The Leave History report allows you to review employees' leave balance, earned leave, pending leave, adjusted leave, owed leave, unapproved leave, and a history of leave previously taken.
The Balance tab allows you to review leave history for select employees, such as sick and personal time.
1. In the Human Resources menu, click Leave History.
2. Select the Employee for which you'd like view leave history from the corresponding pull-down.
You can only view employees assigned to facilities for which you have permission via Setup > Accounting Strips.
3. The year pull-down defaults to the current year. To view leave history for another year, select the year from the Year pull-down.
4. Click the Balance tab to review leave balances for all leave buckets, such as Sick, Vacation, Personal, etc.
The Balance tab display the Leave Bucket, the amount of time Earned, requested and Unapproved leave, Pending leave, Adjusted leave, Used leave, the Total Hours (leave balance), After Pending (remaining time in a leave bucket after accounting for any pending time used), and Total Days (leave balance hours translated into days). Note: The Total Days balance is calculated using the employee's primary position group.
5. Click the Show Details button to display more information.
The detailed leave history report displays the following columns:
- Leave Bucket: The collection or category where an employee's leave hours are managed and tracked, including earned, carried over, or adjusted hours, as well as any contributions, deductions, or transfers.
- Initial Carried Over: The total number of unused leave hours from the previous fiscal year that were carried over to the current year. This serves as a starting balance for the leave bucket.
- Initial Hours: The starting number of leave hours available at the beginning of the fiscal year. This includes carried-over hours, new allocations, and any initial adjustments.
- Initial Adjusted: Modifications or corrections applied to the initial hours due to policy changes, errors, or manual adjustments.
- Earned Hours: The total number of leave hours accrued by the employee over a specific period, typically based on hours worked, tenure, or other organizational policies.
- Earned Adjusted: Modifications or corrections to the hours earned during the year, which could result from policy changes, retroactive updates, or manual overrides.
- Unapproved Hours: Leave requests that are either pending manager approval or have been denied, and therefore, cannot yet be deducted from the available leave balance.
- Transfer Available: The number of leave hours that have been transferred from another source or entity and are now available for the employee to use.
- Transfer Credited: The total number of leave hours originally transferred to the employees leave bucket, including those awaiting approval or partially deducted.
- Bank Awarded: The number of leave hours granted to the employee from a centralized leave bank, typically as part of an organizational benefit or special approval.
- Bank Contributed: The number of hours the employee voluntarily or mandatorily contributed to the leave bank, which may assist other employees or fulfill company policy requirements.
- Bank Recovered: Hours that were previously contributed to the leave bank but later reclaimed by the employee under specific circumstances, such as policy allowances or reallocation approvals.
- Donations Sent & Received: The number of leave hours either donated by the employee to others or received from others through a formal donation process, typically approved by management.
- Taken Hours: The total number of leave hours the employee has used, including approved vacation, sick leave, or other types of absences.
- Taken Adjusted: Corrections or modifications to the reported hours taken, often due to reporting errors, retroactive approvals, or changes in leave type.
- Balance Pending: The amount of leave hours requested but not yet approved, which are held in reserve and temporarily deducted from the total available balance.
- Balance Docked Hours: Leave hours that have been deducted from the leave balance due to unapproved or unauthorized absences, policy violations, or other non-compliance reasons.
- Balance Total Hours: The sum of all unused leave hours currently available to the employee after accounting for earned, deducted, and adjusted hours.
- Balance After Pending: The total leave hours remaining in the bucket after factoring in pending requests, providing a clearer picture of the hours available for future use.
- Balance Total Days: The equivalent of the remaining balance expressed in days, calculated based on the employees standard work hours per day, for easier comprehension and planning.
Note: The Total Days balance is calculated using the employee's primary position group.
Hover over the i to display additional information about leave buckets or columns.
The Balance information displays at the top of each tab.
The Earned tab allows you to review how leave was earned for select employees, starting with the pay type and leave bucket.
1. In the Human Resources menu, click Leave History.
2. Select the Employee for which you'd like view leave history from the corresponding pull-down.
You can only view employees assigned to facilities for which you have permission via Setup > Accounting Strips.
3. The year pull-down defaults to the current year. To view leave history for another year, select the year from the Year pull-down.
4. Click the Earned tab.
Leave History Balance figures display in the top table. The Earned data displays in the second table.
The Earned tab displays how leave was earned starting with you Pay Type, the Leave Bucket, Type (such as Accrued, Carried Forward), Period, the number of Hours, and Notes (if applicable).
Columns that are grayed out indicate that the grayed columns stem from the previously listed data. For example, all earned leave displayed comes from the same Pay Type and the first two listed apply to the Vacation Leave Bucket.
The Pending tab allows you to review approved leave that has not been processed in a payroll run for select employees.
1. In the Human Resources menu, click Leave History.
2. Select the Employee for which you'd like view leave history from the corresponding pull-down.
You can only view employees assigned to facilities for which you have permission via Setup > Accounting Strips.
