Time Off Summary for Employee

This report provides information on allotted, used, scheduled, and remaining time-off hours for a given year for a specific employee. The years reported are one or more years overlapping the selected time period.

A time-off year is either based on the employee's anniversary date (hire date), or a fixed date for the organization, depending on the organization's Time Off Year setting (from the Settings page of the Request Management section of the Organization Management module). The employee's current organization is used to determine the time off year. If the employee has been terminated, the last organization to which the employee was assigned is used to determine the time-off year.

The results are presented for different time off activities. Time off requests are presented for the selected time period. This report consists of three tables.

Time Off Summary for Employee

Default Access Rights

This report can be run by the following roles: Manager, Scheduler.

Inputs

  • Employee: Which employee should be reported on.

  • Time Frame:

    • Last <X> days (reports that are in view time zone): This mode returns <X> 24-hour periods starting from current time.

    • From/To date (reports that are in view time zone): Aggregates data for intersecting portion. Only the portion of the events that intersect the specified time window are included in the aggregate. For reports that return events, all events that start in the specified time window are returned.

Outputs

When the report has been run using the Last <x> days parameter, the report header’s From field shows the value of that parameter, such as From: Last 30 days. This is in contrast to previous releases, where the From field showed a date.

  • Employee name by which the activities are grouped.

  • The employee’s organization.

  • Start Date: The start time that is reported on.

  • End Date: The end time that is reported on.

  • Time Off Activity: The time off activity that is reported on.

  • Allotted (Hours): The amount of time off allocated for each activity.

In reports that show hours, minutes are shown as decimal portions of an hour. For example, 2 hours 30 minutes would be shown as 2.5 hours.

  • Carryover (Hours): The balance of hours carried over from the previous year.

  • Used (Hours): The amount of time off that was used by the agent (the amount of time the agent was absent) for each activity.

  • Scheduled (Hours): The amount of time off scheduled for the agent, for each activity.

  • Remaining (Hours): The amount of time off that was scheduled for the agent, but not used, for each activity.

  • Time Off Activities: (A column in the Time Off Activities sub report.) The name of the reported time off activity for the agent.

  • From: (A column in the Time Off Activities sub report.) The start date of the reported time off activity for the agent.

  • To: (A column in the Time Off Activities sub report.) The start date of the reported time off activity for the agent.

  • Length (HH:MM): (A column in the Time Off Activities subreport.) The length of the reported time off activity for the agent.

  • Total Time Off =: (A column in the Time Off Activities subreport.) The amount of time off for the agent.

  • Time Off Requests: (A column in the Time Off Requests subreport.) The name of the requested time off activity for the agent.

  • From: (A column in the Time Off Requests subreport.) The start date of the requested time off activity for the agent.

  • To: (A column in the Time Off Requests subreport.) The end date of the requested time off activity for the agent.

  • Status: (A column in the Time Off Requests subreport.) The status of the requested time off activity for the agent (One of the following values: Pending, Approved, Denied, Escalated, Negotiation, Tentative, Invalid, Withdrawn).

  • Total Requests =: (A column in the Time Off Requests subreport.) The amount of time off requests for the agent.