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
|
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
|
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 |