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BALANCE DETAIL
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Embedded Files
Some questions that using this report can answer...
Q: How much vacation balance do my associates have left?
Q: How much sick time was depleted between a specific period of time?
Q: Have my associates used their float day entitlement?
The Balance Detail Report displays an initial and final balance as well any balance changes that have occurred during a selected date range. The report can be filtered by Team(s), Employee(s) and Balance Type(s). Some commonly used balances include VAC, FLOAT, and STA.
To run this report, click on the My Reports Tab > and select Balance Detail Report
From there, select the Team you wish to evaluate. You may make multiple selections at the store, manager zone, and even scheduling zone level
Select "Include Sub-Teams" to capture all sub groups in the selected parent zone
*Optional* - Include an Employee ID if you are curious about a particular associate, otherwise leave blank
Select a date range to show how the balance has changed. If interested in a current balance, use today's date in both Start Date and End Date.
Select Excel for Report Format for ease of export.
Press Go and your report will automatically download
This sample report illustrates an example where FLOAT was selected as the balance to review. A FLOAT balance of 10 indicates that the associate is entitled to 1 paid float day. (This number is used as a buffer to calculate average shift length, and cannot be taken in two separate amounts.
Using the code VACATION would return a list of associate vacation balances, and STA would show eligible sick days as well as and changes between the two dates selected.
Balance Detail Report a47481852.xlsxReport abuse