Holiday Leave History Report

You can review all changes to your employees' annual leave and holiday pay balances using the Holiday Leave History report.  For sick leave, alternative leave, and time bank see the Other Leave History Report.

To download the report for one of your employees, go to People > Employees and click into the employee record. Select Reports > Holiday Leave History from the  button in the top right of the screen.

A PDF copy of the report will be downloaded to the default download location for your browser.

This report will display all changes that have been made to that employee's leave balances, caused by either manually editing the employee or sending pays.

The columns included in the report are:

When - The date and time of the manual edit or when the pay was sent.

Action - Will show 'Edit' if the line relates to a manual edit and save of the employee record, or 'Pay' if the line relates to a pay being sent. 

Pay Date - For 'Pay' actions, this will display the pay date of the pay. 

Holiday Pay Due ($) - The total Holiday Pay due to the employee at the time of the change. This is 8% of the employee's gross earnings since the last anniversary, less any holiday pay paid.

Holiday Pay Accrued ($) - For 'Pay' actions, this will show the total holiday pay accrued in this pay. This will be 8% of the gross earnings in the pay (less any exempt earnings, such as discretionary payments). 

Holiday Pay Paid ($) - For 'Pay' actions, this will show the amount of any holiday pay paid in the pay. This should only be for employees on Holiday Pay As You Go, when processing a Close Down Period for an employee in their first year of employment, or in a Final Pay.

Weeks Due - The total amount of current Annual Leave due for the employee at the time of the change, in weeks. 

Annual Leave Taken (Weeks) - For 'Pay' actions, this will show the total of any annual leave taken in the pay, in weeks. 

Ordinary Earnings ($) - For 'Pay' actions, this is the total gross earnings (less any exempt earnings, such as discretionary payments) for the employee for the prior 4 weeks. This is used for calculating the Ordinary Weekly Rate.

Ordinary Weekly Rate ($) - The Ordinary Earnings divided by 4. This is one of the Annual Leave Rates, of which the highest will be used when paying annual leave. 

Average Earnings ($) - For 'Pay' actions, this is the total gross earnings (less any exempt earnings, such as discretionary payments) for the employee for the prior 52 weeks. This is used for calculating the Average Weekly Rate.

Average Weekly Rate ($) - The Average Earnings divided by 52. This is one of the Annual Leave Rates, of which the highest will be used when paying annual leave. 

Next Holiday Anniversary - The next anniversary for the employee. When a pay crossing the anniversary is sent, the anniversary date will be updated to the following year.