Leave Limits Report

Usage

This Leave Limit report produces a report based on the Leave codes entered into schedules. The report allows you to filter your reporting options by number, episodes or Total time for each Leave code entered on the schedule. It Identifies staff members who may have gone over set limits.

Report Parameters

All Staff: Ticking the All staff box, runs the report on every staff member stored in Staff.Care that matches the report criteria.
To add single or multiple specific staff members, type the name of the staff member you wish to search in the search field and select the staff member/s by clicking on the auto complete drop down menu.

Primary units: When selected the report will not filter by primary unit (unless you sort by ‘Unit’), however this can be unchecked and individual units selected from the list allowing you to filter by primary unit.
Leave codes: As with primary units, if this is selected the report will not filter by Leave type (unless you sort by ‘Leave), however when unchecked individual leaves can be selected from the list allowing you to filter by the leave type.

Count filter
Do not include leave days with zero time value in the days count: Used to not include days of leave where the time value is 00 hours 00 Minutes.

Limits
Report if number: Reports if number of requests is over this figure.
Or number of episodes: Reports if number of episodes (Requests back to back) is over this figure.
Or total time: Reports if total time value of leave within the reporting dates is over this figure.

Start Date: The date to capture report parameters from.
End Date: The date to capture report parameters to.

Sort by
Staff: Sorts the list of staff members leave requests by staff code alphanumerically.
Leave code: If multiple leave types are being reported on, leave types will be sorted alphabetically .
Unit: If multiple units are being reported on, units will be sorted based on unit code alphanumerically.
Rank: Sort staff members by the rank their grade is attached to.
Grade: Sorts staff members by the order of Grades in Admin > Grades.

Other options
Show sub-leave codes: A column will appear listing sub-leave codes if they have been use with the main leave code.
Summary only: Outputs basic information on the leave requests within the reporting dates. Sort by options change the summary output.
Report balance, allowance, rollover date: Captures staff members leave balance and allowance and rollover date for leave type(s).

Running the Report