The Leave policy report shows every leave policy assigned to employees in your company, one row per assignment, with the date it takes effect. Use it to check that everyone is on the right policy, for example after changing your leave rules, onboarding a new team or moving people to a different location.
Before you begin
Time-off tracking must be switched on. Go to Settings → Features and check that Time-off tracking is enabled.
Check your access. Administrators can open every report. Other users need the Leave policy report on their role (see Give access to the report below).
Open the report
Go to Reports → CoreHR → Leave policy.
What the report shows
Column | What it shows |
Employee | The employee, linked to their profile |
Leave type | The type of leave, for example Vacation or Sick leave |
Policy | The policy assigned to the employee for this leave type |
Effective on | The date the policy takes effect for the employee |
An employee appears once for each leave type they have, so someone with vacation and sick leave appears in two rows. Click a column heading to sort by it, for example by Policy to group employees on the same policy together.
Find what you need
Use search to find a specific employee.
Click Add filter to narrow the report, for example by Leave type, Employee, Position, Department, Division, Location or Employment type. For example, filter by one leave type to see which policy each employee has for it.
Export the report
Click Export to.
Choose Excel or CSV.
The file includes all rows matching your filters and search.
Give access to the report
Go to Settings → Roles and permissions.
Open the role you want to change.
In Company reports, select Leave policy in the CoreHR group.
Click Save.
Everyone with this role can now open the report in Reports → CoreHR → Leave policy.
💡 Tip: If an employee's leave balance looks wrong, check this report first. A missing policy, or one that takes effect later than expected, is a common reason.