Understanding Leave History and Accrual Balances

You can use the Leave History Tracking - By Employee report (R07531, version ZJDE0001) and the Leave History Tracking - By Leave Type report (R07531, version ZJDE0002) to review employee leave information and make informed decisions about authorizing future leave requests. The system provides two versions of this program so that you can automatically produce leave history reports that are organized by employee or by leave type. You can set processing options for the version that you are running to sort leave information by these parameters:

  • Leave type

  • Business unit

  • Company

You can also set processing options to specify whether the system displays paid and unpaid totals.

Both versions of this program display company, employee, and business unit totals. Depending on processing option settings, individual reports can display total paid hours and total unpaid hours for each category. For example, if you run the Tracking Leave History By Employee report and specify that the system report totals by business unit, the system displays:

  • Employee total

  • Company total

  • Business unit total

  • Business unit paid hours

  • Business unit unpaid hours

If you leave the processing option on the Totals tab blank, the system does not display paid or unpaid hour totals.

You can use the Accrual Roster report (R074501) to review accrued leave time and evaluate the value of the time to the organization. You can set processing options to specify whether the information is based on historical information for a fiscal anniversary or payroll month. You can also specify whether values are expressed in current or historical currency amounts.

To review and analyze trends in the time that employees take off, you use the Leave Trend Inquiry program (P076310). You can search for employee leave information using a wide range of parameters such as dates, days of the week, leave requests, and so on.