You can access the leave balances report via the reports home page under the 'Payroll Reports' section. This shows you the current leave balances for each employee.
In order to configure the report to your needs, you choose the following information:
- As at date
- Group by - Leave accrual location or Employee default location
- Group by location
- Leave type
- Employing entity (if applicable)
You then click 'Run Report'.
Running this report gives you a variety of information related to an employees leave balances. This information includes:
- Employee name
- Leave type (includes annual, 1/2 pay, long service leave, sick leave and time in lieu).
- Hours accrued
- Days accrued
- Leave value. You have the option of leaving this information out in the report by simply checking the box that says "Hide leave values".
There are a number of ways of viewing this report by clicking 'Expand All', 'Collapse All' and 'Show All Employees'. You are also able to export this report to CSV, Excel, RosterLive or PDF.
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