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Employee Leave Situation Report

Employee Leave Balance Reporting

Jake Ellis avatar
Written by Jake Ellis
Updated this week

Table of Contents

Introduction

The Leave Situation Report gives an overview of the leave taken and the remaining balances.

The Report

To access the Leave Situation report you can:

  • Click and open Leave Situation Report in the Employee Portal. Or;
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  • Go to Payroll & Leave > Reporting section > Leave Situation.
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Generating the Report

Once on the Leave Situation Report screen:

  1. Tick the the companies that you wish to report leave for in the Payroll Company tab.

  2. Also tick the needed records in the Leave Type, Employment Type and Employee tabs, if needed.

  3. The sidebar on the right will allow you to change the period for which you wish to report leave, along with other settings. Act according to your needs.
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  4. Once finished, you can use the buttons at the bottom of the side bar:

    • Generate PDF: generate the report in PDF format.

    • Clicking on the 🔼 upward arrow you'll see:

      • Generate Report Viewer: generate and view the report in an online viewer.

      • Generate Merged: generate and view the report in an online viewer merged into a single, contiguous document.

      • Generate Data Only As Excel: generate the report with data as an Excel sheet.

    • Send Report: share the report via email.
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📋 Note: If you generate the report as Excel, and you are not a Payroll User, the system won't include the columns related to personal information (e.g. mobile phone, telephone number, address, date of birth).

Generating as PDF

To generate a PDF of the report:

  1. Click Generate PDF. Indigo will inform you that the report is being processed.

  2. A new notification will show in the Notifications 🔔 menu saying the report 'has started. You will be notified once it is complete.'

  3. When it's ready, a new notification will read that the report 'has completed. Open this here.'. Click on the hyperlink 'here' to open the report in a new tab.

Below is an example of such a report, giving an overview of the each employee's leave situation.

If you want Indigo to remember the settings for this report for future uses, check the Remember generated report settings at the bottom of the report setup panel.


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