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The Leave Report submodule provides a comprehensive summary of leave-related data, including leave quotas, leave utilization, and detailed leave breakdowns for employees. The module includes two key components: Leave Report and Leave Quota Report.
Features:
Leave Report
Widgets:
Displays an employee-wise breakdown of leave statistics for a selected date range.
Columns include:
Employee: Name and role of the employee.
Approved Leaves: Total number of approved leave days.
Pending Leaves: Total number of pending leave days.
Action: A View button to see detailed leave history for the employee.
Filters:
Duration: Select a specific start and end date to refine the leave data displayed.
Employee: Filter leave data for a particular employee.
Export:
Download the leave report in CSV format for offline analysis.
Leave Details Popup:
Clicking on View in the Action column opens a detailed popup showing leave history and status for that specific employee.
Leave Quota Report
Widgets:
Displays the total leave quota, utilized leave, and remaining leave for each employee.
Columns include:
Employee: Name and role of the employee.
Total Leave: Total leave quota allocated to the employee.
Remaining Leave: Leave balance for the employee.
Action: A View button to open detailed leave quota breakdown.
Leave Quota Details Popup:
Clicking View in the Action column displays detailed leave quota data:
Leave Type: Categorized by types such as Casual, Sick, and Earned.
No. of Leaves: Total leaves allocated per type.
Remaining Leaves: Leaves still available for use.
Over Utilized: Extra leaves taken beyond the allocated quota.
Unused Leaves: Leaves not utilized by the employee.
Filters:
Employee: Filter data for a specific employee.
Year: Filter leave quotas for a selected year.
Export:
Download the leave quota report in CSV format.
Actions:
Leave Report:
Apply Filters:
Select a date range or employee to view specific leave data.
View Leave Details:
Click the View button in the Action column to see the detailed leave history of an employee.
Export Data:
Download the filtered leave report in CSV format.
Leave Quota Report:
Apply Filters:
Select an employee or year to view leave quota details for a specific employee or time period.
View Quota Details:
Click the View button in the Action column to see a detailed breakdown of leave types and utilization.
Export Data:
Download the filtered leave quota report in CSV format.
FAQs:
Q1. What is the difference between Leave Report and Leave Quota Report?
A: The Leave Report provides a breakdown of approved and pending leaves for employees, while the Leave Quota Report focuses on leave quotas, including allocated, remaining, and unused leave data.
Q2. How can I filter data for a specific year?
A: Use the Year filter in the Leave Quota Report section to select a particular year and view relevant data.
Q3. How do I export leave data?
A: Click the Export button to download the data in a CSV format for offline use.
Q4. What does "Over Utilized" mean in the Leave Quota Report?
A: "Over Utilized" indicates the number of leave days taken beyond the allocated quota.
Q5. Can I view leave details for an individual employee?
A: Yes, click the View button in the Action column to see detailed leave or quota data for the selected employee.
Support:
If you encounter issues with the Leave Report or Leave Quota Report, please contact the support team with a detailed description of the problem and include screenshots if possible at support@projeni.com
