An HR manager can run and download report to view leave balance of all employees. The report displays the leave balances for each leave type.
Note: In Free Payroll and HR software, there are limited number of reports given. Upgrade to a paid version for getting access to all reports.
To run and download leave balance report
- Log in as HR manager and go to Process, scroll down to the bottom page to the Reports and click to leave balance as shown below
Figure 1
- The reports page appears as shown below. You need to select the full data report to get the leave balance detail.
- You can select All in leave type drop down to get the leave balance in all leave types or you can select a specific leave type and view and download the balance for all employees
Figure 2
- Once done with configuration here click on Run button to run report within the application. Tou can also download the report in your desired format by clicking on respective link as shown below
Figure 3
- The report within the application looks as follows
Figure 4
- The downloaded report looks as shown below
Figure 5
Learn more about Empxtrack Leave Management
Next link
Click on each of these links to know more about them:
- Setup of Leave Types
- Configure the Time Settings
- Configure Leave Credit / Lapse Rules
- Setup of Weekends and Holiday Calendar
- Upload Leave Credits
- Credit Leave to Employees
- Download Leave Balance
- View Pending / Rejected / Past Leave Records
- View Leave Transactions
- View Leave Policy
- Leave Cancellation
- Apply for Leave
- Approve Leave as Manager
- Manager Dashboard for Leave
- Configure Leave Rules
- Multiple Upgrade Options in Empxtrack