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Create a leave taken report on the HR platform

Updated

Available for the following HR Classic plans: Premium, Platinum
Available for the following user access levels: Admin

Leave management refers to the processes designed by your business to handle requests for time off for staff leave, inclusive of vacation, holidays, sick leave, and parental leave. A successful employee leave management platform will provide a fair and accurate way to manage these requests. Making sure your organisation takes care of both your employees' needs and your company's legal requirements.

The Leave Taken Reporting feature allows you to create a report that you can use to analyse leave requests within a specific date period, broken down by the leave category and status. You can also use this feature to download a CSV file of the data, enabling you to load the report into a CSV-supported program like Microsoft Excel.

Getting started

Create a leave-taken report
  1. Log in to Employment Hero.
  2. Click the   Reports menu option.
  3. Click the Time tab.

  4. Click the Leave Report submenu.

     

    Helpful Hint

    You will now see the overview page, which displays the Accrued and Leave-Taken graphs.

  5. Click on the bar on the Leave Taken report graph.
  6. Filter your search based on the following:
    • Show terminated personnel.
    • Personnel.
    • Date range.
    • Leave category. Examples: Sick leave, open-ended leave, entitlement-based leave.
    • Status. Examples: Approved leave, pending leave.
  7. Click the Apply button.
      

Data management

Download the Leave Taken report
  1. Log in to Employment Hero.
  2. Click the   Reports menu option.
  3. Click the Time tab.

  4. Click the Leave Report submenu.

     

    Helpful Hint

    You will now see the overview page, which displays the Accrued and Leave-Taken graphs.

  5. Click on the bar on the Leave Taken report graph.
  6. Filter your search based on the following:
    • Show terminated personnel.
    • Personnel.
    • Date range.
    • Leave category. Examples: Sick leave, open-ended leave, entitlement-based leave.
    • Status. Examples: Approved leave, pending leave.
  7. Click the Download CSV button.

Troubleshooting

Report not downloading?

If your report is not downloading correctly, please take these steps, as this will ensure that your report downloads:

  • Clear your cache and cookies in your browser. Here are the instructions for Google Chrome, Mozilla Firefox, and Apple Safari.
  • Try in an incognito window/private browsing. Here are the instructions for Apple Safari, Google Chrome and Mozilla Firefox.
  • Try a different browser type. For example, if you use Google Chrome, open Firefox and try to download your report using this browser instead. 
  • Use a different device. For example, if you're using your phone, switch to using a computer or laptop. 

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