There are a few different ways to find out how much unused time off an employee has left.
Employee profile - Time off summary
Employee profile - Time off summary
You view an employee's time off summary on their profile.
On the employee's profile menu, click Time off.
You then see their remaining balance under Time off summary.
Time off status report
Time off status report
You 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 of the filters below:
Period - Select either the current or previous calendar year
View status as of - Select 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.
To export the report to Excel, click Download excel.
Unused days report
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.
This report shows the available days from a selected policy.
Click a team to see a list of employees and their number of unused days.
📎NOTE: You can't export this report.