Leave Summary
Hello Everyone,
In this article, we will learn how to view and manage employee leave summary for a selected month or year. This helps track leave usage, check available balances, and maintain accurate reporting information.
To view the Leave Summary deatails, navigate to Attendance → Leave Summary.
Select a Month/Year and Leave Type from the drop down list. A list of employees along with their leave details will be displayed. For each employee, the record includes such as Opening Balance, Allotted, Availed, Lapsed, Encashed, Adjusted, and Balance.
Right click on the column to view additional options like Re-calculate, Filter, Summary and Export to Excel.
- Select Re-Calculate to recalculate the salary of an employee or all employees.
- Select Filter to generate employee list based on specific criteria.
- Select Summary to view all the leave summary for the selected employees and you can also access more options like Leave Summary, Employee Information, and Calendar View.
- Select Export to Excel to export the leave summary details to an Excel file.
Finally, for generating the leave summary report, select on the Report option.
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