Leave Balance Report

Owned by Former user (Deleted)
Last updated: yesterday at 12:16 PM by Andrea Boehm
3 min read

 

The Leave Balance Report shows the balances of sick, vacation, and personal leave.

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' 

    • The Report as of date uses the date the absence was applied to the balance.  This would be the timestamp of when the usage transaction was created and applied to the balance. For a district that does not use deferred posting of absences, the usage transaction would be created when the Absence record is created.  The date on the timestamp would match the activity date.  For deferred absence posting district, the usage transaction would not be created until the activity date falls within a payroll date range and the payroll is posted.  So, the activity date would typically not match the date of when the usage was applied to the balance for deferred absence posting.

  • 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:

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