Effectively managing employee leave is crucial for organizations to maintain productivity and ensure smooth operations. To assist managers in making informed decisions and closely monitoring their team's leave patterns, the Leave Utilization Report is now available and easily accessible from the Team dashboard.
How to Generate the Leave Utilization Report
Follow these steps to generate the Leave Utilization Report:
Navigate to the Report
Go to Team > Team Leave > Leave Management > Leave Overview > Export Report.
NOTE:
This report is only available for standard leave types, excluding credit-based leave types.
Option 1: Download the Leave Utilization Report for the Entire Year
Select the desired year from the dropdown menu. Click Download to generate the report.
Option 2: Download the Leave Utilization Report for a Specific Month
Select the desired year from the dropdown menu. Choose the specific month. Click Download to generate the report.
Accessing the Leave Balance Report
In addition to the Leave Utilization Report, managers can access the Leave Balance Report in the Report tab:
Navigate to the Leave Balance Report
Go to Team > Team Leave > Report > Export Report (available in CSV/Excel format).
This report can be customized by selecting various leave types and adjusting the fields and filters to display the necessary information.
Understanding the Reports
Leave Utilization Report: Tracks the approved leave applications of employees.
Leave Balance Report: Displays the remaining leave balances of employees.
In summary, the Leave Utilization Report monitors approved leave, while the Leave Balance Report provides an overview of the remaining leave balances.
Need Assistance?
If you have any questions or require assistance, please reach out to our support team via live chat or email us at support@briohr.com.