Read leave reports
What this achieves
Section titled “What this achieves”Leave reports show how much leave is actually being taken, when absence clusters, and how much unused entitlement is building up. The carry-over forecast is the one to watch, because unused leave becomes a cost you carry into next year.
Required role: Administrator.
- Go to Leave → Reports.
- Set the Year, and narrow to a Department if you want to.
- Read the four sections, or work from the metrics at the top.
The four sections
Section titled “The four sections”| Option | Description |
|---|---|
| Utilization | How much of what was allocated is actually being used, per leave type and overall. |
| Absence patterns | When absence falls — monthly totals, day-of-week distribution, and peak absence months. |
| Balance health | The carry-over forecast, and employees with balances at risk. |
| Approval metrics | Total requests, approval rate, average approval time, and how many are still pending. |
Balance health is the section that costs money
Section titled “Balance health is the section that costs money”Two figures here are worth acting on rather than reading.
Carry-over forecast projects the unused days that will roll into the next policy year. That is leave your company still owes, and it grows quietly until year end.
At-risk employees flags critically low or unusually high unused balances. Both directions matter: a critically low balance can mean someone is not taking time off, and a very high one means a large obligation concentrated on one person.
Example: if the forecast at HC Corp UK Ltd shows a large roll-over concentrated in Engineering, Olivia Bennett can encourage her team to book time before the year closes rather than the company carrying it.
Act on this in the months before your policy year ends. After it rolls over, the options narrow to whatever your carry-over cap and expiry allow.
Absence patterns
Section titled “Absence patterns”Day-of-week distribution and peak absence months describe when your organization is thin, which is planning information rather than a judgement about individuals.
Example: knowing which months carry peak absence at HC Corp UK Ltd lets Sophie Clarke plan cover before those months rather than reacting during them.
Approval metrics
Section titled “Approval metrics”Average approval time and the pending count measure the process rather than the people. A rising pending count or a lengthening approval time usually means requests are reaching someone who is not acting on them — often an approver who has changed role or is away without a delegation in place.
These reports are company-wide and admin-only. Managers see their own team through the team tab and the calendar rather than through this section, because a manager has no company-wide view to report from.
What happens next
Section titled “What happens next”Reports point at work owned elsewhere. A carry-over problem is a conversation with managers before year end, or a change to your carry-over cap and expiry for next year. A department consistently under-using its leave is a workload question. Where a balance is genuinely wrong, correct it with an adjustment rather than leaving the report to explain it.
Related
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