Report an employee's vacation and sick time used, available, accrued, and limits
PrintOverview
This article explains how to create a report that shows an employee's vacation and sick time used, available, accrued, and limits.
Assumptions
You have set up vacation time and sick time accrual.
Expected Outcome
You will create reports that show employees' vacation time and sick time used, available, accrued, and limits.
Details
To create a custom report:
- Choose Reports > Employees & Payroll > Employee Contact List.
- Simple Start:
- Click on Reports on the top menu bar.
- Choose Employee Contact List.
- Click Modify Report.
- Select the following information in the Columns window on the Display tab, and then click OK:
- Sick limit
- Sick available
- Sick used
- Vacation limit
- Vacation available
- Vacation used
To create a Paid Time Off List report:
- Choose Reports > Employees & Payroll > Paid Time off List.
- Simple Start:
- Click on Reports on the top menu bar.
- Choose Paid Time off List.
- Click Modify Report.
- Select the following information in the Columns window on the Display tab, and then click OK.
- Sick limit
- Sick rate
- Vacation limit
- Vacation rate
After you add the columns to your report, you can move them around to customize your view of the data. Position your mouse pointer over the title of the column you want to move until the pointer changes to an image of a small hand. Then click and hold your left mouse button to drag and drop the column left or right as needed.
To create a report showing how much Sick Time or Vacation Time has been used in a given time frame:
- Choose Reports > Employees & Payroll > Payroll Item Detail.
- Simple Start:
- Click on Reports on the top menu bar.
- Choose Payroll Item Detail.
- On the Display tab, select:
- Date Range = time frame for the report
- Columns (check the following):
- (left margin)
- Type
- Date
- Source Name
- Payroll Item
- Wage Base
- Qty
- Amount
