Accruals Report
Accrual Report providing essential details such as the leave quota, next accrual date, next accrual amount, earned leave, and used leave.
Data
The accrual report provides detailed information on how much leave balance each employee accumulates, according to the specific leave policy and type they are under. It includes the employee’s name, the policy governing their leave, the type of leave, the total leave quota, and when the next leave will be added (next accrual date) along with the amount to be added (next accrual amount). Additionally, it shows the current balance of leave earned and how much of that leave has already been used.
Filter
The report offers flexibility in data analysis through various filters, allowing customisation based on specific needs. You can refine the information displayed by selecting particular criteria:
- Employee’s name: for individual records.
- Team: for group-related data.
- Leave Type: to view specific categories of leave (e.g., vacation, sick leave).
- Location: to analyze data by geographical area.
- Leave Policy: to differentiate between the various leave terms and conditions applied within the organization.
This functionality enhances the report’s utility, making it easier to manage and understand leave accruals across the workforce.
Print & Export
The accrual report can be exported to Excel with the option to apply filters for last year, this year, and next year. This feature provides straightforward analysis and documentation, allowing for more efficient tracking and management of leave accruals across different periods. the report can be printed, providing a convenient option for creating physical copies for documentation and sharing.