When a customer uses Workstem system to manage the employee’s leave balance, the details of the employee’s leave alance change can be seen on the [Leave Balance] interface. Now the system has added a leave balance report function, through which the employee’s leave balance details can be downloaded.
More details how to download the leave balance report as below:
Click [Leave] > [Reports], and click [Download] on the [Employee Leave Balance Report]
In the [Download] dialog box, select "XLS" or "PDF" as the format, and select the leave type you want to view, such as [Annual leave]. If you want to download all employees' leave data, just click [OK].
If you only want to view the employee leave balance data of a certain department or a certain position, select the desired name in [Department] and [Position] and then press [OK]
You can see the excel file of [Employee Leave Balance Report_Download Date] in the download file. Double-click to open it to view the employee’s leave balance details
Earned(+): The employee’s accumulated amount
Adjust(+): HR/Administrator's manual adjusted amount
Taken(-): The leave balance taken by the employee
Gave Up(-): Expired and unused leave balance
Balance: the current available leave balance