Leave Balance Reports

This option allows the user to create a report to review balances in employee leave hours. This information is generated once the accounting department runs Benefits Process before closing the current pay period.
The Leave Balance Reports can be filtered by the company operations structure levels: Company Code, Division, SBUID, Location, Team and Employee.

Generating a Leave Balance Report:

Go to HR Reports, and click on Leave Balance Reports.
Select one of the available periods listed in drop down-menu (This Pay Period, This Month, etc.), or select the option Closed Periods to choose from a list which includes every previous pay period.
Select desired Company Code, Division, SBUID, Location and Team, or leave "All" so the report includes all employees under the selected filter.
Select one of the following reports:
- Outstanding Balances - It shows all employee pending leave hours.
- Leave Balances Summary - It shows a brief statement of all employee leave hours (available and taken). This report shows initial balances, hours used, and current balance.
- Transactions Detail - It shows all changes made in employee balance leave hours.
- Leave Balances History - It shows all changes in employee available leave hours.
Select report format:
- Consolidated
- Detailed
Set Level to Start Report on. Choose from:
- Division
- SBU
- Location
- Team
- Employee
Click on the Send Me a Spreadhseet checkbox to receive report via email. Make sure the correct address is entered in the corresponding field. Leave checkbox unmarked in order to see report on screen.
Click on Search to generate report.