Rapportages¶
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.
Notitie
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.
By employee¶
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 .
The default report presents the current year’s data in a list view, displaying all the employees in alphabetical order. Each employee’s line is collapsed by default. To expand a line, click anywhere on the line.
The view expands, and has the time off requests organized by time off type. Click anywhere on a time off type line to expand it, and view all the individual time off requests that fall under that type.
The information shown in the list includes: the Employee name, Number of Days off requested, the Start Date, End Date, Status, and Description.
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.
Per soort¶
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 . This shows all time off requests in a default bar chart.
Hover over a bar to view the Duration (Days) of that specific time off type.
Click on a bar to go to a detailed list view of all the time off requests for that time off type.
Each request is listed, with the following information displayed: the Employee, Number of Days, Request Type, Start Date, End Date, Status, and the Description.
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 .
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.
