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Create a query for annual leave entitlement

Run a report for the remaining holiday of this year.

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Written by Joshua Shooter
Updated over 2 months ago

As an admin, to build a report on holiday entitlement, follow the steps below:

  1. Click Access Button image then click HR Admin.

  2. Click Queries then click the plus icon.

  3. In the first column, select Annual Leave Entitlement then select the following:

    • Annual Leave Start Date

    • Allowance (Days)

    • Allowance Remaining (Days)

    • Carried Over (Days)

      πŸ“ŒNote: If your employees' holiday entitlement is measured in hours, select the (Hours) options.

  4. Click Next then click Annual Leave Start Date.

  5. Select the relevant filters then click Next.

    πŸ“ŒNote: Not adding any filters will return all holiday years users have been employed for. If you only want to see the annual leave entitlement for the current holiday year apply the Last 12 months filter.

  6. Enter the name, description and category for the query.

  7. To export the query, click Export To.

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