Leave Report

The Leave History reports allow users to review leave information for select users based on balance filters for select leave buckets, manual leave adjustments, and sick leave pool annual data.

Your ability to view and edit information on this screen depends on your permissions set via Setup > Profiles:

  • Leave Report: This permission allows users to view the Leave Report.
  • Leave History: This permission allows users to view the Leave History tab of the Leave Report.
  • Leave Bank: This permission allows users to view the Leave Bank tab of the Leave Report.
  • Allowed to cap leave: This permission allows users to cap leave.
  • Can view leave history: This permission allows users to view leave history.
  • Can Audit Manual Leave Adjustments: This permission allows users to run a manual leave adjustment report documented via Leave Maintenance > Manual Leave > Adjustment tab.

Information displayed on applicable tabs are limited to the your accounting strip permission set via Setup > Accounting Strips.

Leave History Report

1. From the Human Resources menu, click Leave Report.

Leave Report

2. From the Leave Report screen, click the Leave History tab.

Leave Report

3. Select the Employee(s) for whom the report should be ran from the corresponding pull-down. You can select one, multiple, or all employees.

4. To Include inactive employee(s) in the leave history report, select the corresponding check box.

5. Select the applicable Fiscal Year from the pull-down.

6. Start setting the Balance Filters by selecting the Specificity from the corresponding pull-down. If you select Match any filter(s), the report will pull data for any not all of the balance filters entered. If you select Match all filter(s), the report will pull data for employees who meet all balance filters set. Note: Balance filters that are empty will not be processed.

7. For each applicable filter, select less than, less than OR equal to, greater than, greater than OR equal to, NOT equal to, or equal to from the pull-down.

8. Enter the number in the text box to set the filter.

9. Once all Balance Filters are set, click Run Report.

10. Click Clear Balance Filters to clear all data selected/entered and start over.

The Results section displays the Employee and all applicable leave bucket balances set up by the district, such as Sick, Vacation, etc.

The columns displayed are included in the report; however, if you find specific columns unnecessary, you can remove columns by clicking Toggle Columns. To hide a column from the report, clear the selected check box. To include the column, select the check box.

If a column has been hidden from the report, upon navigating away from the screen, the column will remain hidden until the check box is selected via Toggle Columns.

11. From the Results section, click View Leave History for the applicable Employee to open Leave History information in a pop-up window.

From the pop-up window, you can review the employee's Balance, Earned time, Pending time, etc. from the corresponding tabs. For more information on the displayed screen, see Human Resources > Leave History.

a. Click the white X to close the pop-up window.

12. Click Load bucket max(s) into Balance Filters to pull the Max Balance entered via Leave Maintenance > Buckets tab into the Balance Filters section. For example, if VAC has a Max Balance of 500, using this tool will apply VAC Balance > 500 in the report filters to pull any employees who are over the max.

13. Click Reduce balance to the bucket max for all employees in report to reduce the balance of any bucket that has a Max Balance entered via Leave Maintenance > Buckets tab. The adjustment will only be applied to the employees who are displayed in the report.

Updated balances are shown immediately in the report after running the reduce balance process. These adjustments are displayed via Employee Self Service or Human Resources > Leave History > Adjusted tab.

14. Click Run Manual Adjustment Audit to run a manual leave adjustment report documented via Leave Maintenance > Manual Leave > Adjustment tab. Once the applicable Employee(s) are selected from the pull-down in step 3, this button can be selected as it doesn't use the Balance Filters.

The Manual Adjustment Audit report displays the Adjustment Creator, the Adjustment Receiver, the Reason entered, the Bucket, the Amount, and Create at date and time.

Leave Report
Leave Bank

The Leave Bank tab allows you to generate a sick leave pool annual report based on the Fiscal Year and Bank(s) selected.

1. From the Human Resources menu, click Leave Report.

Leave Report

2. From the Leave Report screen, click the Leave Bank tab.

Leave Report

3. Select the applicable Fiscal Year from the pull-down.

4. Select applicable banks, setup via Leave Maintenance > Bank tab, from the Bank pull-down.

5. Click Run Report.

The report includes the Bank name, the Fiscal Year, the number of Starting Participants, New Participants, Ending Participants, the Beginning Balance (hours), Contributed Leave (hours), Awarded Leave (hours), and the Ending Balance (hours), as well as the Grand Totals.

The columns displayed are included in the report; however, if you find specific columns unnecessary, you can remove columns by clicking Toggle Columns. To hide a column from the report, clear the selected check box. To include the column, select the check box.

If a column has been hidden from the report, upon navigating away from the screen, the column will remain hidden until the check box is selected via Toggle Columns.

Additional Features

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.

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 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.

Use the Filter text box located in select pull-down to quickly find a selection. Begin typing the name or number of the data in question to pull it to the beginning of the list.

Click the Check all visible link to select all options in the pull-down. Click Clear selected to remove any selections made in the pull-down.