How do I Print a Balance report for staff?
Within WhosOff, Approvers and Super Users can quickly gain access to and print reports based on staff balances, to do this you can follow these steps.
Print the Report
- Login to your WhosOff account.
- Click on the "Reports" tab.
- On the right hand side, under "Yearly Breakdown" you will be able to select parameters to build a report, be sure at this stage to select "Summary" as the View Type.
- Depending on your User level you will have access to either the staff you approve, or, if you are a Super User you will be able to view the report for any members of staff or all staff.
- A view of the report can be seen below.
Screenshot: Showing Yearly Breakdown Summary report which details staff opening and remaining balances for the selected year.
On the report you will see their is two fields for each leave type your company has setup, the values that appear in these fields will depend on the following:
Allowance affected
- Value in shaded box: Calendar Days
- Value on white box: Allowance Days
Allowance not affected
- Value in shaded box: Calendar Days
- Value on white box: Working Days
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