The Employee Leave History Report lists leave taken by Employees for a selected timeframe. It is listed by Payroll Company, Location, and Employee.
If the leave start and end date match, i.e., the leave is for one day, the day of the week will be displayed on the report. If the leave is for more than one day, a date range displays. Migrated data can be included in the report if required and will be listed under the Rate Type column.
To access the Employee Leave History Report, go to Payroll, Reports, General, Employee Leave History.
The Filters section
To narrow your search, use the dropdown next to Payroll Company and Location to either untick/tick each one required, or under Select, use the Select All, Unselect All, or Invert Selection to make it quicker.
If From Employee and To Employee are left blank, all Employees will be included in the report. Enter an Employee or a group of Employees if you need particular records.
Tick Include Terminated Employees to include any employees who have a termination date on their Employee record.
Tick Include Previous Tax Year to include data from previous tax years.
Tick New Page per Employee if you want each Employee’s information to begin on a new page.
The Options section
Select Print by Date Range:
Enter From Leave Date and To Leave Date for the date range you want to review. These are the dates of when the Leave was taken.
Or Print by Period End:
Pay Frequency will default to <All>, and this is used to filter the dates that appear in the From Period End and To Period End.
Enter From Period End and To Period End for the period end date range you want to review. These are the dates for when the leave was paid.
Select Leave Types to include in the report. The Leave Types include Annual, Sick, Long Service and Other Leave, and User-Defined Leave classes.
Select Leave Reasons to include in the report.
Note: The Pay Frequency filter won't exclude employees based on frequency. All employees who meet the criteria in the Filters Section will appear on the report regardless of their Pay Frequency if they have leave that was taken or paid in the selected date range.
The Order section
Select Order By to order the report by Employee Code, Surname, First Name, Leave Type, Leave Reason, or Period End.
Select Secondary to further sort the report by Leave Type, Leave Reason, or Period End.
View the data
Use Default to save the parameters selected. The selected parameters will appear next time you open the report. This is specific to your Agent.
Preview to display the report on the screen.
Print to send the report to your default printer.
Close to close the window.