There are two reports in Attache Payroll that will show an employees' leave history.
The Income Transaction report will show just leave taken only.
The Leave History report will show leave accruals, leave taken, adjustments and notes.
Running the Income Transaction report
Go to Payroll, Reports, Post Process Pays, Income Transactions report.
Select the Income Type Code, Date and Employee Code ranges.
As an alternative to selecting individual income codes, you can select the Income Category which will pick up all codes for the employee that are linked to this category i.e. Annual Leave.
Tick to Print Transactions.
Print.
Running the Leave History report
Go to Payroll, Reports, Leave, Leave History
Enter the Date Range, tick the Leave Details to include and the Employee code or range.
Select Print Transactions to see all transactions and other options as required.
Print.
Leave transactions are generated for audit purposes. Each time an employee receives an accrual, takes leave, or a change is made to their leave details, the following transaction types are generated:
Accrual transaction generated each time an employee receives a pay that is set up to accrue leave.
Taken transaction generated each time an employee takes leave.
Adjustment transaction generated where the leave accruals have been changed.
📌Note: transaction generated where a field has been changed but the leave accruals have not been affected, for example, changed from one leave table to another.
The Leave History Report provides full leave audit details for employees. The report displays current leave status for each leave type for each employee. If you choose to show transactions, all leave transactions for each leave type display including the date, operator name, details and if applicable, leave table. Any comments the user entered when adjusting the employee's details also display against the appropriate transactions.
The current balance of leave for an employee includes the Entitlement plus the Pro rata balances for Annual and Sick leave shown at the bottom of the report. For Long service leave, it is normally just the Entitlement column balance. This will also depend on how your leave accrual tables are set up.
The report can be printed in a number of different sequences, for all, or a range of employees and can also display a history of employees' RDOs.
The report can be viewed on screen or printed at any time but will not reflect current details until Transactions, Payroll, Process Payroll, Update Files has been run.