Monthly Allowance Reports

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:
CompanySettings 
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:
LeaveTypeDetails 
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)!

General

  1. Setting up hours based leave for part-time workers
  2. Resetting your password
  3. Verifying status of a leave request
  4. The Administrator Dashboard
  5. The Line Manager Dashboard
  6. Reports
  7. Manage Leave Restrictions
  8. Work (Shift) patterns
  9. Setting up LeaveWizard–Summary
  10. Event types in depth
  11. Setting up LeaveWizard – Public Holidays
  12. Setting up LeaveWizard – Approvers
  13. Setting up LeaveWizard – Event types and Allowances
  14. Setting up LeaveWizard – Organisation and users
  15. Setting up LeaveWizard – Basic settings
  16. Monthly Allowance Reports
  17. Restrict who can request specific leave types
  18. Recording leave in hours
  19. Location specific Public Holidays
  20. Showing and hiding allowances and leave details
  21. Carry overs explained
  22. Allowing events to be recorded on non-working days
  23. Allowing events to be requested in the past
  24. How to allow or disallow users editing requested events
  25. Setting your default company leave year
  26. LeaveRestriction user groups
  27. The Bradford Factor
  28. Overtime and Time Off in Lieu
  29. Leave Visibility and Leave Type Visibility groups
  30. How is my billing information processed?
  31. Subscribing to a paid plan
  32. How can I view my account details
  33. How to manage room bookings
  34. How to share your company calendar
  35. Outlook and Google Calendar Integration
  36. Specifying someone to cover leave
  37. Alternative Work Patterns
  38. My Settings
  39. Cancelling leave
  40. 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?
  41. Recording absence
  42. Base Leave Types
  43. Changing your password with LeaveWizard
  44. Approving or Rejecting Leave
  45. Leave Charts and Calendars
  46. Requesting leave
  47. Configuring allowances
  48. Performing a bulk upload
  49. Tracking appointments in LeaveWizard
  50. How does LeaveWizard Calculate Holiday Entitlement
  51. How to include bank holidays in the holiday allowance, then book these as a bulk booking for all the company
  52. Mandating leave requests in advance

Feedback and Knowledge Base