Reports | Leave Balances

Overview

The Leave Balances report provides a list of all employees' leave balances for a selected period, i.e. their opening and closing balances, accrual days, days taken or adjusted, as well as the value of the employees’ leave.

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Edition

      PaySpace Edition

            This report is available on all payroll editions.

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Navigation Path

      Navigate > Reports > Reports > Nextgen > Reports > Leave

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Details

      

Report Parameters

            

Format

      

Field explanations

      

Selection options

      

      

Field explanations

      

      

Apply filters

      

Field explanations

      

      

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Extracts of the Leave Balances report

 

      Downloading progress toast notifications

            

      The report header

            

       Show totals per leave type

            

            

       Show totals per leave scheme

            

            

• Related Articles

• Which report will display the values of each leave type's balance?

  This feature is available on all PaySpace editions. The Leave Balances Report will display the value of the balances for all leave types per employee. Navigate > Reports > Reports > Nextgen > Leave

• Which report can I generate that will display employees' forfeited leave balances?

  This report is available on all PaySpace editions. To view employees' forfeited leave balances, generate the Leave Balances report. Navigate > Reports > Reports > Nextgen > Leave

• How do I link an employee to a new leave scheme while keeping the previous leave scheme's historical data?

  Before making the necessary leave adjustments and linking employees to the new leave scheme that is required, you will need to download the Leave Balances report to view the employee's leave balances on the current leave scheme. An employee can be ...

• Why are certain employees excluded from the Leave Balances report?

  This applies to all PaySpace editions. An employee’s leave accrual and balance calculates when a payslip record is generated. Therefore, if employees do not have payslips for the period the Leave Balances report is being generated, they will be ...

• Why are employees' balances for a new leave type linked to their existing leave scheme zero?

  This applies to all PaySpace editions. If a new leave scheme is created under an existing leave scheme in the middle of a cycle, it will pull through to the employees' Leave Balances screen, however, the balance will be zero (for instance, a Special ...