Leave Reports

Leave Reports

Here is a detailed look of all the leave reports in Zoho People. 

To access the various leave reports, navigate to Reports on the bottom left corner of your screen and go to the Organization Reports tab.

Daily leave status

Daily leave status report is a quick look at employees who are currently on leave and what type of leave they have taken. There are two view types: list view and chart view. Use the arrow markers to cycle between the dates. use the Filter option to filter by Department, Location, etc. 

Click the ellipsis icon for additional options such as Download as PDF, Print and Export. During export you can choose to include additional employee form fields (such as department, location, etc.) besides the fields displayed in this particular report (export formats supported include: .xls, .xlsx, .csv, .tsv).

Resource availability

The resource availability report shows the members of a particular team, who are available during a particular period of time. The main utility of this report is to view the availability of reportees. team members or department staff and plan work accordingly. Frequent leave takers can also be observed here easily.

 

Use the filter option to view leaves for a custom period, or view leaves of a particular department, location, etc. Below the report, the different leave types and color codes are displayed. Use the ellipsis option for additional options such as Download as PDF, Download as ICS, Print, Permissions and Export. During export you can choose to include additional employee form fields (such as department, location, etc.) besides the fields displayed in this particular report (export formats supported include: .xls, .xlsx, .csv, .tsv).

Employee leave balance

The employee leave balance report shows the leave balance of leave type for every employee. Click on the employee name to view the leave balance of a different employee. You also have a Day and Hour view (for leaves that are given on an hourly basis) represented in list or chart view.

Use the ellipsis icon to access the Print report option.

Leave booked and balance

The leave booked and balance report is a detailed leave taken and balance report for each leave type, which are further categorized under paid leave, unpaid paid, or compensatory off. 

Use the ellipsis icon for additional options such as Print, Download as PDF, and Export. During export you can choose to include additional employee form fields (such as department, location, etc.) besides the fields displayed in this particular report (export formats supported include: .xls, .xlsx, .csv, .tsv).

Leave type wise summary

This report shows comprehensive leave details of each employee for a particular leave type. You can choose the leave type as required, and use the filter option to change period and to view leave details corresponding to employees of a particular department, location etc. The following details are displayed in this report: Opening Balance, Leave Granted, Leave Used, Closing Balance, Encashed Leave (if enabled), Lapsed.

 Use the ellipsis icon for additional options such as Print, Download as PDF, and Export. During export you can choose to include additional employee form fields (such as department, location, etc.) besides the fields displayed in this particular report (export formats supported include: .xls, .xlsx, .csv, .tsv).

Bradford score

Bradford score report displays the Bradford score and Threshold level of employees based on their leave practices. Use the filter option to view score of direct reportees or employees pertaining to a certain department, designation, location etc. A custom period can also be defined for viewing score in filters. You can view detailed report of a particular employee by clicking on their name or the view icon (eye). 

Use the ellipsis icon for additional options including Download as PDF and Export. During export you can choose to include additional employee form fields (such as department, location, etc.) besides the fields displayed in this particular report (export formats supported include: .xls, .xlsx, .csv, .tsv).

Leave encashment details

The leave encashment details report calculates the number of days that each employee has per pay period for leave encashment , based on the entitlement as defined in the leave policy.

Use the ellipsis icon to access additional options include Print and Export options. During export you can choose to include additional employee form fields (such as department, location, etc.) besides the fields displayed in this particular report (export formats supported include: .xls, .xlsx, .csv, .tsv).

Regenerate Report - If any ad hoc changes are made, the regenerate report option can be used to reflect the changes. When the leave encashment report is regenerated, the leave data for payroll will also be regenerated.

Loss of pay details (LOP)

The loss of pay details report calculates and lists loss of pay for employees according to your organization's pay period settings. Pay period settings defines the calculation of your employee's loss of pay. You will be able to view the unpaid leave + absent days tally, and if the pay period is not yet processed,  number of days adjusted and loss of pay days can be entered and submitted (remaining to be carried over). The displayed period (in this example, weekly) is based on your pay period settings. 

Use the ellipsis icon to access additional options include Print, Push To Payroll, Import (,xls or ,csv) and Export options. During export you can choose to include additional employee form fields (such as department, location, etc.) besides the fields displayed in this particular report (export formats supported include: .xls, .xlsx, .csv, .tsv). Additionally, when exporting, you can choose to export all data or only data of employees with LOP, Adjustment or either.

Regenerate Report - If any ad hoc changes are made, the regenerate report option can be used to reflect the changes. Once the LOP report is regenerated, all existing data will be deleted. 

Leave data for payroll

The leave data for payroll report shows your total working days, payable days, encashed leave and loss of pay if any. The payroll report gives a count of the number of the total paid days of an employee within a pay period (weekly in this example). Use the filter option to filter displayed employee list based on department, location, etc. 

Use the ellipsis icon for accessing additional options such as Download as PDF, Print, Permissions and Export. During export you can choose to include additional employee form fields (such as department, location, etc.) besides the fields displayed in this particular report (export formats supported include: .xls, .xlsx, .csv, .tsv).

Regenerate Report - If any ad hoc changes are made, the regenerate report option can be used to reflect the changes. Once the Payroll report is regenerated, all existing data will be deleted. 

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