How to Run a Employee Absence Status Balance and Details Report

The Employee Status Balance and Detail report displays Employee Absences by Location and Employee name for a specified reporting period. A valid Position Location must be specified to determine how each Employee will be reported for their latest Position, Home Location and Cheque Location. For each selected Absence Group one or more Absence Accounts may be excluded. This report also has the CURRENT BALANCES for the Allocated, Used and Available Credits for each Absence Account chosen. If more than one Absence Account is charged to one Absence Group, they will be listed in alphabetical order.

Use the following steps to run an Employee Absence Status Balance and Details Report:

          1. Click on Absence Management

          2. Click on Reports

          3. Click on Employee Absence Status Balance and Detail

          4. Select a Start Date value

          5. Select an End Date value

          6. Select a Location value

          7. Right-click the grey grid below the Absence Group Codes column and select New Record value to add a group code for the report

          8. Enter the relevant information within the grid. Double-click on a grid-column to modify the value (All fields are Mandatory)  (Consult the user guides for more information about each field)

          9. Right-click the grey grid below the Employee ID column and select New Record value to add a specific employee for the report

          10. Enter the relevant information within the grid. Double-click on a grid-column to modify the value (All fields are Mandatory)  (Consult the user guides for more information about each field)

          11. Click on the Submit button to generate the report