This report gives you a clear view of your team’s time off usage and accrual, so you can easily see how much time they’ve earned or taken.
Want to customize it? Use filters like date range, time off type, policy, employee status, department, manager, or office.
Check out the article below for a step-by-step guide.
Summary
Reporting > Select the Time Off Balances Report card > Click Filter button to add required filters > Apply > Export > Select file format (".csv" or ".xlsx" file)
- In Reporting, select the Time Off Balances Report card.
- From here, click the Filter button to apply the filters needed for the report.
- Next, select the date range, time off type, request status (approved only or pending and approved), current time off policy, employee status, department, and manager.
- Once you've set all your filters, just click the Apply button
Note: If you don’t add any filters, Humi will automatically use the current year (Jan. 1 – Dec. 31) and show the default Time Off details. - The report will display the amount of Time Off your employees have accrued and used, any adjustments, ending balance, and estimated ending liability based on the date range you selected. You can also scroll horizontally to view additional columns and data
What Is Estimated Liability?
The estimated liability is calculated using the employee’s salary and remaining balance at the end of the period.
Export the Report
Exporting your report is simple! Just click the Export button in the top-right corner and choose your preferred format.
With this, you're all set to export your Time Off balances report and stay on top of company-wide time off usage. This will help you better understand how time off is being managed across your organization!