SmoothPay provides several reporting options to help you review leave balances, audit leave transactions and understand your financial liability. These reports appear across different areas of the software depending on the type of information you need.
Reports Screen
Leave-related reports in this area are found under the Staff category in the Reports screen.
Three core reports are available across all jurisdictions.
Leave entitlements
Provides a summary of each employee's leave types, settings and totals.
Useful when you need to review entitlements without displaying dollar values.
This report includes details such as:
Anniversary date
Accrual rate and unit
Start date
Maximum accrual (cap)
Whether the leave type uses Percentage per pay
Whether the leave type counts toward RDO or Flexi-time
Current balance (anniversary or to-date depending on liability rules)
Leave valuation
Shows the anniversary balance, to-date balance and the current dollar-value liability for each leave type.
This report is essential for financial and compliance purposes.
The values shown mirror the right-click → Leave balances window but are presented in a report format.
Fields include:
Anniversary date
Anniversary balance
To-date balance (may show as Estimate depending on jurisdiction)
Valuation
Total liability for each employee
Leave taken analysis
Generates a detailed summary of leave used within a selected date range.
This report allows you to analyse leave usage across the organisation and can be filtered by:
Date range
Leave type
Department
Grouping by department
The report includes details such as:
Employee name
Department
Leave type
Leave units
Units entered
Dollar value
Badge number
Start date
Years of service
Accrual rate and method
Whether the leave type accrues annually, per pay or not at all
Internal codes for employee, paycode and department
Pay Reports Menu
The Pay reports button in the Payrun screen contains several audit reports, including the Leave taken report for the current pay process.
The Leave taken report displays:
Units entered
Rate of pay
Leave amount consumed
Gross value
Totals for each leave type
This allows for quick verification of leave taken in the current pay before finalising the pay process.
Files Screen
Leave-related reports are automatically generated when a pay is completed. These can be downloaded from the Files screen.
Two leave reports may appear here:
Leave liability report
Generated with every completed pay process.
Similar to the Leave valuation report but:
Separates each leave type onto its own page
Includes totals for the pay process it relates to
Useful when auditing historical liabilities.
Filename format: LeaveLiability_<batch#>_yyyy-mm-dd.pdf
Leave accruals report
Generated when an accrual occurs during a pay process.
This includes:
Anniversary accruals
Percentage per pay accruals
Does not include pro-rated portions from the to-date method.
Fields include:
Employee name
Leave code
Batch number
Date
Units accrued
Unit of measure
Period end date
Filename format: LeaveAccruals_<batch#>_yyyy-mm-dd.xlsx
Print Button Leave Reports (Staff Screen)
These options produce reports for a single employee, and are ideal for auditing or providing employee-specific summaries.
Leave history
Shows all leave transactions for the selected leave type with a running balance.
To generate the Leave history report:
Go to the Staff screen
Select the employee
Select the Leave tab
Select the History tab
Select the leave type you want to review
Click the Print button at the bottom of the history column
Entitlements summary (employee specific)
Same layout as the Entitlements summary in the Reports screen, but for the selected employee only.
To generate this report:
Go to the Staff screen
Select the employee
Select the Leave tab
Select the Entitlement tab
Click the Print button at the bottom of the code list
Select Entitlements summary
Leave valuation (employee specific)
Shows the anniversary balance, to-date balance and liability for the selected employee.
To generate this report:
Go to the Staff screen
Select the employee
Select the Leave tab
Select the Entitlement tab
Click the Print button at the bottom of the code list
Select Leave valuation
Print Button Leave Reports (Codes Screen)
These reports show information for all employees for the selected leave type.
To generate any of the leave code reports:
Go to the Codes screen
Select the Leave codes category
Select the leave type you want to review
Click the Print button at the bottom of the code list
Choose one of the following:
Code history (batch)
Code history (date range)
Entitlements
Valuation