Administrators and Managers (if appropriate permissions are set) can use the Leave Balance Report to display and export the balances for all personnel for each Absence (leave) Type for any given day, up to 180 days into the future.
The reported balances can be downloaded as a ".csv" file if desired.
N.B. Balances will only be correct if
- personnel initial balances were loaded or leave balances have been imported from some other truth source, and
- leave accruals are configured correctly via Absence Type configuration using the standard configuration pages, here.
Report Access:
By default, only Administrators can access this report. Managers can also access the report if required but this necessitates a system level configuration. Contact your ROSTERkey support representative if you wish Managers to access the report (It is a FREE option).