To extract the data, follow the steps below.
📌Note: The remaining leave at a certain point in time needs to be calculated manually and represents the difference between annual leave entitlement and booked holidays.
Create a query on annual leave entitlement
Click Access Button
then click HR Admin.
Click Queries then click the plus + icon.
In the first column, select Annual Leave Entitlement then select the following:
Annual Leave Start Date
Allowance (Days)
Allowance Remaining (Days)
Carried Over (Days)
📌Note: If your employees' holiday entitlement is measured in hours, select the (Hours) options.
Click Next then click Annual Leave Start Date.
In the dropdown select This Year, then click Next.
Enter the name, description and category for the query.
To export the query, click Export To.
Create a query on booked holidays
Click Access Button
Click Queries then click the plus icon.
On the left-hand side, select Holidays.
In the right-hand selection area, tick:
Holiday Status.
Holiday Start Date.
Holiday End Date.
Holiday Durations (Days).
Click Next, then in the filters list, select Holiday Status.
Select the Does Not Equal filter, then click Rejected:
To limit the report to a specific period, select Holiday Start Date.
In the Filter On section, select an option.
📌Note: To filter between two specific dates, you can use the Greater Than and Less Than options. For example, if you wish to view holidays booked in the time frame from 01/01/24 - 30/06/24, select Greater than 31/12/2023 and Less than 01/07/2024
Click Next, then name the query.
Select a category, enter a description, then click Next.
To export or print, click Export to and select CSV or Printer.