3. The year pull-down defaults to the current year. To view leave history for another year, select the year from the Year pull-down.
4. Click the Pending tab.
Leave History Balance figures display in the top table. The Pending data displays in the second table.
The Pending tab displays approved leave that has not been processed in a payroll run.
The Pending tab displays the applicable Facility, Job, Pay Type, the Bucket Group, the Begin and End date of leave, the Hours/Day requested, the Days requested, the Hours requested, and the Approval status.
The Adjusted tab allows you to review any adjustment made to leave time balance for the selected employee logged via Human Resources > Leave Maintenance > Manual Leave.
1. In the Human Resources menu, click Leave History.
2. Select the Employee for which you'd like view leave history from the corresponding pull-down.
You can only view employees assigned to facilities for which you have permission via Setup > Accounting Strips.
3. The year pull-down defaults to the current year. To view leave history for another year, select the year from the Year pull-down.
4. Click the Adjusted tab.
Leave History Balance figures display in the top table. The Adjusted data displays in the second table.
The Adjusted tab displays any adjustment made to leave time balance. In the example displayed, hours for the SCK Sick Balance have been manually added.
The Adjusted tab displays the Pay Type, the Status, the Check Date, the Adjustment Date, the Leave Bucket, Type, Origin, the number of Hours adjusted, as well as the adjustment Reason.
The Owed tab allows you to review any cases of an owed monetary value in exchange for leave, as well as check information.
1. In the Human Resources menu, click Leave History.
2. Select the Employee for which you'd like view leave history from the corresponding pull-down.
You can only view employees assigned to facilities for which you have permission via Setup > Accounting Strips.
3. The year pull-down defaults to the current year. To view leave history for another year, select the year from the Year pull-down.
4. Click the Owed tab.
Leave History Balance figures display in the top table. The Owed data displays in the second table.
If the employee is owed a monetary value in exchange for leave, you can review check information via the Owed tab.
The Owed tab displays the Reference (Run ID) number from which the check is issued, the Check Date, the amount Owed, and the amount Recovered, and the Balance (if applicable).
The Unapproved tab allows you to review leave requests that have not been approved/pending approval for the selected employee.
1. In the Human Resources menu, click Leave History.
2. Select the Employee for which you'd like view leave history from the corresponding pull-down.
You can only view employees assigned to facilities for which you have permission via Setup > Accounting Strips.
3. The year pull-down defaults to the current year. To view leave history for another year, select the year from the Year pull-down.
4. Click the Unapproved tab.
Leave History Balance figures display in the top table. The Unapproved data displays in the second table.
The Unapproved tab displays leave requests that have not been approved/pending approval.
The Unapproved tab displays the Date Request, the Status of the request, the Request(s) information: the Leave Bucket and the date(s) requested, and the Hours requested.
The History tab allows you to review all leave previously taken by the selected employee.
1. In the Human Resources menu, click Leave History.
2. Select the Employee for which you'd like view leave history from the corresponding pull-down.
You can only view employees assigned to facilities for which you have permission via Setup > Accounting Strips.
3. The year pull-down defaults to the current year. To view leave history for another year, select the year from the Year pull-down.
4. Click the History tab.
Leave History Balance figures display in the top table. The History data displays in the second table.
The History tab displays all leave previously taken in the selected Year.
The History tab displays the applicable Facility, Job, Pay Type, the Leave Bucket, Reason, Leave Type, the Begin and End dates of leave, the number of Days used, Docked Hours (when pay is docked from the employee's paycheck for leave taken), the Total Hours used, the Hours/Day worked based on the employee's contract, and the Approval status.
Hover over the i to display additional information about leave buckets or columns.
The History Summary tab allows you to review all leave previously taken by the selected employee by pay type.
1. In the Human Resources menu, click Leave History.
2. Select the Employee for which you'd like view leave history summary from the corresponding pull-down.
You can only view employees assigned to facilities for which you have permission via Setup > Accounting Strips.
3. The year pull-down defaults to the current year. To view leave history history for another year, select the year from the Year pull-down.
4. Click the History Summary tab.
Leave History Balance figures display in the top table. The History data displays in the second table.
The History Summary displays the Facility, Job, Pay Type, Leave Bucket, Leave Type, Total Hours, and Approval status.
Use the Filter text box located in select pull-downs to quickly find a selection. Begin typing the name or number of the data in question in the Filter text box to pull it to the beginning of the list.
If there are multiple pages of data, click the Prev and Next buttons to sift through pages. You can also enter a number in the Page text box to jump to a page.
Click the Excel icon in the Export section to export the table of data to an Excel spreadsheet, which can then be saved to your computer.
Click the Printer icon to print the table of data.
Click the Filters button to filter data and apply filter rules.
a. To add more than one filter to a column, click on the green plus sign.
b. To delete an added filter, click on the red minus sign.
c. Select the gray arrow for additional filtering rules.
For more information on how to use the Filters feature, see Filters.
You can also sort data by clicking on any of the headers. Click once for ascending results; click twice for descending results.
