Viewing Leave Summary
The Leave summary page allows you to view the leave summary for an employee for any calendar year.
To view the leave summary:
On the HR menu, under Leave, click Leave summary.
The Leave Summary page appears.
In the Employee search text box, enter the employee name/employee ID or press SPACEBAR (on the keyboard) once to retrieve the list of employees and then select the employee.
In the Leave summary for the year drop-down box, select the calendar year for which the leaves are to be summarized.
The leave summary table displays the following columns:
Table displaying leave summary
Field |
Description |
Leave Type |
Displays the type of leave - annual, comp off, sick leave, casual leave, on duty. |
Previous Year Closing Balance |
Displays the closing leave balance of the previous year |
Leaves Encashed Previous Year |
Displays the leaves encashed in the previous year |
Leaves carried over |
Displays the number of leaves carried over from the previous calendar year |
Leaves earned |
Displays the number of leaves credited in the accounting period |
Leaves Encashed Current Year |
Displays the leaves encashed in the current year |
Applied |
Displays the number of leaves applied |
Availed |
Displays the number of leaves availed |
Leaves available |
Displays the leave balance |
Click on any Leave type to view the corresponding leave transactions.
The Leave Transactions dialog box appears. It displays the following fields:
Table displaying leave transactions
Field |
Description |
Sl. No. |
Displays the serial number of the column |
Leaves type |
Displays the type of leave - annual, comp off, sick leave, casual leave, on duty |
Posted date |
Displays the date of posting the leave application |
From date |
Displays the date for which the leave is opted |
To date |
Displays the date to which the leave is opted |
Days |
Displays the number of days the leave is availed |
Reason |
Displays the reason for taking leave |
Status |
Displays the status of leave - granted, cancelled, rejected, approved |
In the Leave Transactions page, click Leave type to view the additional details such as status and comments about the leave transaction.
Note: While viewing the leave summary page, HR needs to consider new setting introduced in Leave Carry forward configuration. Carry forward to different leave type with “Yes” or “No” option is introduced under PW Admin > Leave > Leave Attributes > Configuring Leave Attributes
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