Leave Balance Report

Field Definitions

• The Save and Recall option , allows the users to create and save certain reports  for different report runs for each report option.  The Default option is the original SSDT report and the Most Recent is the last report that was ran by the user.  If the report is no longer needed, click on to delete the report.  The Default reports cannot be deleted. 
• Enter a Report as of date. Required This date is the actual date of when the absences were added.  User can see this date by viewing the employees' absences and looking at the 'Leave Activity Date' 

• Select the 'Output Format' from the drop down box
  • PDF (download)
  • CSV
  • Excel-Data

• Select the option to Sort By from the drop down box
  • Employee Number
  • Employee Name
  • Pay Group
  • Building/Department
• The Page Break On field allows you to page break for the primary sort option
  • Employee Number
  • Employee Name
  • Pay Group
  • Building/Department
  • No Page Break
• Select the Leave Report Options from the following options:
  • Vacation Leave
  • Sick Leave
  • Personal Leave
  • All Leave Types
• Check  to Include ineligible positions?
  • **NOTE** - If employee is NOT eligible for Leave, is marked as Active and NOT Archived, with the 'Include Ineligible positions' IS checked, this employee will show on the report but will not show any balances, just ******.  They can look under the Employee Dashboard for their balances.
  • **NOTE** - If employee is Eligible for Leave, marked as Active but is an Archived Employee, they will show on the report with *******. They will not show up on the Employee Dashboard, they will have to be 'Unarchived' in order to see their balances.
• Check to Include archived Employees and Positions?
• Select Pay Groups from Available to Selected be using the  option.
• Click on  to create the Leave Balance report.

Leave Balance Report example: