The Time Off feature was designed to help you manage your employee's time off accurately. It integrates with its all-and-one platform, providing full digitization of the time-off process with no calculations needed, and is completely transparent to both you and your employees making the management process easier than ever.
While approved time off and trends can be seen on the dashboard, we understand that you may want to export information for compliance, an external payroll software, or anything else. For instance, exporting a time off report is useful if you need to check remaining balances for vacation days or generate a report of sick leave. In this article, we will go over how to export time off in different formats to meet your exact business needs.
How to Export Time Off
To export time off navigate to the Time Off feature on the left sidebar. Once inside in the top right corner is the export button, select this and choose from one of the export options.
When exporting from either option you will be able to decide to include any additional information such as branch, or department, by selecting from the list of your user details fields. Take a look at how this looks below.
The Export Options
The two export options are export time off hours and export totals. Let's go over the differences.
Export Time Off Hours - This option includes a breakdown of all the approved time off per employee. Each line represents a day the employee took time off. To the right, you'll also be able to see the total hours or days per policy per employee.
Export Totals - This option exports information per employee and their policy types. For each employee, you'll see the total approved hours and the remaining balance each employee has for each policy type. Take a look at how this report looks below.
Please note: If you have some policies set to calculate by days and others by hour, the export will display separate columns for each unit. For example, total approved (days) and total approved (hrs). If all policies are in one unit (days or hours) the export will exclusively present columns in that unit. To learn more, visit our article on creating time off policies.
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