Leave History Report

To access this report, go to Reports>Payroll>History Reports>Leave History Report

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.

You can choose to use the report as-is by clicking or , or make edits to the report by clicking .

Tip: If you're not familiar with the MIP Cloud Report Builder interface, see Report Builder for an introduction.

If you choose to make edits to the report, the Report Builder page will display. From this page, use the Setup tab to choose the columns you'd like to appear on the report. You can rename the columns under Column Heading.

Current Transaction dates are required to specify the date range for data included in the report. Enter these dates on the Setup tab.

 

The following fields are available to include in the report:

Processing Group Code	This is the processing group code that was set up for the employee using the Payroll>System Setup>Employee Information>Employee Record form.
Employee ID	The employee's ID.
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 Payroll>System Setup>Employee Information. These rights are granted by the Administrator by going to Administration>Users>Manage Users, selecting the "Payroll" module, scrolling down to the "System Setup" section and selecting the checkbox under "Display Sensitive Data".
Leave Code	The leave code.
Class	The employee's class, such as Admin or Staff.
Position	The employee's position, such as Administrator or Program Rep.
Employee Type	This is 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)
Payroll Type	The payroll type - Adjust, Manual, Regular, Supplemental, or Void.
Pay Date	The date on the Payroll check.
Pay Period Begin Date	The pay period beginning date entered on the Payroll>System Setup>Payroll Codes>Processing Groups form.
Pay Period End Date	The pay period ending date entered on the Payroll>System Setup>Payroll Codes>Processing Groups form.
Timesheet Reference	A unique tracking number provided for timesheets.
Document Number	The document number assigned during Payroll Processing.
Document Date	This is the document date assigned during Payroll Processing.
Rate	If "Fixed Percentage of Hours Worked," "Fixed Number of Hours," or "Percentage on Timesheet" was selected for the leave code (see Payroll Leave Codes), 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 the Filter tab to narrow down and define the data using the available filters.

Use the Options tab to Summarize Amounts on the report, to implement security features, and more.

• Select "Summarize Amounts" 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

• You can secure the report so that other users cannot save their changes to it. This option can only be undone by the user that locked the report.

• Select the "Year End Adjustments" option to include year end adjustments on the report. This entry type was designated during transaction entry.

• Select the "Replace total debits and credits with Balance" option to show the net amount for each segment where totals have been requested. Otherwise, the report displays the total debits and total credits for each segment.

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