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Leave Transaction Report
Leave Transaction Report

A comprehensive audit report for your staff's leave records.

StaffAny avatar
Written by StaffAny
Updated over 10 months ago

Contents of this article are applicable to the following users

Tier: START UP, GROWTH, SCALE

Platform: Web

Access Level: Owner & Manager

This help article covers the following


A quick overview of the leave transaction report


1. Downloading the Leave Transaction Report

On the Web App, go to My Team > Click on the staff that you need the report for

Scroll to the Off and Leave box and click View Full History and Details

On the right pop-up, ensure that you have selected the correct year via the year picker.

Click on Download Leave Transaction Report.

Select the user(s) you wish to download the leave report for and click Download.

At first look, the CSV file should look like this


2. Content in Leave Transaction Report

Employee Information

This section contains basic employee information in each row

Row

Definition

Employee ID

Employee ID in StaffAny

Employee Name

Employee Name in StaffAny

Section Name

Name of all sections that staff is tagged to

Join Date

Date that Staff joined organisation

Resign Date

Date that Staff leaves organisation (empty if haven't left)

Leave Applications

Each row in this section contains a leave application that was taken.

Column

Definition

Amount Taken

Days of leave applied for

Leave Type

Name of Leave Type

Date Applied

Date that leave application was made

Start Date

Date for the first day of leave

End Date

Date for the last day of leave

Leave Status

Indicates whether leave has been approved

Reason

Reason left under leave application (if any)

1st Approver Status

Indicates whether first approver has approved leave

2nd Approver Status

Indicates whether second approver has approved leave

System Notes

Notes left by the system (if any)

Leave Assignments

Each row in this section contains comprehensive information about a leave assignment.
Learn how to assign leaves

Column

Definition

Amount Taken

Days of leave assigned

Leave Type

Name of Leave Type

Date Actioned

Date that leave assignment was made

Start Date

Date for the first day of leave

End Date

Date for the last day of leave

Leave Status

Indicates whether leave has been approved

Reason

Reason left under leave application (if any)

Action By

Name of User who assigned the shift

Entitlement Adjusted

Each row in this section contains an adjustment made to the staff's leave entitlements.

Column

Definition

Entitlement Adjusted

Increase in the leave entitlement

  • Positive if leave entitlement increased

  • Negative if leave entitlement decreased

Leave Type

Name of Leave Type

Adjustment

Indicates if the adjustment was individual update or mass update

Action By

Name of user who made this adjustment

Date of Adjustment

Date when adjustment was made

Carry Forward Adjustment

Each row in this section contains an adjustment made to the staff's rollover leaves.

Column

Definition

Carry Forward Adjusted

Increase in the carried-over leaves

  • Positive if carried-over leaves increased

  • Negative if carried-over leavesdecreased

Leave Type

Name of Leave Type

Adjustment

Indicates if the adjustment was individual update or mass update

Action By

Name of user who made this adjustment

Date of Adjustment

Date when adjustment was made

Leave Details

Each row in this section contains comprehensive information for each leave type that the staff has

Column

Definition

Leave type

Name of Leave Type

Entitlement Period (Start)

Start Date of entitlement period

Entitlement Period (End)

End Date of entitlement period

Total Leave Entitled

Total number of leaves that staff are entitled to

Approved

Number of approved leaves

Pending

Number of pending leaves

Taken

Number of leaves taken

Entitlement Adjusted

Adjustments made to the leaves entitlement

Balance

Remaining balance for leave

Carry Forward

Number of carried-over leaves

Carry Forward Expired

Number of expired carried-over leaves

Carry Forward Forfeited

Number of forfeited carried-over leaves

Carry Forward Taken

Number of taken carried-over leaves

Carry Forward Adjusted

Adjustments made to carried-over leaves

Carry Forward Balance

Remaining carried-over leaves


Sample Export of Leave Transaction Report

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