Main Page → Leave Management → Documentation → Reports → Leave Used by Month


Contents

  • 1 What This Process Does
  • 2 Best Practices
  • 3 Leave Used by Month Report



What This Process Does


  • Lists beginning balance, earned amount, used transactions by month, total used and ending balance by Leave ID and employee for the selected fiscal year.
  • If the fiscal year is not correct on the transactions, they will not pull into this report. The 'Change Fiscal Year in Transactions process can be used to correct transactions with an incorrect fiscal year.


Best Practices


  • The Leave Used by Month is a recommended report to view a summary of transactions by month for a specific fiscal year.


Leave Used by Month Report


  • HR → Leave Management → Reports → Leave Used by Month
  • Review the information provided on the Report Description tab.
  • The month is established using either the starting date, ending date or entry date.
  • The report automatically excludes Move Leave Balance and Cap Leave Balance transactions, and also allows optional exclusion of Change Job transactions.
  • The report is dynamic in which it follows the customer's set up in Financial Management to know what month the fiscal year begins.


FIELDSOpt.Rec.Req.Description
User-Defined Report Title♦—–Type in a name for the report. If left blank will default to LEAVE USED REPORT BY MONTH AND PERSONNEL ID FOR FISCAL YEAR XXXX
Exclude Job Change Transactions♦—–Select boolean if the used amount reported should not include transactions from the Change Jobs process
Fiscal Year——♦Type in fiscal year for which transactions should be pulled
Establish Month By——♦Using drop down, choose between Starting Date, Ending Date or Entry Date to determine what date in the transaction the report should use to establish the month's totals
Sort by Work Location♦—–Select this boolean if the report should be sorted by work location
Form Feed on Location♦—–If Sort by Work Location boolean is selected, select this boolean for a page break in between work locations
Sort Employee By——♦Use drop down to select the sort by Personnel ID, Name or Social Security number
Opt. = Optional  Rec. = Recommended  Req. = Required


  • Recommended Ranging:
    • Range on Leave ID to pull a specific Leave ID or range of Leave IDs.
    • Range on Leave Type to pull all Leave IDs with the selected Leave Type.
    • Range on Personnel ID if only wanting to include specific Personnel IDs.
    • Other ranging options are available to pull specific groups of employees such as Pay Group.