Easily track the movement of your employees' leave balances
The Leave Movement report allows you to check the movement of leave balances between two dates, represented in hours.
Some common examples for use:
- To ascertain how many hours your leave liability has increased or decreased by between two dates.
- Can be used to highlight differences in leave accrual, which can then be added to your accounting software.
- This report is designed to run on processed payroll data.
In this article, we will include:
- Generating the Leave movement report
Please note: It is recommended that you use the Leave Activity & Balance Reports instead of this one. These reports will provide you with a better breakdown of your leave movement. However, this report will only provide data from 1 January 2024 onward.
Leave movement report
To generate the leave movement report:
- Navigate to Reports > Financial and, from the Accruals & Liabilities section, select Leave Movement Report.
- Select your parameters:
- Select the Duration (the time range you'd like).
- Custom date range: allows you to select the desired range for processed transactions.
- The 'All data' option displays transactions processed over the entire employment period.
- And your preferred Grouping/s by:
- Employee ID
- Operation ID
- Office Code ID
- Cost Centre
- Leave Type
- You can leave the filters blank to view all or choose specific filters such as Employees, Operation, Office Codes and Leave Types.
- The checkbox options allow you to:
- Exclude any hour balances that are zero
- Hide the total column when you export (if needed)
- Include archived leave entitlements in your results
- Once you submit the report, you can also export it as a CSV or PDF, or print it. The search function on the left also lets you view a specific employee in a larger list.
Please note: The hours displayed are the net amount of leave transactions between the specified dates. Ie. Considers accruals, leave taken and manual adjustment entries.
Below is an example of the report output (Grouped by Employee and Leave Type).
Please note: If this report is run before your current pay run. The report will show leave movements only up until the date of the last pay run.