Overview
The Employee Leave Planning Report allows the user to visualize the employee’s current leave entitlement balance, leave taken and the status of the leave request for a particular fiscal year.
An example of the report is shown below.
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The Employee Leave Planning Report includes the following fields:
Report Field | Description |
Fiscal Year | Fiscal Year of report generation automatically generated by the system |
Report Date | Date of report generation automatically generated by the system |
Report Time | Time of report generation automatically generated by the system |
User | User who generates the report |
Page | Page Number |
Filter criteria | Filter Criteria as entered under Employee Leave Planning Report |
Group by | The system must allow grouping by Position ID. The default mandatory grouping will always be by Institution and Employee as mentioned in the section Notes for development. |
Comment | A reviewer can provide comments |
Entitlement Balance | This allows the user to filter by the entitlement balance for a particular Fiscal Year. |
Request Start Date | Requested start date for the leave to start |
Request End Date | Requested end date for the leave to end. |
No of Days | This is system calculated. Returns the number of working days |
Accumulated Benefits Affected | Indicates the accumulated benefits that will be affected |
Current Balance | Displays the current balance for the selected Accumulated Benefits |
Balance Before | Displays the balance for the selected Accumulated Benefits |
Leave Status | Indicates the leave approval status |
The Employee Leave Planning Report allows the user to visualize the employee’s current leave entitlement balance, leave taken and the status of the leave request for a particular fiscal year.
To GENERATE the Employee Leave Planning Report, follow the steps below:
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The Employee Leave Planning Report includes the following filter criteria available for the report:
Sort the Employee ID by the preferred ascending and descending order using the red arrow icon.
If all filter criteria are left blank, all Leave Types and Employees will be included in the Report, as well as the Positions allowed by the report user security profile.
The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the , , , , and icons.