The Reports Tab contains the one-click reports for time off tracking data.
Navigating to Time Off Tracking Reports
- Expand Settings, expand Time & Labor Mgmt, and click Time Off Tracking from the menu.
- Click the Reports tab.
There are reports for summary data, transactions detail, balances and pending requests.
The data within the reports can be limited by using the date range in the filter options. After a new date range is specified the Refresh button must be used to update the report links.
When filtering a balance report the start date should be set to the carry forward date, and the end date should be the date of the balance to be reviewed.
The Pending Request report is not affected by the date filter, it will always populate will all pending requests in the system.
| Report Name | Description |
|---|---|
| Transaction Summary | Displays a summary of Time Off Transactions grouped by Employee and Month. |
| Transaction Summary grouped by Manager | Displays a summary of Time Off Transactions grouped by Manager, Employee and Month. |
| Transaction Detail | Displays all Time Off Transactions grouped by Employee (excludes employees with an Employee Status of Terminated or Retired). |
| Transaction Detail grouped by Manager | Displays all Time Off Transactions grouped by Manager and Employee. |
| Transaction Detail (all employees) | Displays all Time Off Transactions grouped by Employee for all employees regardless of Employee Status. |
| Transaction Detail (without Accruals) | Displays all Time Off Transactions with the exception of Accrual Transactions grouped by Employee. |
| Balances | Displays all Time Off Balances for each Employee (excludes Terminated and Retired employees). |
| Balances | Displays all Time Off Balances for each Employee (includes all employees regardless of status). |
| Pending Requests | Displays Transaction Details for Time Off Requests that are waiting for approval. |