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
Thanks everyone for your continued feedback on the need for a Leave Balances Report in UK Payroll. We appreciate you all taking the time to vote, comment, and share how this feature would improve your workflow.
Currently the options for viewing this information is via individual payslips or within each employee’s leave tab.
As part of a wider review into improving UK Payroll reporting, we’re moving the status of this idea to Accepted. We agree a Leave Balances Report is a valuable addition and it’s something we want to address.
While it isn’t on our immediate roadmap right now, it is formally on our radar for consideration as we plan future payroll updates. We will share another update here when we have more news on our plans.
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Tim Ward
commented
Crazy that this isn't basic functionality - if data goes in - holiday bookings, then we should be able to get it back out!
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Lois Bury
commented
Agreed - this report should be available to enable us to track leave outstanding. We currently do this manually for 40+ employees and it takes hours.
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Paul Cooper
commented
Just done my mid-year trawl for employees with >100 hours not yet booked, this would be so much easier if I could have a report accessible from my dashboard. I spend about 30 mins assessing 16 employees, once I have more than 40 employees will become really hard.
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Steven Crocombe
commented
This would be great, I could use the same functionality. Would also like to see another column of total leave allowance alongside the others.
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Paul Cooper
commented
Time Off
1. As a senior manager I want to export a report, in one operation, a table of employee name and hours left to book, I need this to chase employees who are not taking leave and know the financial risk we are carrying in the business from untaken leave e.g.Employee name | Hours not yet booked | Hours booked but not taken yet
Fred 80 16
Joe 16 8
and so on.....2. Any chance we could have a quick panel of employee unapproved leave requests so I can quick go through this in the morning (at the moment I have to either open from an email or hunt around in Xero).
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Claire RHI
commented
TO create a list showing all employees holidays taken and what is remaining.