Working out leave taken for employee

Kellie Riek
Kellie Riek Member Posts: 18 Novice Member Novice Member
edited October 2024 in Reckon Accounts (Desktop)
I need to work out all leave taken by an employee from the day he started to today's date. Is there a way I can do this in the Report's Centre? I'm pretty new to Reckon and still learning the ropes :)

Comments

  • Zappy
    Zappy Accredited Partner Posts: 5,258 Accredited Partner Accredited Partner
    edited August 2019
    Hi Kellie if you know the number of ordinary hours worked (not overtime) it's very simply. Based on four weeks annual leave, you take the number of hours and multiply it by .076923. In theory you can do exactly the same with the number of days worked. The personal leave is half of this. Now all of this is based on the NES standards which are incorporated in the modern awards. Let me know if  you have any other queries. Kevin t:0407744914
  • Kellie Riek
    Kellie Riek Member Posts: 18 Novice Member Novice Member
    edited February 2017
    Hi Kevin,

    Thank you for your quick reply. Ive been asked to supply a report from the boss with all the leave taken by this employee. 

    I located a Payroll Transaction Detail but not sure if this will do.

    Thanks :)
  • Zappy
    Zappy Accredited Partner Posts: 5,258 Accredited Partner Accredited Partner
    edited August 2019
    Sorry I didn't realize you wanted leave taken. You can get this from the Payroll summary from the reports menu. You just need to select the appropriate date range. You can then filter the report for the employee you wish to report.
  • Kellie Riek
    Kellie Riek Member Posts: 18 Novice Member Novice Member
    edited April 2015
    Thanks so much Kevin!
  • Zappy
    Zappy Accredited Partner Posts: 5,258 Accredited Partner Accredited Partner
    edited August 2019
    Kellie, this is what I do. Now don't tell anyone else. ;)
  • Sally McIntosh, Accredited Consultant
    Sally McIntosh, Accredited Consultant Accredited Partner Posts: 393 Accredited Partner Accredited Partner
    edited December 2016

    Hi Kellie,

    How I do this is to go to the Payroll Item list, then do a fast report on the leave payroll item, then change the date range, then modify the report and filter by that employee. If you then also add the column for hours it will show you the hours too.

    This will then give you not only a total for the year, but when it has been taken.

    Kind regards,

    Sally McIntosh (sally@samsolutions.com.au)

  • Karen251
    Karen251 Member Posts: 5 Novice Member Novice Member
    edited August 2016
    I'm trying to do this but I can get it to give me headings but no information, I need this information today :( as one of our employees is leaving and there are issues as to leave taken as it appears some has not been recorded.  I wanted to do a print out of leave taken and dates but am having real problems doing this.  He is on a salary so I went into Holiday Salary and went and then modify report but not sure I ticked the right things, then I filtered to his name.  When I do the report the date to & from are just the pay period dates and I still don't get any leave taken dates.  so frustrating, such a hard program to get reports out of!!!!
  • Karen251
    Karen251 Member Posts: 5 Novice Member Novice Member
    edited August 2016
    Hope you can help me then Kevin!!!  I need it  - I'm also new to this program and am really struggling with reports.
    Regarding reports on employees leave history.
    I'm trying to do this but I can get it to give me headings but no information, I need this information today :( as one of our employees is leaving and there are issues as to leave taken as it appears some has not been recorded.  I wanted to do a print out of leave taken and dates but am having real problems doing this.  He is on a salary so I went into Holiday Salary and went and then modify report but not sure I ticked the right things, then I filtered to his name.  When I do the report the date to & from are just the pay period dates and I still don't get any leave taken dates.  so frustrating, such a hard program to get reports out of!!!! 
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