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Team Leave Report: a record of approved leave

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Team Leave Report: a record of approved leave

What this guide covers

The Leave report under People ? Managers is a read-only record of approved leave for the people you manage, over a date range you choose. Use it to see who was (or will be) off, pull the supporting sick notes, and export the period's leave for payroll or records.

It's one of the Managers screens (People ? Managers), alongside Manage hours, Manage schedules and the Organigram.

This is not the approval screen. Deciding pending leave requests happens in Manage your team's leave (the inbox). The Leave report only shows leave that has already been approved - it changes nothing.

Two leave screens: Manage your team's leave is the decision inbox where you approve or reject pending requests; the Leave report is the read-only record of already-approved leave for a date range, with filters, sick-note download and Excel export. Steps: pick a date range and Load, filter by employee/department/leave type, open or download sick notes, export to Excel.

Using the report

  1. Pick a date range - set From and To, then click Load. It defaults to the current month.
  2. Filter the results by Employee, Department or Leave Type - the table narrows as you type.
  3. View the sick note where one was attached (the eye icon opens it; the download icon saves it).
  4. Export Excel to hand the period's leave to payroll or keep it on file.

The columns

Column What it means
Employee The person who took the leave.
Department Their department.
Leave Type The kind of leave (annual, sick, family responsibility, .).
Start / End The first and last day of the leave.
Days The leave length; a half-day shows as a fraction (e.g. 0.5).
Status Always Approved here (the report lists approved leave only).
Sick note A link/download for the supporting document, when one was provided.
Manager Comment The note left by whoever approved the request.

Good to know

  • Approved only. Pending or rejected requests don't appear - find those in Manage your team's leave.
  • Scoped to your team. You see leave for your departments and everything beneath them; HR admins see everyone.
  • The date range matches overlap, not just start date, so a leave that runs into your window is included.
  • Export is a snapshot of what's currently filtered/loaded - set the range and filters first, then export.
  • Manage your team's leave - the inbox where you approve or reject requests (and the chain-manager + stand-in rules).
  • Apply for leave - what the employee does to request leave.
  • Leave request statuses field definitions - what each status means.

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