Leave balances

Purpose

The Leave Ledger Balances Listing shows employees' leave accrued, leave used, and beginning and ending leave balances for the reporting period.

Content

For each leave ledger included on the report, the listing shows:

• ledger description
• employee leave balance records.

For each employee leave ledger balance record, the listing shows:

• employee name
• employee code
• beginning leave balance
• leave accrued
• leave used
• ending leave balance.

In addition, you can include one or more of the following:

• detail (leave event date, leave accrued and/or used, ending balance)
• valuation (rate, valuation).

The following totals appear on the report:

• subtotals by attribute value (optional)
• ledger totals
• grand totals.

Print the report

1. In the Navigation pane, highlight the Payroll/Human Resources > Leave Plans > Leave Balances folder.
2. Start the report set-up wizard.
   • To report on all or a filtered subset of leave ledger balances:
     1. Right-click the Leave Balances folder and select Select and Report > Leave Ledger Balances Listing from the shortcut menu.
     2. On the Selection tab, define any filters to apply to the data.

        

   • To report on specifically selected leave ledger balances:
     1. In the HD view, select the leave ledger balances to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
     2. Click and select Leave Ledger Balances Listing from the drop-down menu.
3. Select the Options tab.

   

4. In the Range section, enter the range of dates for which to include leave ledger balances on the report.
5. To group leave balance records by attribute value, mark the Group by Attribute checkbox and select the attribute to group by.
6. If you marked the Group by Attribute checkbox and specified an attribute and you want to start a new page for each change in the attribute value, mark the New Page for Each Attribute checkbox.
7. Mark the checkbox(es) for the additional information to include:
   • Detail
   • Valuation
8. Select the Output tab.
9. In the Design field, look up and select the report design to use.
In the toolbar, click the icon for the type of output you want:
• - Provides access to two preview options.
  • Preview - Click the icon or click the drop-down arrow and select Preview from the drop-down menu to view the report in the Crystal Reports viewer.
  • Preview to PDF - Click the drop-down arrow next to the icon and select Preview to PDF to view the report in the PDF reader.
• - Opens the Print dialog so that you can select and configure a printer and then print a paper copy of the report.
• - Opens the Report Email dialog so that you can address and compose an email that the report will be attached to. For best results, ensure your email client is running before you attempt to send a report via email.
• - Opens the Export Report dialog so that you can save the report to a file. File types include Crystal Reports (.rpt), PDF (.pdf), Microsoft Excel (.xls), Microsoft Word (.doc), rich text (.rtf), and XML (.xml).

Data extensions

The following data extensions are available for the report:

• Employees
• Leave ledgers

Purpose

The Employee Seniority & Leave Ledger Balances Report shows beginning and ending balances, accrual, and usage for the ledger-employee combinations in your selection over a specified time period.

Content

When run in detail mode, for each ledger on the report, the report shows:

• ledger name
• employee name
• last accrual date
• beginning balance
• accrual amount
• usage amount
• ending balance.

The following totals appear on the report:

• grand totals (leave entries, beginning balance, accrual, usage, ending balance)

Print the report

1. In the Navigation pane, highlight the Payroll/Human Resources > Leave Plans > Leave Balances folder.
2. Start the report set-up wizard.
   • To report on all or a filtered subset of ledger balances:
     1. Right-click the Leave Balances folder and select Select and Report > Employee Seniority & Leave Ledger Balances from the shortcut menu.
     2. On the Selection tab, define any filters to apply to the data.

        

   • To report on specifically selected ledger balances:
     1. In the HD view, select the ledger balances to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
     2. Click and select Employee Seniority & Leave Ledger Balances from the drop-down menu.
3. Select the Options tab.

   

4. In the Begin Date and End Date fields, enter the range of dates for which to report ledger balances.
5. Mark the Include Detail checkbox if you want the report to show the detail records included in your selection. Otherwise, the report shows grand totals only for beginning balance, accrual, usage, and ending balance.
6. Select the Sorting tab.

   

7. In the Available Sort Options list box, highlight the field(s) to sort by, then click to move your selection(s) to the Assigned Sort Options list box.
8. If you selected multiple sort fields, use and to arrange the sort fields in the order you want them applied.
9. To start a new page for each change in one of the sorting options you specified, select the sorting option to break on from the Page Break Level drop-down list. If you do not want to insert page breaks, accept "(none)".
10. To subtotal based on one of the sorting options you specified, select the sorting option to subtotal on from the Subtotal Through Level drop-down list. If you do not want to show subtotals, accept "(none)".
11. Select the Output tab.
12. In the Design field, look up and select the report design to use.
In the toolbar, click the icon for the type of output you want:
• - Provides access to two preview options.
  • Preview - Click the icon or click the drop-down arrow and select Preview from the drop-down menu to view the report in the Crystal Reports viewer.
  • Preview to PDF - Click the drop-down arrow next to the icon and select Preview to PDF to view the report in the PDF reader.
• - Opens the Print dialog so that you can select and configure a printer and then print a paper copy of the report.
• - Opens the Report Email dialog so that you can address and compose an email that the report will be attached to. For best results, ensure your email client is running before you attempt to send a report via email.
• - Opens the Export Report dialog so that you can save the report to a file. File types include Crystal Reports (.rpt), PDF (.pdf), Microsoft Excel (.xls), Microsoft Word (.doc), rich text (.rtf), and XML (.xml).

Data extensions

The following data extensions are available for the report:

• Employees
• Leave ledgers