Reference: Time Off Reports
Standard Time Off Reports
To view the list of Workday-provided reports and their descriptions, access the
Workday Standard Reports
report, and select Time Off and Leave.Reports Available as Related Actions
In addition to the standard reports, you can access several time off reports from the related actions menu of a worker. Select
Time and Absence
and the report name.- View Calculated and Override Balances
- View Carryover Balances
- View Time Off
- View Time Off Balance
- View Time Off Results by Period
The
View Time Off Balance
report that is available as a related action on the worker profile automatically shows the data as of today’s date. Therefore if you run the report for today's date, the report doesn't account for future-dated Time Off Paid Year to Date. To account for future-dated time off, workers must enter a future date.Report Availability and Balance Tracking
These reports are available only for time off plans that track balances:
- Carryover Balance for Organization (by Carryover Date)
- Carryover Balances for Organization (by Worker)
- My Time Off Balances Details
- My Time Off Results by Period
- Time Off Results Detail
- Time Off Results by Period for Workers
- Time Off Results Summary
- View Calculated and Override Balances
- View Carryover Balances
- View Override Balances for Organization
- View Schedules for Time Off Calculated Balance Process
- View Time Off Balance
- View Time Off Results by Period
- Worker Time Off Balances Details
Use the
View Time Off Balance
report to review information you enabled for the balance plan visibility type. Examples:
- Past, current, or projected time off balances.
- Carryover amounts.
- Year-to-date accruals.
- Paid time off year to date.
- Time off plan balances (carryover plus year-to-date accruals minus time off taken).
- Balances that include pending events.
In time off plans, accruals can occur at the beginning or at the end of the period. The
View Time Off Balance
report might not record all accruals for an absence period. Depending on the As Of Date
, the accrual might not be visible until the end of the period. The report displays values based on the Balance As Of Date
that you enter.Time Off and Leave Calendar
Managers can use the
Time Off and Leave Calendar
report to view submitted and approved requests for their direct reports 1 week at a time. If a worker has multiple positions, the manager sees requests for all positions.To add a link to the calendar from the
Team Time Off
worklet, use the Configure Worklet
task.You can control whether the calendar displays time offs, leaves, or both by configuring these domains:
- Worker Data: Time Off (Time Off Manager View)
- Worker Data: Leave of Absence (Leave of Absence Manager View)
Reporting on Worker Schedules
Managers and supervisors can access these reports to view schedule information for workers:
Report | Security |
|---|---|
All Work Schedule Calendars
| Set Up: Work Schedule Calendars
|
Audit - Workers with Multiple Work Schedule Calendars
| Set Up: Work Schedule Calendars
|
Schedule History for Worker
| Worker Data: Work Schedule: Time Off and Leave
|
View Schedule for Worker
| Worker Data: Work Schedule: Time Off and Leave
|