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:
On the HR menu, under Leave, click Leave summary report.
The Leave Summary Report page appears.
In the Year drop-down box, select the calendar year for which the leaves summary is to be viewed.
Click
the Leave type box.
In the expanded list of leave types, do any of the following:
To include all leave types in the report, click Add All.
To include only
some leave types in the report, click corresponding
to the leave type that you want to include.
To remove all the added leave types together, click Remove All.
To remove added
leave types individually, click corresponding
to the leave type that you want to exclude.
Note: To collapse the Leave Type box, click
.
To select the columns you want to include in the report, in the Custom Columns box, do any of the following:
To include a column in the report, select the corresponding check box.
To include all the columns, click Check All.
To exclude all included columns, click Uncheck All.
To exclude a specific column, clear the corresponding check box.
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
Click the Resigned employees check box to include the details of only resigned employees.
Click Create Report.
The report is generated according to the search criteria.
Note: To reset the page, click Reset.
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 |
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