SimplePay currently has two reports for leave:
This report contains a breakdown of each type of leave taken by employees in a given period. It also contains a record of any leave adjustments added for employees. More information on these aspects, as well as leave in general, can be found in the following section:
To download the report go to Reports > Leave Report and select the relevant filters / options.
When choosing a Date Range, you can do so either by typing in the start and end dates or by selecting them from the calendar. When selecting dates from the calendar, please ensure that you click a specific day after selecting a month or year.
You can pull the report by Pay Frequency and / or Pay Point by selecting the relevant options. By default they will all be selected. If you are using pay points, there is also an option to Group by Pay Point, which allows to pull the report for the entire company but have the information split by pay point.
You can also choose which Employees to include in the report. Again, by default the “All” option is selected. If you only want a report for one or a few employees, choose the “Selected Employees” option from the drop down menu and tick the names of the employees you’d like to include.
Choose which of the Leave Types you would like included in the report. You can pull a report for one type or multiple ones; if you select multiple leave types, the report will display the details of each type per employee.
If you would like to include some of the fields from the employees’ Basic Info, you can do so by clicking Show next to Additional Fields and selecting the information you need.
Once you are happy with the parameters you’ve set, click Show Excel or Show PDF to download the report. We generally recommend using the Excel option.
Note: All details contained in leave reports are based on finalised payslips.
Remember: Leave reports also only contain information up to the date range specified, and therefore excludes leave requests after the date of the report.
Leave Days Report
This report shows the specific days that employees have taken/will take leave for the specified leave type and period. It complements the Leave Report above, as this report shows a break down of the leave days which make up the total in the Leave Report.