Use the Reports > Leave page to report on leave taken during a period.
Steps to run leave report:
- Go to the Reports page (only be visible to admins and approvers)
- Select the Leave report
- Filter the data using the options on the right:
- Select the dates of the reporting period (From / To).
- Choose the Leave Type.
- Select All to see all types of leave in a single report or filter for a specific type of leave.
- For example, to report on Sickness, select Sick Leave.
- Leave can be in several statuses:
Requested
Submitted for approval but not yet approved Approved
Submitted for approval and approved Declined
Declined by an approver Cancelled
Cancelled by the requestor - Filter for an individual department or employee
- Choose the report type:
- Detailed - displays each leave request with a link to each
- Summary - adds up the total number of leave requests for each employee and the total amount of leave taken
- As you update the filters, the report will automatically refresh
- Optionally, press the Download button to extract the data to Microsoft Excel
Issues with data loading?
An issue can occur when dates are manually typed into the From / To fields. To resolve this, use the date picker that pops up when selecting the date field.
Typical leave reports
How many days each employee was off last month
- Go to Reports > Leave.
- Select the From / To dates.
- Change Report Type to Summary.
- A total count (number of requests) and total amount (total deduction) will be shown for each employee.
- Filter further for certain leave types, departments or individual employees.
Calculating the Bradford Factor Score
- Go to Reports > Leave.
- Set the From / To date range over which you want to calculate the Bradford factor.
- Select the relevant leave types - eg. sick leave or any other unplanned absences.
- Filter the results based on department, or even a specific employee (optional).
- Change Report Type to Summary.
- Download the report to Excel
- Add in a new column to calculate the Bradford Score eg. =F2*F2*G2
For further information about the Bradford Factor Score, read this article.