How to use the Leave Budgets report

VOGSY's leave management includes two key reports: one for leave budgets and another for leave requests. This article focuses on the leave budgets report.

The Leave Budgets report provides a historical, current, and forward-looking view of employee leave entitlements.

It helps HR departments monitor leave usage, flagging when employees are not using enough of their leave or when they're requesting excessive time off.

When refreshing the report, the "from start date" and "until start date" of the leave budget can be selected. This enables the selection of leave budgets within a specific calendar year or custom timeframe.

The report displays the following columns:

• Employee

  The name of the employee associated with the leave budget.

• Start date

  The start date of the leave budget period.

• Finish date

  The end date of the leave budget period.

• Time off / Non-billable

  The specific time off or non-billable activity linked to the budget. Tracked hours on this activity are matched against the budget.

• Description leave budget

  A description of the budget and how it is presented to employees.

• Budget (h.)

  The number of hours in the budget.

• Leave taken (h.)

  The number of hours already taken from this budget. These are the actual tracked hours on the leave activity.

• Planned leave (h.)

  The approved number of hours of leave requests for the future.

• Pending requests (h.)

  The number of future leave hours that have been requested but not yet approved.

• Budget remaining (h.)

  The number of hours remaining in the budget when the number of hours of leave taken, approved requests, and pending requests are subtracted from the budget

• Note

  Any additional information or comments related to the leave budget.