Leave balance report for team managers
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Alex
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Bridget O'Hare
Hi everyone,
Hopefully you have all had the opportunity to check out Ryan's solution below! Please let us know (by commenting on this post) if there are any additional suggestions.
Cheers,
Bridget
Ryan Johnston
Hi all,
We're a step closer on this one. We've just added a new platform report that you can add to your account via Platform > Templates > Reports, currently called 'Employee Annual Leave Balances'
Update: This report has just been expanded so that you can search for the name of any leave type in your account to view employee balances.
At this stage, this report is available to general managers, payroll officers and admins by default, as it is not scoped to managers individual teams. We do have plans to continue working on this style of report to make this available sometime in the future.
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SHARKEY, LYNN
Ryan Johnston: Hi there
I notice there is a leave balance report in the UK that would be perfect for us in Australia. Is there a chance we can use this report?
Also, is there a way that this can be visible on the dashboard for employees relevant to each line manager, rather than showing information for everyone
Ryan Johnston
SHARKEY, LYNN: Hi Lynn, at this stage, this specific report is only available in the UK based on some unique ways their leave entitlements work (i.e. starting balances and the concept of Leave Year's)
The good news is that we have commenced a project to allow all platform reports to scope to each managers specific departments. Keep an eye out for communications in product as to when this is available.
Thanks,
Ryan
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SHARKEY, LYNN
Ryan Johnston: Thanks Ryan
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Kim Rutherford
Ryan Johnston - where do you go to make someone a general manager? On my employee card we have the option of Admin, Manager, Employee and Payroll Officer. I have Manager selected for one of our managers but when they try to access this report it says they do not have access.
Ryan Johnston
Kim Rutherford Hi Kim, General Manager is no longer a permission available out-of-the-box in Tanda.
By default, this report is not available to managers, as it does not scope the list of staff down to only those working in the team's that they manage. It is only suitable to Admins and Payroll Officers who can access all employees in your Tanda account.
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Austin Wilshire
Merged in a post:
Overall Leave Balance
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Annette Tew
Is there any way that we can have a widget they displays the accrued annual and sick leave for all staff
Bridget O'Hare
planned