Leave Docked Summary Report
What This Process Does
- Uses the leave docked summary report to produce a summary of leave docked transactions for a specific period.
- Provides individual leave docked transactions as well as total units paid and gross amount docked by employee.
- It's highly recommended to run this report before the last payroll of the year to be sure all leave docks have been completed in a payroll.
Leave Docked Summary Report
- HR → Leave Management → Reports → Transactions by Leave ID
- 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.
- If Sort by Class boolean is flagged (marked as true), report will list each employee by work location.
- There is an option to sort employees by Personnel ID, Name or Social Security number.
- For the report to produce the desired leave docked transactions, ranging on Leave ID = Leave Docked and ranging on Fiscal Year or specific starting dates, entry dates, etc. is required.
- Standard defaults and recommended setup for the booleans on the Select tab is that all booleans be checked; however, changes can be made depending on needs for the report.
- Click on Select to run report.
- It is recommended to save the report in E-Documents by choosig AUTOARCHIVE from the Run Report Device Window, and then you can print the report to a printer by clicking the printer icon.