Help centre / People and records
Find the figure you need in Reports
Find leave balances, holiday owed, working time and equality figures, and build and save your own report.
Reports holds the figures HR and managers are asked for.
More detail
Every report shows only what you're allowed to see, so a manager sees their own team.
Find a figure
-
Step 1: Go to Reports and open the report:
-
Step 2: Leave balances: everyone's holiday this year, with who has used little near the year end.
-
Step 3: Holiday owed: what untaken holiday is worth.
More detail
Set As at for a day such as your year end.
-
Step 4: Working time: who works over 48 hours a week, and who has opted out.
-
Step 5: Hiring: the time to hire and to fill, where candidates drop out, and where hires come from.
-
Step 6: Press Download CSV to take any of them into a spreadsheet.
Build your own report
-
Step 1: In Reports, open the report builder and choose what to show.
-
Step 2: Check the preview, then save it, or export it.
Stuck?
Reports is empty for me
There are no reports your role can see. Ask HR for the access you need.
Holiday owed says some people are not valued
They have no pay rate. Set it on their Pay tab.
The holiday owed figure differs from payroll's
It counts the first 4 weeks at the 52-week rate, with regular overtime and commission, and the rest at basic pay.
A manager can't see someone
Reports show only the people in their reach. Check the person's line manager.
Thanks. That helps us make the guides better.