Raportare

The Time Off app’s reporting feature lets managers view team time off by employee, type, or remaining balances. This allows managers to see who is taking time off, how much they have used, which types are more commonly used, and how much each employee still has available.

Any report can be added to a spreadsheet, when in either the (Graph) or (Pivot) view, through the Insert in Spreadsheet button that appears in the top-left of a report.

Notă

If the Documents app is installed, an option to add the report to a spreadsheet appears. If not, the report can be added to a Dashboard.

Prin angajat

Viewing time off by employee helps managers track usage patterns, monitor remaining balances, ensure policy compliance, and plan coverage for upcoming absences. To view a list of employee time off requests, navigate to Time Off app ‣ Reporting ‣ by Employee.

Raportul implicit prezintă datele anului curent într-o vizualizare de listă, afișând toți angajații în ordine alfabetică. Linia fiecărui angajat este restrânsă implicit. Pentru a extinde o linie, faceți clic oriunde pe linie.

Vizualizarea se extinde și are cererile de concediu organizate în funcție de tipul de concediu. Faceți clic oriunde pe o linie de tip de timp liber pentru a o extinde și vizualiza toate solicitările individuale de concediu care se încadrează în acel tip.

Informațiile afișate în listă includ: Numele angajatului, Numărul de zile libere solicitate, Data de începere, Data de încheiere, Starea ` și :guilabel:`Descriere.

The report can be displayed in other ways, as well. Click the corresponding button option in the top-right corner of the page to view the data in that specific way. The various options are a (List), or default view, (Graph), (Pivot) table, or (Calendar) view.

When a selection has been made, additional options appear for that particular selection. For more detailed information on the reports and their various options, refer to the reporting documentation.

După tip

Viewing company-wide time off by type can help managers determine if employees are using their time off, which types are used more than others, and can spot any trends. High totals in certain time off types, like sick time off, can indicate health or morale concerns.

To view a graph of all time off, organized by time off type, navigate to Time Off app ‣ Reporting ‣ by Type. This shows all time off requests in a default bar chart.

Plasați cursorul peste o bară pentru a vedea Durata (Zile) a acelui tip de timp liber.

Faceți clic pe o bară pentru a accesa o listă detaliată a tuturor solicitărilor de concediu pentru acel tip de concediu.

Fiecare cerere este listată, cu următoarele informații afișate: Angajat, Numărul de zile, Tipul cererii, Data de începere, Data de încheiere `, :guilabel:`Stare și Descriere.

The report can be displayed in other ways, as well. Click the corresponding button option in the top-right corner of the page to view the data in that way. The various options are a (Graph) (the default view), (List), or (Pivot) table.

When a selection has been made, additional options appear for that particular selection. For more detailed information on the reports, and their various options, refer to the reporting documentation.

Balance

When some time off types have restrictions, such as rollover rules and balance limits, viewing time off balances can help managers see a high-level overview of time off. If certain employees have a lot of time that will expire soon, they can inform their employees and adjust scheduled accordingly to be prepared for their absences.

To view a pivot table of all time off balances, organized by time off type, then further organized by how many days and hours are Left and Planned, navigate to Time Off app ‣ Reporting ‣ Balance.

This shows all time off balances in a default pivot table. The employees populate the rows, while the various time off types and balances populate the columns.