What This Process Does


  • Uses the leave job summary records to produce a report that displays Personnel ID and Name, Leave ID, Job Number, Active status, Initial Balance, Earned and Used amounts, both Unprocessed and Processed, and Ending Balance.
  • Provides balances as of the time the report is run, and is a good tool to check for unprocessed amounts before running any type of Maintenance process, such as Move Leave from One Job to Another or Move Leave Balances.
  • It's highly recommended to run this report before starting the year end process, and then again once it's complete


Leave Job Summary Report


  1. HR → Leave Management → Reports → Leave Job Summary (or, HR → Leave Management → Maintenance → Year End → Leave Job Summary Report)
  2. If Sort by Work Location boolean is flagged (marked as true), report will list each employee by work location; a page break on location can also be selected.
  3. There is an option to sort employees by Personnel ID, Name or Social Security number.
  4. If Page Break on Employee boolean is flagged (marked as true), each employee's leave balances will print on a separate page.
  5. If Print Totals boolean is flagged (marked as true), totals will be provided for each employee and at the end of the report.
  6. It's recommended to run the report with no ranging, to include all employees and all Leave IDs.
  7. Standard defaults and recommended setup for the booleans at the bottom of the form are to include only active leave master and jobs, and current employees; however, changes can be made depending on needs for the report.
  8. Click on Select to run report.
  9. If report is being run before and after fiscal year end processes, it's recommended to save the report in E-Documents by changing the Device Name to AUTOARCHIVE from the Device Window, and then clicking the printer to archive. To differentiate the end-of-fiscal report from the beginning-of-new-fiscal report, go to E-Documents → View E-Documents, select each report, and override the Description to include differentiating wording, for example End of FY 20xx Balances and Start of FY 20xx Balances.



  • To return to the Year End Menu wiki, please click  Here.