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UK Payroll - Leave Balances Report

Create the report "Leave Balances". This report is available in the AUS version of Xero and is useful when calculating annual leave expense

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Natalie Pidwell shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, we have just released the Leave Requests report in UK Payroll. As mentioned earlier users with the Payroll Admin role will be able to access this report from the Reports Centre. This report lists the details for leave requested, approved and taken, for all employees or can be run for a singular employee. We appreciate while it addresses some needs here it is not the equivalent of the Leave Balances report and we'll keep this idea open and share if there is any work planned toward this specific report. We have also created a new idea to track the interest in a Leave Transactions report and I encourage those interested in this here to also join and support the idea for this.

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  • Emma Banks commented  ·   ·  Report

    Agree this would be a great additional functionality. Please add to the UK version

  • Kris Milovsorov commented  ·   ·  Report

    Weird this is not available in the UK. I am not a coder, but sure if it exist for Australia and New Zealand, the basic infrastructure should be there and simple to implement.

    This is the first client with a decent size payroll that uses Xero for payroll and the functionality is lacking, I find. It is this sort of oversight that is so frustrating. Why would it not be included? It does not seem to be worth the premium charged.

  • Esther Hayes commented  ·   ·  Report

    I would also value this report and I am surprised it is not available. We need to be able to calculate the leave taken for any employee each year, to work out roll-over balances.

  • MIchael Sinnott commented  ·   ·  Report

    Critical for monitoring staff safety and well being.
    Should value add to business accumen.
    Should come as a table with Column 1 being staff name and the other columns being different types of leave with totals at the bottom
    should be abel to be set up as automatic 3 or 6 monthly email of report

    When can we expect this to be available ? Looks like it was first requested nearly 14 months ago
    Michael

  • Lisa Ballard commented  ·   ·  Report

    I'm surprised this isn't a function already, it's a huge requirement to manage leave balances effectively

  • Tanya Schmidt commented  ·   ·  Report

    It will be most helpful to be able to download a report with the following information: Opening leave balance, leave taken, and remaining balance, by an employee. And we should be able to customize dates. I'm referring specifically to the UK.

  • Samuel Smith commented  ·   ·  Report

    It seems a basic functionality for line managers and/or payroll admins to be able to view their employees remaining leave allowances. If this isn't sorted soon, we'll have to revert back to our previous system as staff are unhappy.

  • Tom Scott commented  ·   ·  Report

    Hi, I'd 100% support this request. We need to be able to download 4-weekly leave reports for working out staff targets. I would love to have this in a format where you can download a spreadsheet showing each staff member, each leave date, type (holiday, sickness or TOIL), and each leave duration.
    Thanks!

  • Lucy Drage commented  ·   ·  Report

    Please can you create a report for the UK? This seems like a basic report for HR software and is very critical for business needs. I will consider swapping providers if this isn't available through XERO soon.

  • Bethany Haughey commented  ·   ·  Report

    This seems like such a basic request! Opening leave balance, leave taken, remaining balance, by employee. Or at the very least, a list of who has taken what leave and when in Excel format so we can report on it separately.

  • Jess Bushby commented  ·   ·  Report

    Reporting on the data that goes into a system is a fundamental part of any leave tracking software.

  • Joanne Troup commented  ·   ·  Report

    Please can you create a report for UK, that can show leave balances for all employees rather than having to look at each employee individually.

  • Catherine McRory commented  ·   ·  Report

    Are there any updates on if/when this report will be available in the UK?

  • Craig Dymott commented  ·   ·  Report

    Urgently required to support leave management. Would have thought it was a standard report for all payroll.

  • Tom Blandford commented  ·   ·  Report

    definitely would be useful to help management (and staff) keep track of where they are with annual holidays

  • Jayne Chapman commented  ·   ·  Report

    Urgently required to support leave management but please ensure this is not restricted to calendar year, we operate April to March leave

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