Detailed Leave Accrual Report

1263784
1263784 Member Posts: 6 Reckoner Reckoner
in Reckon One - Payroll Ideas

Can you please provide a report from payroll that will show an individual employees leave accrued and leave taken for all leave types.

41
41 votes

Completed ✅ · Last Updated

Leave Taken report is now available in Reckon One! You'll find this report in Reports ➡️ Payroll ➡️ Leave Taken by Employee

Comments

  • musac65
    musac65 Member Posts: 2 Novice Member Novice Member
    edited March 12
    Check for each employee when leave was takentaken, , which justifies their leave balance
  • Rav
    Rav Administrator, Reckon Staff Posts: 14,645 Reckon Community Manager Community Manager

    Hi @1263784

    Would love to get a little bit more info on this. Are you looking for the existing Leave Balances and Accrual Value report to include additional detail?

    Currently this report shows leave accrued at any specified date for all leave types and can be filtered by employee and/or leave type

    image.png

    It doesn't however show which dates leave was taken at this stage. Instead this is listed on the Payroll Detail Report.

  • 1263784
    1263784 Member Posts: 6 Reckoner Reckoner

    Yes I am wanting more detail in this report so that if we need to check when individual staff are taking leave eg always on a Monday etc, or to verify that their leave is accruing correctly etc. MYOB Advanced has a really good version of this report :)

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,645 Reckon Community Manager Community Manager

    Hi @1263784

    Reckon One has received an update which introduces the Leave Taken report which will give you clear visibility of leave recorded within a selected date range.

    ✨ Leave Taken Report - key features

    Date Range Selection: The leave taken report uses the pay run date to filter results which ensures accuracy.

    Draft pay runs included: Leave from draft pay runs is included to provide a comprehensive overview.

    Organised Grouping and Sorting:

    • Data is grouped by employee
    • Leave types are sorted alphabetically under each employee

    Summarised Totals:

    • Each employee section includes subtotals for hours taken, $ value and leave loading
    • A grand total is displayed to summarise data across all employees
    image.png
  • 1263784
    1263784 Member Posts: 6 Reckoner Reckoner

    Fantastic! Thank you so much. :)

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