The Leave module has several reports available at your disposal. Each has its own functions and purposes. This article will explain the functions of each of those reports.
1. Leave Balance Report
Leave Balance Report – This is the report to generate if you want to see the current balance of the employee.
You need to use this report to see the leave balance of the employees. To generate this report, kindly follow these steps:
Step 1: Click on
Step 2: Click on
Step 3: Click on
Step 4: Select the type of leave you wish to check
Click on the down arrow and you will see the list of leave types.
Step 5: You can select all employees or specific employee at Employee section
Step 6: Then select what you are querying for the leave balance, if Approved leave or Consumed (used) leave at
Based on Approved Leave – Generate this report if your company follows an Entitlement-based leave policy.
Based on Consumed Leave – Recommended for companies using the Earned leave policy. This report reflects the actual leave balance as of a specific date.
Step 7: (Optional) You can select the year of the query at . By default, the system will set the current year as the year.
Step 8: To start the generation of the leave balance, click on the button and the system will generate the report.
Step 9: Once the system complete the generation of the report, a row will appear. Click the View to see report or the delete icon to delete the report.
2. Leave Query Report
Leave Query – This is the report that administrators can generate to see the leave(s) submitted, dates applied, leave type, employee name, and the status of the leave (either approved, pending or canceled).
The steps are:
Step 1: Click on
Step 2: Click on . The default page that you should see will be the Leave Query page.
Step 3: (Optional) You can query by the leave types
Step 4: (Optional) You can also filter by . Click on the scroll down arrow you can filter by
Step 5: (Optional) Another filter you can use to sort the data is the . Click on the down arrow and you will see the following option for this.
Step 6: Enter the date you wish to query at
Step 7: (Optional) You can also filter by
Step 8: (Optional) You may query the leave of a specific employee by clicking and select the employee at the employee field.
Step 10: Click on to start the query.
Step 11: (Optional) You may print with remarks or print without remarks in pdf format file.
3. Leave Individual Report
The Leave Individual report allows you to view all the leave type and leave balance of a Staff or All Staff is entitled.
To see that, you need to do the following:
Step 1: Click on
Step 2: Click on
Step 3: Click on the tab. You should see this page.
Step 4: (Optional) You can filter the list by selecting a department and also which year (default will be current year)
Step 5a: For Individual : Find the staff you want to see, click on the icon and the following table comprising all the entitled leave for this staff will appear in the following format.
Step 5b: For All Staff: Change first the Show 10 entries to Show 100 entries and tick the box next to the Employee ID to choose all Staff.
Next is to scroll down to the bottom of the page and lower right click
TIPS:
1) Upper right side there is search you can type in specific words, a Name or Leave Type
2) Each column in the table has this icon you can click it to arrange if Ascending or Descending order.
Step 6: (Optional) You can download or print the report by clicking the relevant
buttons.
4. Special Report
The special report is a report where you can use to find out whether the staff had taken certain leave types. For example, the management might want to find out who did not take sick leave at all for the entire year, they may use this report.
To use this report, follow these steps:
Step 1: Click on
Step 2: Click on
Step 3: Click on . The following page will appear.
Step 4: Select the leave type you are looking for at the
Step 5: (Optional) Set the date range you want to query at the . The default will be from the first day of the year to the end of the year.
Step 6: Set the minimum leave days you wish to query
Step 7: You can filter the query by selecting filter by those who have taken or not take at the field.
Step 8: Click on the to start the query.
5. Corporate Leave Report
This is more of a configuration that might be needed in cases wherein you are managing the Leave module for several entities within the JustLogin system. If this is configured, the leave administrator will be able to generate the different Leave Reports in different entities without the need to log in/out of the account.
Note: For Corporate Leave Reports to work, the Shared Directory feature on Super Admin has to enable share directory for each of the entities involved. Click here to view more.
6. Off in Lieu Report
(Only applicable if you enable Off in Lieu feature)
This section displays all your Off-in-Lieu requests, including their status and details.