Monthly Allowance Report Emails

Monthly Allowance Reports

We have recently developed a new feature allowing you to configure and run monthly allowance reports emailed to your employees at the beginning of each month. The reports look like this:
Hi Mark,
Your remaining Holiday allowance is 8.50 days
Your total Holiday allowance for this year (2013) is 27.00 days.
Your remaining Time off in lieu allowance is 2.00 days
Your total Time off in lieu allowance for this year (2013) is 2.00 days.
Kind Regards,
LeaveWizard - Powerful Leave Management!
Log-in to your LeaveWizard account 
In order to enable this monthly report here’s what you need to do:
Step 1: As Administrator go to Company Settings (Administration drop down and then Company settings) and turn on the option “Send Monthly Allowance Balance Emails” then click Submit to save the change. Here’s how it looks:
Step 2: Now you have to enable it for the types you want to include in the report. This is necessary as you probably wouldn’t want to send allowance reports for some types – e.g. Sickness or Unpaid leave as they either don’t have allowances or you don’t want to share what the allowance is. To include a leave type in the report go to “Leave Types and Allowances” (from the Administration drop down) and edit the type you wish to include. On the details form select the option “Include in the allowance report” and click Submit to save your change. Do this for all the leave types you want to include in your monthly allowance report. Here’s how the screen looks:
That’s it! Once you complete these steps we will start sending monthly allowance reports to your employees at the start of each month. We hope you like this new addition to our powerful leave planner and as always if you have any comments or suggestions then get in touch (we like talking)!


  1. Setting up hours based leave for part-time workers
  2. Resetting your password
  3. Verifying status of a leave request
  4. The Line Manager Dashboard
  5. Restrictions Part 1
  6. Restrictions Part 2
  7. Custom Groups
  8. Work (Shift) patterns
  9. Setting up LeaveWizard–Summary
  10. Setting up LeaveWizard – Public Holidays
  11. Setting up LeaveWizard – Approvers
  12. Setting up LeaveWizard – Event types and Allowances
  13. Organization And Employees
  14. Setting up LeaveWizard – Basic settings
  15. Monthly Allowance Report Emails
  16. Recording leave in hours
  17. Location specific Public Holidays
  18. Showing and hiding allowances and leave details
  19. Carry overs explained
  20. Allowing events to be recorded on non-working days
  21. Allowing events to be requested in the past
  22. How to allow or disallow users editing requested events
  23. Setting the company and user leave year
  24. The Bradford Factor
  25. Overtime and Time Off in Lieu
  26. How is my billing information processed?
  27. Subscribing to a paid plan
  28. How can I view my account details
  29. How to manage room bookings
  30. How to share your company calendar
  31. Outlook and Google Calendar Integration
  32. Specifying someone to cover leave
  33. Alternative Work Patterns
  34. My Settings
  35. Cancelling leave
  36. I want to book a period of leave that incorporates a bank holiday. How do I stop this day from being deducted from my holiday allowance?
  37. Recording absence
  38. Base Leave Types
  39. Changing your password with LeaveWizard
  40. Approving or Rejecting Leave
  41. Leave Charts and Calendars
  42. Requesting leave
  43. Configuring allowances
  44. Adding New Users
  45. Tracking appointments in LeaveWizard
  46. How does LeaveWizard Calculate Holiday Entitlement
  47. How to include bank holidays in the holiday allowance, then book these as a bulk booking for all the company
  48. Mandating leave requests in advance
  49. My line managers aren't approving leave requests, what should I do?

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