Objective

The objective of this tutorial is to help you understand how to create, print and save the ‘Vacations’ Report.

Overview

Access from your: Computer
Applies to:
Managers, Supervisors, Schedulers, Employees and Accountants

‘Vacation’ report view the number of days employees have given for vacation, or how many were rejected/left outstanding.

It also shows the number of vacations your staff has requested and is then categorized as approved, declined and the ones still needing approval.

Things to know before you begin:

  1. The manager must enable ‘Report Module’ settings to make it visible to the employees otherwise they won’t be able to view the module.
  2. The visibility of some option might vary according to the permission level in Humanity.

The scenario outlined in this tutorial consists of the following building blocks:

  1. Create a Vacation Report
  2. Print Vacation Report
  3. Save Vacation Report

Create a Vacation Report

Step 1: Click ‘Reports’ module as shown in Image 1.

Image 1

Step 2: Click ‘Vacations’ tab as shown in Image 2.

Image 2 

Step 3: You can select ‘Timeline’ or enter the specific dates. You can also filter the reports by ‘All Leave Types’, ‘All leave statuses’, 'Locations', ‘Positions’, ‘Employees’ and ‘Skills’ from the drop-down menus as shown in Image 3.

Image 3

Notes:

  1. You can select the leave types from ‘All Leave Types’ as shown in Image 4.

Image 4 

     2. You can select the leave status from three categories: Approved, Declined and             Pending as shown in Image 5.

Image 5 

Step 4: Click ‘Apply’ as shown in Image 6 to apply the filters.

Image 6 

That’s it, the report has been created.

However, after creating the vacations report if you want to print or save the report, follow the steps below:

Print Vacation Report

Click ‘Print Report’ tab as shown in Image 7 to print the vacations report.

Image 7 

Save Vacation Report

Either click ‘Save as CSV’ or ‘Save as XLSX’ as shown in Image 8.

Image 8 

If you have any further queries, please don't hesitate to reach us at support@humanity.com. Happy Scheduling!

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