Summary Time Off Report

  • 1
  • Idea
  • Updated 2 years ago
  • Not Planned
It would be helpful to have a report that would summarize an employees time off balance for the year. The existing report, that is available, shows all the days taken off as one line each. If there was a way to get a report, with the employees name, and column headers such as New Policy, Taken/Booked, Balance From Policy, Accrued, and any other columns relevant to the employer, summing all relevant data to each specific cell, with a remaining balance as the last column, that would be ideal.
Photo of Stanzeleit, Joanne

Stanzeleit, Joanne

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Posted 2 years ago

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Photo of Aashnee Kamboj

Aashnee Kamboj

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Hi Joanne,

I see that you are looking for a field called New Policy. Do you mean the effective date of the policy?

From what we understand here you would like one line per user showing you the effective date of the new policy, the balance that the user started with or carried over, the accrued amount and the reset or validated amount. We will take this up as an idea and update the thread in case of any progress on the same.