You can use the Reports tab to create the employee leave balance report of your employees;
1- Click on Reports > Administrative section on the right.
2- Select "Employee Leave Balance Report" from the filter section and click the "Create" button. When you don't use month and year filtering, leave balance information is up to date until the day you generate the report.
3- You can check all the leave details of your employees in this report. You can also download it in excel or pdf format by clicking the three dots at the top right.
*According to the content of the report, it may take an average of 2 minutes to generate. During this time, do not perform any operation on the page.
4- You can use the month and year filters in the report. In addition to the current balance, the leave balance information for the month you selected is also included in the report.
The titles and details of the current report obtained without using the month and year filter in the Employee Leave Balance report are as follows;
Employment Start Date: The employee's start date.
Accrual Start Date: It is the date on which the annual leave of the employee is calculated depending on your leave rule.
Extra Leaves: It is the sum of the leaves that you add to the employee and added to the annual leave balance.
Total Accrued: The balance of the total annual leave (including extra leaves) the employee is entitled to during the period of employment.
Carryover Losses: It is the total lost leave entitlement of the employee depending on the leave rule.
Total Carryover: It is the employee's annual leave right that is transferred to the current period depending on the leave rule.
Available Carryover: Leaves used by the employee in the current period are first used from the transferring leave entitlement, it shows the amount remaining from this leave entitlement.
Period Accruals: It is the employee's last annual leave entitlement, depending on the leave rule.
Current Accrual Period: It is the date range calculated according to the employee's leave rule and unpaid leave postponement rule.
Balance by start of Accrual Period: It is the annual leave balance of the employee at the start date of the progress payment period that the employee is in.
Used in Accrual Period: It is the total annual leaves used by the employee in the current period.
Total Used: It is the total annual leaves used by the employee during his/her working time.
Current Balance for Accrual Period (as of today): It is the annual leave balance of the employee as of the day, based on the day the report is received (not including the approved future leaves).
Upcoming Leaves in Current Period: These are the approved leaves with a future date within the current period of the employee.
Available Balance for Accrual Period (as of today): It is the employee's leave balance until the end of the current period.
Next Accrual Start Date: The date on which the employee will be entitled to annual leave for the next period, depending on the leave rule.
Approved Leaves for Next Accrual Period: These are the future-dated approved leaves included in the employee's earnings for the next term.
Working Status: It shows the working status of the employee as of the day.
In the Employee Leave Balance report, additional titles of the date range are added to the report obtained by using the month and year filter, as well as the updated information.
Date Range: The filtered date range.
Balance by the start of the Date Range: It is the start date of the filtered date.
Approved Leaves within the Date Range: It is the total of the employee's approved annual leaves in the filtered date range.
Balance by the end of the Date Range: The end date of the filtered date.
Pending Leaves within the Date Range: The status of the employee in the filtered date range is the total of annual leaves pending approval.
Keywords: leave balance, leave balance report, leave report, employee leave balance report