Easily track the movement of your employees' leave balances
The Leave Movement report allows you to check the leave balance movement between two dates represented in hours.
Examples for use:
- To ascertain how many hours your leave liability has increased or decreased by between two dates.
- Can be used for highlighting the difference in leave accrual, which can then be added to your accounting software.
- This report is designed to run on processed payroll data.
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 you with data since 1 January 2024.
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 (time range that you'd like).
- Custom date range- allows you to select the desired range for transactions processed.
- The 'All data' option is used for displaying transactions processed for the entire duration of employment.
- 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 or hide the total column when you export (if needed).
- Once you submit the report you can also Export in CSV or PDF or Print. The search function on the left also allows you to see a specific employee for example in a larger list.
Below is an example of the report output (Grouped by Employee and Leave Type).
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.
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.