Employee Reports: Checking Leave Liability

This article will explain how to check Leave Liability by running Employee Reports.

Updated: June 2023

Why use Employee Reports to check Leave Liability? 

Through Employee Reports you are able to specify the desired financial year period your report must be generated for. This report will provide you with the following information:


Running the Employee Leave Liability Report 

GlobalNav_Path_EmployeeReportsFrom the Dashboard, go to Reports/Archive' and select 'Employee Reports' from the dropdown menu.

This will show the employee summary report for the current financial year.


Viewing the Employee Summary Report 

Here is an example of an Employee Summary Report showing the business summary for all employees collectively:

EmployeeReports_YearTotals (3)

  1. The financial year period of the current report is displayed here.
  2. To change the financial year of the report generated, use these buttons.
  3. To download this file as a CSV file, click this 'Download report' button.
  4. The year summary for all employees will be the first report displayed.
  5. This is the TOTAL Gross Wages for all your employees combined displayed in the 'Pay Factor Totals' area.
  6. Your Employer KiwiSaver Contribution TOTAL for all employees is displayed in the 'Pay Factor Totals' area.
  7. This is the leave summary for the selected year period. In this column, you will find specific leave types and the pay numbers those leave types were included. Leave types you could find in this summary are:
    1. Days allocated annual leave
    2. Sick leave
    3. Public holidays worked
    4. Public holidays off
    5. Alternative leave
  8. First, you will find a summary total for the specific leave type. In this example, it is a summary total for days of annual leave, the total for all employees adding up to 13 days. 
    1. Below this summary total line, each pay number that annual leave was included with the total for that pay is listed. This will all add up to the total in the summary line (8)
  9. The TOTAL Leave Liability is summarised in the second column.
  10. This figure displays the TOTAL leave liability for your business for the reporting period.

 

Pro Tip - Blue BlockPro Tip: This information can be generated as a CSV file and downloaded. You can open and view CSVs in any spreadsheet software. A specified to-date can be selected for this.


Viewing the Individual Employee's Report  

Scroll down this report page to view each individual employee's report. Here is an example of one of these reports:

EmployeeReports_Employee Total (2)

  1. The employee's name for the report is displayed here.
  2. This is the leave taken summary for this employee, showing the leave deduction (in days) for each pay.
    1. As with the business summary, you will find specific leave types and the pay numbers those leave types were included in this column. Leave types you could find in this summary are:
      1. Days allocated annual leave
      2. Sick leave
      3. Public holidays worked
      4. Public holidays off
      5. Alternative leave
  3. The TOTAL Leave Liability is summarised in the second column.
  4. This figure displays the TOTAL leave liability for this employee for the reporting period.

Other ways of accessing Employee Leave Liability

Employee leave liability can be viewed in several ways:
  • By generating other reports, such as quick reports and custom reports.
  • By scrolling down the timesheet. The individual leave liability for that employee will be displayed below the timesheet. Please note that this will not show your business leave liability to date.