Leave History

Access this report using Reports>Payroll>History>Leave. It is only available with the Payroll module; it is not available for Payroll Link users.

Use this report to review an employee's leave history in summary or detail. The totals provided by this report only include the activity defined by the date range selected on the Setup tab. This report is an activity report not a balance report.

The system automatically displays the last column of this report; it does not need to be selected on the Setup tab. This column does not have a heading, but prints Opening Balance or Current Balance each time the report changes from one employee name to the next or the leave code changes.

• Opening Balance - If the Show Total check box is selected next to a column on the Setup tab, and the employee name/leave code changes from one name/code to next one, and it is the beginning balance, the label displays Opening Balance. The Opening Balance always prints an amount, even when it is zero. Opening balances print for the Net Hours column.
• Current Balance - If the Show Total check box is selected next to a column on the Setup tab, and the employee name/leave code changes from one name/code to next one, and there is no detail to be printed related to the beginning balance, the balance label displays Current Balance. The Current Balance always prints an amount, even when it is zero.
• Ending Balance - If the Show Total check box is selected next to a column on the Setup tab, the label displays Balance {Leave Code}. This is calculated by taking the opening balance plus the activity total amount.

 

Use this tab to assign a report name and determine whether or not to include it on the actual report. The report name can be printed in the header or the footer of the report.

• Current Transaction Dates are required to specify the date range for the data included in the report.

Use this tab to determine what data to include in the report and to define the report layout.

• By selecting Available Items, the data is divided onto separate pages. The report starts a new page for each item, and the item is printed in the page header of the report.
• By selecting Available Columns, the data that appears in the body of the report is determined.

Column	Description
Processing Group	This is the processing group code assigned to the employee using the Maintain>Payroll>Employee Information form. The report shows the code's name, such as Admin or Parttime.
Employee ID	The ID assigned to the employee.
Employee Last Name	The employee's last name.
Employee First Name	The employee's first name.
First, MI Name	The employee's first name and middle initial.
Employee Name	The employee's full name, including the middle initial.
Employee Status	The status of the employee—Active, Inactive, or Terminated.
Social Security Number	The social security number. Note that only the last four digits of the number display. To view the entire social security number, you must have been granted Display Sensitive Data rights for Maintain>Payroll>Employee Information. These rights are granted by the Administrator using Security>Set Up Organization Menus form.
Leave Code	The leave code selected on the employee's timesheet.
Class	The employee's job class that was assigned using the Maintain>Payroll>Employee Information>Job and Pay tab.
Position	The employee's position, such as Administrator or Program Rep.
Employee Type	The employee type, such as full-time or part-time.
Processing Group Title	The title of the processing group code.
Leave Title	The title of the leave code.
Calculation Method Code	The calculation method for the leave code. The system displays one of the following codes: FN (Fixed Number of Hours) FP (Fixed Percentage of Hours Worked) AT (Amount on Timesheet) PT (Percentage on Timesheet)
Calculation Method Title	The title of the calculation method, such as Fixed Number of Hours, Fixed Percentage of Hours Worked, Amount on Timesheet, or Percentage on Timesheet.
Payroll Type	The payroll type—Adjust, Manual, Regular, Supplemental, or Void.
Pay Date	The date on the check (Activities>Payroll>Calculate Payroll).
Pay Period Begin Date	The pay period beginning date entered on the Maintain>Payroll>Processing Groups - Pay Schedule Tab.
Pay Period End Date	The pay period ending date entered on the Maintain>Payroll>Processing Groups - Pay Schedule Tab.
Timesheet Reference	A unique tracking number provided for timesheets.
Document Number	The document number (Activities>Payroll>Print Checks/Vouchers).
Document Date	The document date (Activities>Payroll>Print Checks/Vouchers).
Rate	If "Fixed Percentage of Hours Worked," "Fixed Number of Hours," or "Percentage on Timesheet" was selected on the Maintain>Payroll>Leave Codes>Calculation tab, the data displays in this column (either hours or percentage).
Applicable Earning Hours	The earning hours based on the employee's history.
Hours Accrued	The hours the employee has accrued for the pay period.
Hours Taken	The hours the employee has taken for the pay period.
Net Hours	The net hours for the pay period.

Use this tab to narrow down and more explicitly define the data to include in the report by selecting from the Available Filters.

Use this tab to set up any Available Options for the report.

Options	Description
Summarize Amounts	Select this option to add amounts together and display one line item with the total amount. All document information must be identical for the system to add items together.

Use this tab to change the font and page setup for a report.

Use this tab to secure the active report so that other users cannot save their changes to it. The user that selects the check box, and then saves the report, is the only user that can change or save it later. This check box cannot be cleared by any user other than the user that locked the report.