There are a few different ways to find out how much unused time off an employee has left to use.
Skip to:
Employee profile - Time off summary
You can view an employee's time off summary on their profile.
On the employee's profile menu, click Time off. You can then see their remaining balance under Time off summary.
For more information on viewing time off - Read more >
Time off status report
You can view available days for employees using the time off status report.
On the main menu click Reports.
Click Time off status.
Select a policy.
📎NOTE: You can only view each policy separately.
Use any potential filters such as
Period - You can select either the current calendar year, or previous calendar year
View status as of - You can choose to view as of today or a custom date
Team
Location
If required, select to exclude future time off requests.
Click Run report to show on your screen in Sage HR.
If you want to export the report to Excel, click Download excel.
Unused days report
On the main menu click Reports.
Click Time off.
Click Unused days.
Select a policy.
📎NOTE: You can only view each policy separately.A bar chart appears, which shows currently available days from a selected policy, which is shown by the number of employees and is also split by teams.
To view further information, click on one of the bars. A list of employees appears showing their number of unused days.
📎NOTE: This report can't be exported.