Leave Summary Report

Leave Summary Report Overview

The Leave Summary report within the SapphireOne Payroll/HR Mode produces reports which detail employees leave status in respect to entitlements for all standard leave types.

When the Leave Summary Report is selected from the PayRoll/HR Reports menu, SapphireOne will present a print dialog screen for the user to select and customise the criteria and data they would like included within the report.

Leave Summary Report Print Destination Menu

The Print Destination Menu allows the user to choose the destination for the Report, and select from the options which include Printer, Custom Report, Quick Report and Labels.

Printer  Tells SapphireOne to send the report straight to the Printer. 
Custom Report  This allows the user to create a custom designed report. Once it has been created the user will be able to use this option from the Print Destination menu. 
Quick Report  Selecting this option will open the Sapphire Quick Report function. 
Labels  Selecting this option will open the Sapphire Label Design Report Editor, allowing the user to design Labels as required. Labels can be designed and printed on a sheet or roll.

SapphireOne’s implementation of both Dictation (MacOS) and Speech to Text (Windows) is a game changer for data entry. Any data entry field you can type into using a keyboard can use this feature.

You can also use this functionality on all inquiry screens within SapphireOne. For example, the user is in a Contact within a Client. They may have made a phone call to that particular client using the Softphone technology. Consequently, this will automatically date and time stamp both the contact and the phone number you called.

As soon as the call is completed, the user has the ability to use Speech to Text (Windows) or Dictation (MacOS). They can dictate into the memo field of the CRM contact, adding as much description as they require.

Dictation and Speech to Text Procedure

This functionality applies across every single Data Entry screen. For example, the SapphireOne user is entering a Vendor Invoice (VI). Additionally, you may want to add a memo within the Vendor Invoice (VI). The user can utilise the tool and simply dictate the memo.

Another example is if the user wants to add additional lines to the General Ledger account, within each General Ledger account. When the user is completing data entry using a General Ledger, there’s always a unique memo field for each GL account line. The user can then utilise this feature to quickly add the information they need to add. Alternatively, you may have an interview with an employee. After the interview process is completed, the user can then make notes about the employee.

Speech to Text or Dictation is an extremely powerful tool. It is something that we at SapphireOne, as well as our clients, utilise daily. It is a massive timesaver. 

Report Type Menu

Selecting the Report Type Menu option will enable the user to print different layout styles of the Details Report.

Holiday Leave  Shows the Annual Leave Entitlement; how much annual leave has been earned, how much has been taken and what is currently owed to each Employee. 
Carer/Personal Leave Shows the Carer/Personal Leave Entitlement, how much has been taken and how much is currently owed to each Employee. 
Long Service Leave Shows how much Long Service Leave has been allowed, how much has been taken and how much is currently owed to each Employee. 
Wide Leave Current Shows a breakdown of current Leave owed and taken, by quantity & amount. This is for current leave only. 
Deferred Leave Wide report with all Leave owed. Shows the Long Service Leave Entitlement and contingency liability. 
Reconcile Leave Allows checking of leave by different methods. This report can be of assistance when setting up Pro Rata Leave.
Wide Leave Pro Rata Wide Report showing a breakdown of Pro Rata leave owed. 
Portable Long Service Wide report for portable long service leave.
Portable Long Service to CSV Wide report for portable long service leave to CSV format.

Report Sort Order Menu

The Report Sort Order Menu allows the user to select from various sorting methods and criteria to organise data in different sequences while still maintaining the same fundamental report format. The user can sort data by:

No Sort This will display the Details Report in the order they are displayed.
By ID  This will sort the order of the data by employee ID.
By Surname This will sort the order of the data by surname.
By Pay Frequency This will sort the order of the data by pay frequency.
By Class This will sort the order of the data by employee Class.
By Department This will sort the order of the data by employee department.

Report Selection Menu

Last Pay Number This will sort the order of the data by the Last Pay Number.
Last Pay This will sort the order of the data by the Last Pay date.
Working Transactions This will only display data for current Working Transactions.
Active Only This will only display records that are currently active.
All Records  This will display all records, including inactive records.

Report Buttons

Print Button Select this button to Print the Report.
Cancel Button Select this button to Cancel the Report.
Record List Button Selecting this button brings up a list of all employees within the users SapphireOne data file. The user can then use the ‘command/F’ and ‘ctrl/F’ search function to search for the employee to be printed.
Options Button When active, the Options Button allows for even further customisation of the Report.
Queue Button Selecting this button will put the report in a Queue, allowing the user to select the time and day for the report to run and print.
Background Button Selecting this button allows the user to run the report in the background of the SapphireOne server, allowing the user to continue with other tasks while the report is generating.

The user also has the option to create custom reports using SapphireOne Quick Reports or Custom Reports. 

You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.

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