Viewing Leave Summary Report

The Leave Summary Report enables you to view the leave summary for a specific calendar year.

To view the leave summary report:

    1. On the HR menu, under Leave, click Leave summary report.

The Leave Summary Report page appears.

    1. In the Year drop-down box, select the calendar year for which the leaves summary is to be viewed.

    2. Click the Leave type box.

In the expanded list of leave types, do any of the following:

Note:  To collapse the Leave Type box, click .

    1. To select the columns you want to include in the report, in the Custom Columns box, do any of the following:

    1. Enter the Employee id, Employee name, Reporting officer, Department, Branch, Division, Process, Designation to generate a report based on the same.

Note 1:  For fields like employee id, name, reporting officer, department, branch, division, process and designation, select Like from the drop-down box if you want to use the most likely option and select Is equal to if you know the exact name of the employee. For example, if you select Like and enter the first two letters of employee name, all the names starting with those letters are displayed.

Note 2: While generating the leave summary report, 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

    1. Click Create Report.

The report is generated according to the search criteria.

Note:  To reset the page, click Reset.

    1. On the navigation bar, click and then click Excel, PDF or Word to export the report to one of the file formats.

The Open File dialog box appears.

Note:  To refresh the page, click .

The generated leave summary report displays the following columns:

Table displaying leave summary for a calendar year

Field

Description

Employee ID

Displays the ID of the employee

Employee name

Displays the name of the employee

Leaves carried over

Displays the number of leaves carried over from the previous year

Current year addition

Displays the number of leaves added for the current year

Total eligibility

Displays the total number of leaves the employee can avail

Availed & accepted

Displays the remaining leaves to be availed by the employee

Leaves available

Displays the remaining leaves to be availed by the employee

 

Click to know more:

Leave

Apply or Cancel Leave

Approve or Reject Leave Grant

Credit Leaves

Edit/Delete Credited Leave

View Holiday List

View Leave Details Report

View Leave Summary