SmartFusion Modules > Payroll > Reports > Leave Detail Report

Recent Change:
6.196 - Updated the leave detail data pull to filter out employees that have a hire date less than or equal to the period end date the report is being run for.

6.166 -  Modified to pull the Calendar begin and end date based on the Year of the Begin date the report is being run for instead of from the Calendar year dates stored in the payroll system file.

6.165 - 'Select report sequence' has been added for Leave Accrual Report with sequences for Department Name / Department Number. Report has also been updated to UX Standards.

6.148 - Added a checkbox to "Use actual accrued leave time"   

6.145 - Updated logic to use the filter criteria's end date rather than the Calendar/Fiscal years end date when calculating prior balance.

6.111 - Added new field called "Exclude employees terminated on or before this date:" that will only be visible if "Include inactives" is checked. Now, only inactive employees inactivated in PR on or before the date specified will be shown on the report

Report Selections

Select Report sequence - determines the sorting and grouping of the report Sort options available -

• Name
• Category
• Class
• Department

Period To Report - Defaults to current (With Beginning and End date as current date) Period to Report Options available -

• Current
• Current Quarter
• Fiscal Year
• Month
• Quarter 1
• Quarter 2
• Quarter 3
• Quarter 4
• Year

Print Dock Information on Report -

Print Class/Dept/Loc information for each employee -

Include Inactives -

Exclude employees terminated on or before this date: - Only visible if Include inactives is checked. Goes based on the date inactivated in PR.

New Page for each sequence -

Print SSN on report -

Print Leave Accrual Report - If checked - asks to enter Employee hire to date Prints a Leave accrual report as of the Employee hire to date which is entered by user

Select Report sequence - Department Name / Department Number. It is visible only if 'Print Leave Accrual Report' is checked.

Use actual accrued leave time - It is visible only if 'Print Leave Accrual Report' is checked. If checked, will ignore tenure rules and just give you the value of leave based on the calculated leave * (hourly rate (if leave is accrued in hours) OR daily rate (if leave is accrued in days))

The Leave accrual report displays the following -

• Name of Employee
• Hire Date

• Tenure - is calculated as below

  Date Tenured – add 4 years to hire date

  Date Eligible - add 1 year to hire date (Employees with less than one year's service are not eligible for accruals.)

  If Date Tenured is less than or equal to Employee Hire to date (report input) then tenure is "4+"

  if Date Eligible is less than or equal to Employee Hire to date then "1-3"

  Otherwise it is "< 1"

• Accumulation Rate - Accumulation rate for the given leave code

• Pay Rate

• Balance - Leave Balance calculated as Prior balance + Earned Balance – used. The dates used to determine this are the Calendar/Fiscal (depending on the leave type) start date and the filter criteria end date specified by the user.

• Leave Value - calculated as qualified hours * pay rate

If Use actual accrued leave time is not checked then
Qualified hours is calculated as:

If Tenure = 4+ then If Balance > 160 then 160 else balance

If Tenure = 1-3 then If Balance > 80 then 80 else balance

If Tenure is not 4+ OR 1-3 then 0