PR> Reports> Sick Leave

Sick Leave Report

 

Summary

 

The Sick Leave report is used to report on sick leave amounts for employees filtered and sorted by department.

 

Related Links

 

Click here for information on the Report Publisher.

 

Step by Step

 

1     Open the Sick Leavewindow (PR> Reports> Sick Leave).

 

2     Configure the report. 

 

  • The Department field is used to filter the employees included in the report by specific departments. Click the toggle in the field header to select all departments.
  • The Employee Number field is used to generate the report for a single employee. Leave this field blank to generate the report for all employees in the selected departments that meet the date filters below.
  • The Date Type drop-down menu determines the function of the Date From and Date To fields. Select the type of date you would like to use to filter the report.
    • Select Check if you would like to filter the employees by check date. The Date From and Date To fields will be used to filter the employees included in the report by check date. The check date of a payroll check created using the Computer Checks batch is set during the Calculate Payroll step of the Computer Checks process (PR> Computer Checks> Calculate Payroll> Check Date field).
    • Select Period End to filter the employees included in the report by the period end date of the Computer Checks batch used to create the report. The period end date of a payroll Computer Checks batch is set up during the Generate step (PR> Computer Checks> Generate> Period End Date field).
  • The function of the Date From and Date To fields depends on the selection in the Date to Use drop-down menu.
  • The report will display the Department, Name, Hire Date, Minimum Balance, Sick Leave Balance, Sick Leave Used, Paid Hours, Hourly Rate, and Redemption value for each employee included on the report. The employees will be sorted by Department.

 

3     Print the report. 

 

  • Once the required report settings have been specified, click the Print button to print your report.
  • Click the options arrow on the right side of the Print button to see other print options.
    • Select PDF to print the report in the default Springbrook PDF format.
    • Select Excel to export the report data to an Excel spreadsheet as unformatted data.
    • Select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
    • Once a print option is selected, that option will automatically be selected the next time you access the report. For example, if you select Excel from the drop-down menu, the next time you access the report the Excel button will be displayed by default.
  • Click the Schedule icon next to the Print button in order to schedule the report to generate at a later date and time.
    • Enter a Date and Time to generate the report and click SUBMIT.
  • Users can also regenerate a report with the same configuration as a prior report via the report history section. This can help improve efficiency when an identical report is frequently generated.
    • Once a report has been generated, the date and time it was generated will display in the report history accessed via the Expand Arrow button on the right side of the window.
    • Expand the report history and click on a previous report record to automatically populate the report criteria with the criteria specified on the previously generated report. This section will display the last three times the report was generated.