A ''Leave balance'' report provides a comprehensive overview of the current number of available leaves for each type of leave for all employees in the company.
Getting started with filters
The ''Leave balance'' report includes filters by Date range, Employees, Positions, Departments, Divisions, Locations, and Employment types. By using these filters, you can customize your search and obtain specific information that interests you.
This list displays detailed information about a particular type of leave, such as the initial balance at the start of a specified period, the number of days or hours accrued based on the leave policy, the number of days used by employees, any adjustments made, and the remaining balance at the end of the selected time period.
Exporting the report
The report can be exported in XLSX or CSV format by clicking on the three dots in the upper right corner.
Setting up access rights to the "Leave balance" report
In PeopleForce, you can customize access rights to the ''Leave balance'' report. Follow these simple steps:
Go to the Roles and permissions section in the settings.
Select the role you want to customize and click Edit.
In the role editing window, scroll down to the Reports section.
Select "Leave balance" in the " Reports" field.
Save the settings.
After saving the settings, users with the corresponding role will have access to the "Leave balance" report.
📌 Note that you must have the appropriate administrator rights to be able to configure access rights.
