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How to View Time Off Balance Report (New)

Article author
Learning Center Mekari
  • Updated

You can see the balance of employee leave and the validity period of the leave in the Log History Time off which is on the Time Off sub-menu. This information can only be accessed by users with Superadmin or Admin role access.

Here are the steps:

  1. Go to the Time Management menu then select Time Off.
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  2. Click "Log History" on the leave policy.
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  3. Then you will be directed to the Overview Balance page view, as shown below.
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  4. Here you can filter by employee leave period.
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  5. You can also filter based on other employee leave policies.
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  6. Select Filter to select employee conditions based on Status, Branch, Organization, Job Position, and Job Level.
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  7. Then, click “Apply Filter”.
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  8. Then you can see a detailed list of employee leave balances, based on the conditions that you have filtered, as follows.
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  9. If you hover over the numbers contained in Time Off Taken, Adjustment, Expired and Carry Forward, a pop-up will appear as follows.
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  10. Click the numbers contained in Time Off Taken, Adjustment, Expired and Carry Forward to see the details of the leave balance.
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  11. Then the details of the leave balance will be displayed as follows.
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  12. Click "View detail" to view detailed employee leave information.
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  13. In addition, you can click "Export" to download the report in Excel.
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  14. Use the Search field to find the employee's name.
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  15. Then to see a detailed list of employee leave balances, select the Log Balance tab. 
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  16. Then a detailed employee leave balance will be displayed based on the conditions that you have filtered, as follows.
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  17. Click “View Detail”to view employee leave information in detail.
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    - Time off request: Balance time off used by employees through the request time off a feature via mobile apps or the web.
    - Transaction: The adjusted balance time off increases or decreases which is done by the admin by making an updated balance transaction
    - Import balance: Balance time off added or subtracted by the admin through the import balance feature.
    - Generated: Balance time off which is added automatically according to policy provisions.
    - Carry forward: Balance time off that is added automatically based on the provisions of the leave carry forward policy
    - Expired: Expired balance time off due to automatic expiration according to policy provisions, automatic expiration according to to carry forward provisions, and expired policy
    - Edit attendance: The reduced balance time off is due to the admin assigning time off through the edit attendance and import attendance features

This is an explanation of how to view the time off balance report. Also learn how to update the time off balance, here.