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Leave Balance

The Leave Balance report displays each Employee's leave statistics for a specified date. The statistics displayed in the report are as follows:
Carried Fwd
Number of days' allowance brought forward from a previous year and/or from the Fwd. Bal Days field in the Employee's Contract or Contract Change.

Allowance
Number of days' allowance for the year of the specified date, up to the specified date. For example if an Employee has 28 days' annual leave from January 1 and you produce the report with June 1 as the date, this field will display the proportion of 28 days for the period January 1 - June 1 (i.e. 11.67).

The annual allowance can refer to a calendar year or a fiscal year. To make this choice, use the Leave Calculation Based on options in the Leave Settings setting.

Total Allow.
Carried Fwd + Allowance

Days Taken
The number of days' leave taken by the Employee up to the specified date. This figure is not calculated from the Employee's Leave Applications but from the Activities created from those Leave Applications using the 'Activities' function on the Create menu (Windows/Mac OS X) or + menu (iOS/Android).

Balance
Total Allow. - Days Taken
Separate statistics will be displayed for each Leave Type specified in an Employee's Leave Scheme.

Employee
Paste Special    Employees in Employee/Contact register
Range Reporting    Alpha
Specify the Contact Number of an Employee or a range of Contact Numbers here if you need the report to display the leave statistics for particular Employees.

Department
Paste Special    Departments setting, Human Resources Management module/Assets module/System module
Specify a Department here if you need the report to display the leave statistics for the Employees in a particular Department (as specified in their Employment Contracts).

Job Title
Paste Special    Job Titles setting, CRM module/Human Resources Management module
Specify a Job Title here if you need the report to display the leave statistics for the Employees with a particular Job Title (as specified in their Employment Contracts).

Date
Paste Special    Choose date
The report will display leave statistics for the date that you specify here. If you leave this field empty, the last date of the current month will be used.

Sorting
The report has two sorting options, as follows:
Employee
If you choose this option, the report will contain separate sections for each Employee. For each Employee, each Leave Type will be listed individually, taken from the Leave Scheme specified in the Employee's Contract.

Leave Type
If you choose this option, the report will contain separate sections for each Leave Type. For each Leave Type, each Employee will be listed individually.
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Reports in the Human Resources Management module:

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