PR - Leave History Report
Leave History Report Overview
This is a multi-purpose program that allows you to generate a report providing history information associated with a payment made or an accrual adjustment, e.g. leave taken history for one or more employees.
It can be used to provide:
- Annual, Sick, Long Service or Compassionate leave (or a combination of two or more) by employee, for a designated date range.
- Certified or non-certified leave by employee, for a designated date range.
- All leave paid in a particular pay run (using the 'Period End Date' field as a selection criterion).
This report/export has extensive options that can be selected at run-time. These selections can be saved as your own report 'Configuration' profiles. A report 'Configuration' that you create can't be accessed by another user and vice versa. This is because each 'Configuration' is dependent on the individual user's security permissions that determine the fields that can be included.
To use a previously saved report configuration, select it from the 'Use a Previously Saved Configuration' picklist and click 'Next'.
The 'Use a previously saved configuration' picklist will only be available if a saved configuration exists.
To create a new configuration, click the 'Next' button without selecting an option from the 'Use a Previously Saved Configuration' picklist.
Enter your runtime options for the program.
To save the runtime options that you have entered as a re-usable report configuration, enter a meaningful description into the 'Save this Configuration as' field on the 'Process' or 'Print' tab.
You can delete a report configuration by selecting it from the picklist, clicking the 'Next' button, and then clicking the 'Delete' option.
You can modify an existing configuration by selecting it, making the necessary changes to the run-time options, then clicking 'GO' on the 'Process' or 'Print' tab. You need to ensure the 'Save this Configuration as' field is populated with the report configuration name. This field is populated automatically when an existing configuration is selected.
General/Payroll Details/History Searching Tabs
The report can be run using various selection options (filters) that are available on the 'General', 'Payroll Details' and 'History Searching' tabs.
Enter your 'Search Criteria' into these tabs to filter the data produced in the report.
Important!
You would use the 'Paycode' field on the 'History Searching' tab as a selection criterion to select leave history records that had been paid. By entering a selection in this field, leave accrual adjustments will not be printed on the report.
You would use the 'Accrual Code' field on the 'History Searching' tab as selection criteria to select all leave transactions (payments and adjustments).
The date picker 'Calendar' icon displayed in various date fields allows the entry of a date range, e.g. All employees with a start date between 01/07/10 and 30/07/11.
Many fields on the 'General', 'Payroll Details' and 'History Searching' tabs (with an orange drop-down list indicator) allow multiple selections. Holding down the 'Shift' key while clicking on your options permits a range selection, holding down the 'Ctrl' key enables selection of discrete (individual) criterion.
Print Tab
This 'Print' tab allows you to choose the technology that will be used to display the report. The 'Formatting Options' are Adobe PDF® Reader, Microsoft Excel® or Microsoft Word®.
Sorting options are also available on the left side of the screen.
The right side of the screen enables selection of a range of formatting options specific to your choice of the technology used. These options include 'Show Table Borders' and 'Alternate Row Colours'.
You can elect to turn off the subtotalling of hours by unticking the 'Include Employees Sub-totals' checkbox.
The 'Alternate Row Colours' option significantly improves the readability of the report.
Both of these options are available in Adobe® Reader (Portable Document Format) and Microsoft Word®. Microsoft Excel® includes neither of these options.
Important!
You will only be able to run the report for payrolls to which you have been granted access. The 'Payroll Number' drop-down list on the 'Payroll Details' tab will only display the payrolls to which you have been granted access.
Click the 'GO' button to generate your report.