Leave Anniversary Report

Overview

The Reports > Payroll > Leave Anniversary Report can be used to confirm which of your employees have upcoming leave anniversaries.

You can use the report to check that leave accruals are applying correctly, particularly for leave categories with an Accrual Method of Periodic or Annual Lump Sum.

This report will not automatically run when you open it, so you will need to apply the relevant filters from Report Settings before any data will populate.  

These filters include Payroll Entity, Billing Entity, Permission Group, Employee Search, Leave Type, Leave Category Start Date, and Last Accrued Date. You can also include Inactive, Archived, or Locked employees in the report by ticking the relevant checkbox.

Note: The Leave Anniversary Report is a NZ-specific report and will not appear in portals unless the NZ region has been enabled. The report is designed to assist with NZ leave accruals, and is not intended to report on leave anniversaries for Australian entities. 

On-screen Columns

The Leave Anniversary Report will show the following data on-screen:

• MID
• Employee Name
• Leave Type
• Accrual Method
• Leave Category Start Date
• Last Accrual Date

Note: the Leave Anniversary Report does not report on the Next Anniversary Date.

Export Options

You can export the on-screen view in .pdf format or .csv format. A Detailed Report is also available in .csv format.

The Summary Report .csv file contains the following columns:

• MID
• Employee Name
• Leave Type
• Accrual Method
• Leave Category Start Date
• Last Date

The Detailed Report includes the following columns:

• MID
• Employee Name
• Employee Remote ID
• Payroll Entity ID
• Payroll Entity
• Payroll Entity Remote ID
• Billing Entity ID
• Billing Entity
• Billing Entity Remote ID
• Sub-Entity 1 ID
• Sub-Entity 1
• Sub-Entity 1 Remote ID
• Sub-Entity 2 ID
• Sub-Entity 2
• Sub-Entity 2 Remote ID
• Leave Type
• Accrual Method
• Leave Category Start Date
• Last Date Accrued