You can review all changes to your employees' alternative, sick, and time bank leave balances using the Holiday Leave History report. For annual leave and holiday pay, see the Holiday Leave History Report
To download the report for one of your employees, go to Manage > Employees and click into the employee record. Select Reports > Other Leave History from the options 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 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.
Time Bank Hours Due - The total hours of Time Bank due to the employee at the time of the change.
Time Bank Hours Accrued - For 'Pay' actions, this will show the total number of Time Bank hours accrued in this pay.
Time Bank Hours Taken - For 'Pay' actions, this will show the total number of Time Bank hours taken in this pay.
Average Earnings ($) - For 'Pay' actions, this is the total gross earnings (less any exempt earnings, such as discretionary payments) for the employee for the prior 52 weeks.
Days Worked - For 'Pay' actions, this is the total days worked for the employee for the prior 52 weeks.
Average Daily Pay ($) - The Average Daily Pay for the employee at the time of the change, calculated from the Average Earnings divided by the Days Worked. For employees who don't have specified hours per day, this rate will be used for paying Sick and Alternative leave. Learn more about Other Leave Rates here.
Alternative Leave Days Due - The total Alternative leave days due to the employee at the time of the change.
Alternative Leave Days Accrued - For 'Pay' actions, this is the total Alternative days accrued in the pay.
Alternative Leave Days Taken - For 'Pay' actions, this is the total Alternative leave days taken in the pay.
Sick Leave Days Due - The total Sick leave days due to the employee at the time of the change.
Sick Leave Days Taken - For 'Pay' actions, this is the total Sick leave days taken in the pay.
Next Sick Anniversary - The next anniversary for the employee. When a pay crossing the anniversary is sent, the anniversary will be updated to the following year and the employee's annual entitlement will be added to their balance Due.