Running / Printing a balance report

Within WhosOff any approvers and super users can quickly gain access to and print reports that show staff balances.

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Within WhosOff any Approvers and Super users can quickly gain access to reports that will display their staff leave entitlements, to run this sort of report you can follow these steps.

Log in to your WhosOff account
Click Reports on the Left Hand menu
Click Reports Dashboard
Under the Breakdown section, click Allowances
This will show the allowances for the whole company by default but you can use the filters at the top to select a specific department, staff member or just the staff you approve*
Click Search.

* Depending on your Cross Department View settings, Approvers may only be able to run reports for their own Department and / or the Staff they directly approve for, super users will always be able to run reports for the whole company.

A view of the report can be seen below.

Balance Report-resize.jpg

If you wish to print the report click Print Report at the top right. You can also Export the data to a .CSV or .XLSX spreadsheet.

PLATFORMS

Web / Online

CATEGORIES

Reporting / Reports

PHRASES

allowance report, allowances, balances, staff balance report, leave entitlement, user balances

DIRECT LINK

https://www.whosoff.com/support/knowledgebase/running-printing-a-balance-report

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How do I print staff leave records?

Approvers and super users can use the reports area to obtain records of staff members' leave and allowances.

Why can't I see a particular leave entry?

Depending on the company settings, certain leave types may not be visible to Staff- or Approver-level users.

Setting up 2nd / 3rd Notifiers

While users only have one approver, super users can choose up to 2 individuals to receive notifications about a user's leave requests.

How do I run a Bradford Factor report?

Approvers and super users can use reports to obtain a Bradford Factor score for their staff.

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